- AMC
- Sundaram Mutual Fund
- Category
- Equity Savings
- ISIN
- INF173K01GZ9
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)
₹85.2306
+₹0.1683 (+0.20%)
NAV · Direct · Growth ·
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)'s Direct Growth NAV was ₹85.2306 on 12 Nov 2026, up 0.20% on the day. Its 3-year return is 9.37% a year.
- Expense ratio
- 1.34%
- Fund size
- ₹1,011.65 Cr
- Min. investment
- ₹100
NAV history
Between 12 Nov 2025 and 12 Nov 2026, the NAV ranged from ₹79.3629 to ₹85.2306.
Direct · Growth plan. 3Y, 5Y and since-launch returns are annualised; since launch is absolute until the fund is a year old. Longer ranges appear once the fund has that much history.
Category rank
- 1Y return
- #22of 22
- 3Y return (p.a.)
- #7of 19
Among Direct Growth plans of Equity Savings Funds by return, as of 12 Nov 2026.
All Equity Savings FundsFund details
- Expense ratio
- 1.34% (Direct)
- Exit load
- 0.5% if redeemed within 7 days from allotment; nil after 7 days
- Riskometer
- Moderatley
- Benchmark
- Nifty Equity Savings Index
- Launched
- 1 May 2002
- Fund managers
- Rohit Seksaria, Kumaresh Ramakrishnan, Clyton Richard Fernandes
Fund size, expense ratio and minimums as of 1 Nov 2026.
All plans
| Plan | ISIN | NAV | 1 day | Expense ratio | 1 year |
|---|---|---|---|---|---|
| Direct · Growth | INF173K01GZ9 | ₹85.2306 | +0.20% | 1.34% | +1.67% |
| Regular · Growth | INF173K01213 | ₹72.0051 | +0.19% | — | +0.21% |
| Direct · IDCW | INF173K01HC6 | ₹15.8155 | +0.20% | 1.34% | −8.64% |
| Regular · IDCW | INF173K01247 | ₹14.4471 | +0.19% | — | −10.01% |
All plans hold the same portfolio. They differ in expense ratio (Direct plans pay no distributor commission) and in how gains are handled (Growth reinvests, IDCW pays out).
Armor risk check
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) moves less than the market
Volatility, past year
Worst fall, past year
Compared with the Nifty 500 over the past 12 months.
Check it against your portfolio in the appAbout this fund
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) is an open-ended mutual fund from Sundaram Mutual Fund, in the Equity Savings category. It began on 1 May 2002. It is benchmarked to the Nifty Equity Savings Index. The fund manages ₹1,011.65 Cr across its plans as of 1 Nov 2026. The Direct · Growth plan has an expense ratio of 1.34%. The minimum first investment is ₹100, and SIPs are available.
FAQs
What is the NAV of Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)?
The NAV of Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) (Direct · Growth) was ₹85.2306 on 12 Nov 2026, up 0.20% from the previous NAV.
What plans does Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) have?
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) has 4 plans: Direct · Growth; Regular · Growth; Direct · IDCW; Regular · IDCW.
What is the expense ratio of Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)?
The Direct · Growth plan of Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) has an expense ratio of 1.34%.
What is the fund size (AUM) of Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)?
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) manages ₹1,011.65 Cr across all plans as of 1 Nov 2026.
What returns has Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) delivered?
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) returned +1.67% over 1Y, +9.37% a year over 3Y. Past performance does not guarantee future returns.
What is the exit load of Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)?
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund): 0.5% if redeemed within 7 days from allotment; nil after 7 days.
What is the minimum investment and SIP amount for Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)?
The minimum first investment in Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) is ₹100, and ₹100 after that. SIPs are available (SIP available Weekly (Rs.1000), Monthly (Rs.100), Quarterly (Rs.750). Minimum 6 instalments for Monthly/Quarterly, 92 for Daily. Dates: 1st-31st or any working day for Weekly.).
How risky is Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)?
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) is rated "moderatley risk" on SEBI's riskometer.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.
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