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Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)
Side-by-side metrics
Metric#149677
SchemeSundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)
HouseSundaram Mutual Fund
CategoryHybrid Scheme - Equity Savings
Latest NAV₹15.6757
1M return-0.13%
3M return3.27%
6M return-4.81%
1Y return-7.26%
3Y CAGR0.79%
5Y CAGR—
Inception CAGR1.51%
σ 1Y (annualized)9.71%
σ 3Y (annualized)8.69%
Max drawdown (all)-13.31%
Sharpe 1Y (rf=6%)-1.41
Sharpe 3Y (rf=6%)-0.60