Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - GROWTH

Sundaram Mutual Fund · Equity Savings

NAV as of 10 Sept 2026

₹84.3694

1y return: +2.62%; absolute
3y return: +9.19%; CAGR
5y return: —; CAGR

NAV history

Low ₹63.6075High ₹85.0495

Scheme details

Fund house: Sundaram Mutual Fund
Category: Hybrid Scheme - Equity Savings
Plan: Direct Plan
Option: GROWTH
AMFI scheme code: 149679
ISIN (growth / payout): INF173K01GZ9
ISIN (reinvestment): —
52-week high: ₹85.0495
52-week low: ₹79.3629

SIP projection

An illustration only. The rate below is an assumption, not a forecast, and actual returns will differ.

Monthly SIP (₹)YearsAssumed annual rate (%)

Amount invested: ₹6,00,000
Projected value at 9.2% p.a.: ₹9,86,090

Other variants of this fund

Scheme	Plan	NAV	1y	3y	5y
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)Direct · IDCW (Income Distribution CUM Capital Withdrawal)	Direct · IDCW (Income Distribution CUM Capital Withdrawal)	₹15.6557	−7.79%	+0.47%	—
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)Direct · IDCW (Income Distribution CUM Capital Withdrawal)	Direct · IDCW (Income Distribution CUM Capital Withdrawal)	₹24.9648	+3.24%	+7.57%	—
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)Regular · GROWTH	Regular · GROWTH	₹71.4568	+1.12%	+7.50%	—
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)Regular · IDCW (Income Distribution CUM Capital Withdrawal)	Regular · IDCW (Income Distribution CUM Capital Withdrawal)	₹14.3371	−9.19%	−1.11%	—
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)Regular · IDCW (Income Distribution CUM Capital Withdrawal)	Regular · IDCW (Income Distribution CUM Capital Withdrawal)	₹17.116	+1.11%	+5.62%	—

Equity Savings peers, sorted by 1-year return

Same plan and option, from other fund houses. Sorted by a fact, not a recommendation.

Scheme	Fund house	Plan	NAV	1y	3y	5y
Aditya Birla Sun Life Equity Savings FundDirect · GROWTH	Aditya Birla Sun Life Mutual Fund	Direct · GROWTH	₹26.03	+5.64%	+8.09%	+6.65%

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Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future returns. NAV data is sourced from AMFI and may be delayed. The Good Wealth is an AMFI-registered mutual fund distributor and does not provide investment advice.