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

Sundaram Mutual Fund · Equity Savings

NAV as of 27 Jun 2025

₹24.9648

1y return: +3.24%; absolute
3y return: +7.57%; CAGR
5y return: —; CAGR

NAV history

Low ₹19.7063High ₹25.2817

Scheme details

Fund house: Sundaram Mutual Fund
Category: Hybrid Scheme - Equity Savings
Plan: Direct Plan
Option: IDCW (Income Distribution CUM Capital Withdrawal)
AMFI scheme code: 149678
ISIN (growth / payout): INF173K01HF9
ISIN (reinvestment): INF173K01HG7
52-week high: ₹25.2817
52-week low: ₹23.5357

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 7.6% p.a.: ₹9,00,264

Other variants of this fund

Scheme	Plan	NAV	1y	3y	5y
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)Direct · GROWTH	Direct · GROWTH	₹81.6999	−2.32%	+8.70%	—
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)	₹15.1604	−12.23%	+1.22%	—
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)Regular · GROWTH	Regular · GROWTH	₹69.0696	−3.75%	+7.04%	—
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)	₹13.8581	−13.56%	−0.36%	—
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
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)Direct · IDCW (Income Distribution CUM Capital Withdrawal)	Sundaram Mutual Fund	Direct · IDCW (Income Distribution CUM Capital Withdrawal)	₹15.1604	−12.23%	+1.22%	—

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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.