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

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)- Direct Plan - Income Distribution CUM Capital Withdrawal Option - Quarterly

Side-by-side metrics

Metric	#149678
Scheme	Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)- Direct Plan - Income Distribution CUM Capital Withdrawal Option - Quarterly
House	Sundaram Mutual Fund
Category	Hybrid Scheme - Equity Savings
Latest NAV	₹24.9648
1M return	0.03%
3M return	3.81%
6M return	1.85%
1Y return	3.24%
3Y CAGR	7.57%
5Y CAGR	—
Inception CAGR	5.21%
σ 1Y (annualized)	6.24%
σ 3Y (annualized)	6.57%
Max drawdown (all)	-7.65%
Sharpe 1Y (rf=6%)	-0.44
Sharpe 3Y (rf=6%)	0.22