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Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) (Direct)

Sundaram Mutual Fund · Equity Savings

9.37% a year over the last 3 years

NAV Rs 84.66 as of 06-Nov-2026. Rank 3 of 13 by 3-year return among Direct Equity Savings schemes.

Growth of Rs 1,000

This fundCategory average

1,015
1,044
Last 1Y
1,308
1,280
Last 3Y
1,443
5Y (no history yet)
2,222
10Y (no history yet)

What Rs 1,000 invested at the start of each period would be worth today, as a lump sum before tax, computed from the fund’s AMFI NAV returns.

Returns compared with the category

PeriodThis fundCategory average
1M2.15%1.84%
3M0.05%0.82%
6M1.90%3.13%
1Y1.45%4.44%
3Y9.37%8.57%
5Y–7.61%
10Y–8.31%

Returns under 1 year are absolute; 1 year and above are per year (CAGR). Category average is the simple average of all Direct Growth schemes in the category.

Fund facts

Fund houseSundaram Mutual Fund
Category (AMFI)Equity Savings
AMFI scheme code149679
ISININF173K01GZ9
Latest NAV date06-Nov-2026

See all Equity Savings schemes ranked.

Source: AMFI (Association of Mutual Funds in India) published NAVs. Returns and the growth chart are computed by MyFinanceBandhu from those NAVs; they ignore taxes, exit load and the timing of your own investments. Figures are for the Direct plan, Growth option. Past performance does not indicate future returns. This page is education, not advice; MyFinanceBandhu is not a SEBI-registered investment adviser and does not recommend any fund. Mutual fund investments are subject to market risks; read all scheme related documents carefully.