MF ExpertFund research

Compare funds

Overlay up to 5 funds. NAV values normalized to ₹100 at start of range.

Clear
Sundaram Equity Savings Fund Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)
Side-by-side metrics
Metric#145479
SchemeSundaram Equity Savings Fund Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)
HouseSundaram Mutual Fund
CategoryHybrid Scheme - Equity Savings
Latest NAV₹13.1826
1M return0.30%
3M return0.30%
6M return4.35%
1Y return9.92%
3Y CAGR9.44%
5Y CAGR
Inception CAGR9.40%
σ 1Y (annualized)6.04%
σ 3Y (annualized)7.89%
Max drawdown (all)-16.14%
Sharpe 1Y (rf=6%)0.61
Sharpe 3Y (rf=6%)0.41