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Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Regular Plan - IDCW (Income Distribution CUM Capital Withdrawal)
Side-by-side metrics
Metric#149675
SchemeSundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Regular Plan - IDCW (Income Distribution CUM Capital Withdrawal)
HouseSundaram Mutual Fund
CategoryHybrid Scheme - Equity Savings
Latest NAV₹14.3587
1M return-0.25%
3M return2.89%
6M return-5.52%
1Y return-8.68%
3Y CAGR-0.80%
5Y CAGR—
Inception CAGR-0.13%
σ 1Y (annualized)9.75%
σ 3Y (annualized)8.56%
Max drawdown (all)-14.63%
Sharpe 1Y (rf=6%)-1.57
Sharpe 3Y (rf=6%)-0.80