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Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - GROWTH
Equity Savings · Hybrid
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - GROWTH
SignalIQ View
Descriptive research · not a buy/sell recommendation
Sharpe (3Y)
0.6
Return per unit of risk · rf 6.5%
Sortino (3Y)
0.76
Downside-only Sharpe
Max Drawdown
-6.2%
Peak-to-trough · full history
Vol (3Y)
5.5%
Annualised σ of daily returns
Positive Days
59%
Smoothness proxy
This fund has delivered moderate risk-adjusted returns over the last 3 years (Sharpe 0.6). Its worst peak-to-trough drop over the full history was 6.2% (small drawdowns) between 2026-01-02 and 2026-03-30. About 59% of trading days closed up. Profile: smooth NAV path.
YTD
-0.1%
Calendar YTD
1 Year
+1.7%
Trailing 12 mo
3 Year
+9.2%
CAGR
5 Year
—
CAGR
10 Year
—
CAGR
Since Inception
—
CAGR (?y)
📈 NAV History
End-of-day NAV series from AMFI (via MFAPI.in).
🎯 Rolling-Return Consistency
3-Year Rolling Windows
- Sample size
- 423 windows
- Best window CAGR
- +15.38%
- Median CAGR
- +12.60%
- Avg CAGR
- +12.37%
- Worst window CAGR
- +8.59%
- Positive windows
- 100.0%
Every trading day in the history is treated as a potential window end-date; the fund's CAGR over the trailing 3 (or 5) years ending that day is computed, and the full distribution is summarised. A narrower band + higher "positive windows" percentage means more predictable outcomes — reduces the timing luck a single point-in-time CAGR can hide.
🏁 Peer Comparison · Top in Equity Savings
| Scheme | 1Y | 3Y CAGR | 5Y CAGR | Latest NAV |
|---|---|---|---|---|
|
Nippon India Equity Savings Fund - Segregated Portfolio 1 - Direct Plan - Growth Plan - Bonus Option
Nippon India Mutual Fund
|
+0.0% | +31.2% | +17.7% | — |
|
Nippon India Equity Savings Fund - Segregated Portfolio 1 - Direct Plan - Growth Plan
Nippon India Mutual Fund
|
+0.0% | +31.2% | +17.7% | — |
|
HSBC Equity Savings Fund
HSBC Mutual Fund
|
+7.2% | +13.0% | — | — |
|
Edelweiss Equity Savings Fund
Edelweiss Mutual Fund
|
+7.7% | +11.3% | +9.7% | — |
|
Kotak Equity Savings Fund
Kotak Mahindra Mutual Fund
|
+3.9% | +10.3% | +10.2% | — |
|
Kotak Equity Savings Fund - Direct Plan - Monthly Payout of Income Distribution cum capital withdrawal option
Kotak Mahindra Mutual Fund
|
+3.5% | +10.1% | +9.9% | — |
|
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) (this fund)
Sundaram Mutual Fund
|
+1.7% | +9.2% | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future results. This page publishes descriptive rank-and-return analysis only — not personalised advice on which fund to buy. Trailing returns and rolling-window statistics are computed from AMFI's official daily NAV series. Research by Equity Alfa Analytics, SEBI Registered Research Analyst · INH000024985 · BSE RAASB Enlistment 6942.