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Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

Sundaram · Sectoral
Very High
₹83.72
Current NAV
04 Nov 2026
0.1%
1Y Return
9.0%
3Y CAGR
25.6%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.96%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.66).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.16).
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
1.66
Sharpe Ratio
0.96
Beta
5.16
Alpha
2.26
Sortino
Fund Details
Fund House Sundaram
Category Sectoral
AUM ₹8210 Cr
Expense Ratio 0.96%
Min SIP ₹500
Min Lumpsum ₹1000
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