| Category: Hybrid: Equity Savings |
| Launch Date: 05-01-2013 |
| Asset Class: |
| Benchmark: NIFTY Equity Savings TRI |
| Expense Ratio: 2.14% As on (31-10-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 1,171.27 Cr As on (31-10-2025) |
| Turn over: 453 |
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option | 5.41 | 10.89 | 10.34 | 8.75 | 8.33 |
| Benchmark | - | - | - | - | - |
| Hybrid: Equity Savings | 5.15 | 9.64 | 9.32 | 8.17 | 7.74 |
FM1 - Mr. Clyton Richard Fernandes; FM2 - Mr. Rohit Seksaria; FM3 - Mr. Dwijendra Srivastava
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
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 Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option | 5.34 | 1.0 | 0.91 | 1.11 | 6.93 | 5.02 |
| Hybrid: Equity Savings | - | - | - | - | - | - |
Portfolio as on