hybridLow risk
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - GROWTH
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
₹84.4767
▼ 0.07% today
As of 4 Sep 2026 · updated once each business day
What ₹1 lakh would have become
Based on past returnsInvested 1 year ago
₹1.03 L
▲ ₹3.2k gain · 3.2% / year
Invested 3 years ago
₹1.31 L
▲ ₹31.4k gain · 9.5% / 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
5.5%
The value swings roughly 5% up or down in a typical year. Finance-speak calls this volatility.
Worst drop ever
-6.21%
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 year3.21%
CAGR — 3 years9.53%
CAGR — 5 years—
CAGR — since launch9.56%
Volatility — 1 year (annualised)5.60%
Volatility — 3 years (annualised)5.47%
Max drawdown — 1 year-6.21%
Max drawdown — 3 years-6.21%
Sharpe ratio — 1 year (rf=6%)-0.49
Sharpe ratio — 3 years (rf=6%)0.61
Fund info
- Fund house
- Sundaram Mutual Fund
- Category
- Hybrid Scheme - Equity Savings
- Plan
- Direct
- Option
- Growth
- ISIN (Growth)
- INF173K01GZ9
- ISIN (Div re-invest)
- —
- Fund code
- 149679
- 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.