TickerKhojSundaram Mutual Fund · Hybrid · Equity Savings · Direct plan
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth
₹82.4913NAV on 30 Oct 2026Expense ratio 1.34%
29 Oct 2025NAV low 79.36 · high 85.05-1.8%
In plain words
Over 3 years it returned +8.8% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -6.2%.
On 3-year return it ranks 8 of 20 funds in Equity Savings.
A monthly SIP over 3 years ended ₹9,568 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -0.1% | +1.9% |
| 3 months | -1.7% | -5.1% |
| 6 months | +0.1% | -3.2% |
| 1 year | -1.6% | -10.2% |
| 3 years (yearly) | +8.8% | +7.4% |
| Since start (yearly) | +8.7% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,18,844 | -1.6% |
| 3 years | ₹3,60,000 | ₹3,85,023 | +4.2% |
Other plan of this fund: Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Regular Plan - Growth