Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
1/5
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
hybridDirect
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)- Direct Plan - Income Distribution CUM Capital Withdrawal Option - Quarterly
3Y ago₹1.24 L
5Y ago—
Every metric, side-by-side
marks the winner per row.
| Metric | Sundaram Equity Savings Fund (F… |
|---|---|
| Fund house | Sundaram Mutual Fund |
| Category | Hybrid Scheme - Equity Savings |
| Plan | Direct |
| Latest NAV | ₹24.9648 |
| Assets managed (AUM) | — |
| 1M return | 0.03% |
| 6M return | 1.85% |
| 1Y return | 3.24% |
| 3Y CAGR | 7.57% |
| 5Y CAGR | — |
| Since inception CAGR | 5.21% |
| Bumpiness · 3Y (annualised σ) | 6.57 |
| Worst drop ever | -7.65% |
| Sharpe · 3Y (rf=6%) | 0.22 |