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Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)- Income Distribution CUM Capital Withdrawal (IDCW)
(Erstwhile Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)- Half Yearly Income Distribution CUM Capital Withdrawal )
Category: Hybrid: Equity Savings
Launch Date: 02-01-2013
Asset Class:
Benchmark: NIFTY Equity Savings TRI
Expense Ratio: 2.14% As on ( 29-09-2025)
Status: Open Ended Schemes
Minimum Topup: 100.0
Total Assets: 1,152.68 Cr As on ( 30-09-2025)
Turn over: 453
NAV as on 31-10-2025
16.0183
-0.04 ( -0.2703% )
CAGR Since Inception
7.36%
NIFTY Equity Savings TRI 9.69%
Performance of Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)- Income Distribution CUM Capital Withdrawal (IDCW)
Fund Managers

FM 1 -Mr. Sudhir Kedia, FM 2 -Mr. Rohit Seksaria, FM 3 -Mr. Dwijendra Srivastava

Investment Objective

An open ended scheme investing in equity, arbitrage and debt.The investment objective of the Scheme is to provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities, and investments in debt and money market instruments

Returns Calculator for Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)- Income Distribution CUM Capital Withdrawal (IDCW)
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)- Income Distribution CUM Capital Withdrawal (IDCW)

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)- Income Distribution CUM Capital Withdrawal (IDCW) 5.34 0.92 1.97 0.84 6.93 5.02
Hybrid: Equity Savings - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Sundaram Equity Savings Fund IDCW 02-01-2013 6.17 13.23 11.44 13.05 9.34
Edelweiss Equity Savings Reg Gr 05-10-2014 8.99 12.67 11.28 11.0 9.1
LIC MF Equity Savings Fund Reg Gr 01-01-2013 8.5 11.53 9.56 10.2 6.99
ABSL Equity Savings Reg Gr 10-11-2014 8.31 9.51 9.0 9.58 7.98
Mirae Asset Equity Savings Reg Gr 15-12-2018 8.17 12.77 11.28 12.12 0.0
Kotak Equity Savings Reg Gr 11-10-2014 7.81 12.78 11.65 11.67 9.43
ICICI Pru Equity Savings Cum 05-12-2014 7.18 8.94 8.8 9.8 8.25
UTI Equity Savings Reg Gr 30-08-2018 6.69 10.93 10.67 12.04 0.0
Baroda BNP Paribas Equity Savings Reg Gr 25-07-2019 6.68 11.84 9.99 8.6 0.0
Tata Equity Savings Reg Gr 26-04-1997 6.34 11.25 9.81 9.94 7.62

Asset Allocation (%)

PORTFOLIO ANALYSIS of Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)- Income Distribution CUM Capital Withdrawal (IDCW)

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

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