Analytics, not advice. Rankings and scores describe past performance and are not recommendations.
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Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
Sundaram Mutual Fund · Managed by Kumaresh Ramakrishnan; Rohit Seksaria; Clyton Fernandes
37slipping
Latest NAV
₹84.6954
as of 18 Aug 2026
AUM
—
Expense ratio
0.65%
as of 30 Jun 2026
Inception
14 May 2026
FundScore
37/100slipping
Rank #64 of 131 · top 63%
A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.
Trailing returns
Annualised returns to the latest NAV. Refreshed nightly.
1M
1.18%
3M
3.09%
6M
0.45%
1Y
3.20%
3Y CAGR
10.01%
5Y CAGR
—
Since incep.
9.71%
Fund details
- Fund manager
- Kumaresh Ramakrishnan; Rohit Seksaria; Clyton Fernandes
- Riskometer
- Moderate Risk
- Type
- Open Ended
- Portfolio turnover
- 509%
- Volatility (3Y)
- 5.9%
- Rating (external)
- ★★★★★as of 31 Jul 2026
Investment objective
The investment objective of the scheme is to generate income by investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and capital appreciation through a moderate exposure in equity.
NAV history
Zoom and pan · ranges from 1M to since-inception.
Rolling returns
Every 30-day step. The true distribution, not cherry-picked.
Rank history
Percentile within category over the last 2 years.
FundScore components
Pro-only breakdown of consistency, recency, and volatility scores.
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Pro
Stock holdings
Latest portfolio disclosure for this scheme.
No data yet
This fund hasn't disclosed a portfolio snapshot yet.