Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)
Factual scheme page. Every figure below is as reported by the data source on the date shown, and is a record of the past — not a forecast and not a promise.
- Latest NAV: ₹71.3085 (as on 18 Sep 2026)
- Fund house: Sundaram Mutual Fund
- Category: Hybrid Scheme - Equity Savings
- Plan: Regular Plan
- Option: GROWTH
- Expense ratio: 2.78%
- Benchmark: Nifty Equity Savings Index
- Riskometer: Moderate Risk
- Inception: 22 Apr 2002
- Exit load: 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 07 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 07 days from the date of allotment.
Returns as reported (CAGR)
- 1 year: 0.13%
- 3 years: 7.38%
- Since inception: 7.65%
Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. Aumsetu publishes scheme facts and does not rate, rank or recommend any scheme.