hybridModerate risk

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)

Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds. From Sundaram Mutual Fund. It's been running since 3 Jan 2022.

Latest price per unit

₹15.6757

▼ 0.07% today

As of 4 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹92.7k

▼ ₹7.3k loss · -7.3% / year

Invested 3 years ago

₹1.02 L

▲ ₹2.4k gain · 0.8% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

8.7%

The value swings roughly 9% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-13.31%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year-7.27%

CAGR — 3 years0.79%

CAGR — 5 years—

CAGR — since launch1.51%

Volatility — 1 year (annualised)9.71%

Volatility — 3 years (annualised)8.69%

Max drawdown — 1 year-13.31%

Max drawdown — 3 years-13.31%

Sharpe ratio — 1 year (rf=6%)-1.41

Sharpe ratio — 3 years (rf=6%)-0.60

Fund info

Fund house: Sundaram Mutual Fund
Category: Hybrid Scheme - Equity Savings
Plan: Direct
Option: IDCW
ISIN (Growth): INF173K01HC6
ISIN (Div re-invest): INF173K01HD4
Fund code: 149677
First price on record: 3 Jan 2022 · 1,152 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.