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Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) -Quarterly Income Distribution CUM Capital Withdrawal
Side-by-side metrics
Metric#149676
SchemeSundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) -Quarterly Income Distribution CUM Capital Withdrawal
HouseSundaram Mutual Fund
CategoryHybrid Scheme - Equity Savings
Latest NAV₹17.116
1M return-0.10%
3M return3.42%
6M return1.09%
1Y return1.11%
3Y CAGR5.62%
5Y CAGR—
Inception CAGR3.31%
σ 1Y (annualized)6.32%
σ 3Y (annualized)6.60%
Max drawdown (all)-8.32%
Sharpe 1Y (rf=6%)-0.77
Sharpe 3Y (rf=6%)-0.06