TradePilotMutual funds · Hybrid Funds
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)
Sundaram Mutual Fund · Regular plan · IDCW option
NAV history
NAV history: mfapi.in (AMFI data).
Scheme facts
- Scheme code
- 149675
- Category
- Hybrid Scheme - Equity Savings
- ISIN
- INF173K01247
- Plan / option
- Regular / IDCW
- Fund age
- 4.9 years
- Expense ratio (TER)
- 2.82% a year declared 2026-11-10, AMFI
- AUM
- Not in free feeds
Returns and risk
1 month▲ +3.0%
3 months▼ -0.4%
6 months▲ +1.8%
1 year▼ -10.1%
3-year CAGR▲ +0.1%
5-year CAGR–
10-year CAGR–
Volatility (3y)8.3%
Sharpe (3y)-0.67
Sortino (3y)-0.77
Beta vs NIFTY 500.36
Max fall (3y)-15.2%
Computed from NAV (1195 daily points to 2026-11-09). Returns are after expenses. Risk-free rate assumed 6.0% for Sharpe and Sortino.
Other plans of this scheme
| Direct · IDCW | 15.7326 |
| Direct · Growth | 84.7833 |
| Regular · Growth | 71.6360 |
| Regular · IDCW | 17.1160 |
| Direct · IDCW | 24.9648 |
Information only, not investment advice. Past performance does not predict future results. Risk disclosure Mutual fund investments are subject to market risks; read all scheme-related documents carefully.