Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option

NAV

70.6386

-0.16 (-0.2288 %)

11-07-2025

CAGR Since Inception

8.4 %

NIFTY Equity Savings TRI

9.49 %

Funds Manager

FM 1 -Mr. Sudhir Kedia, FM 2 -Mr. Rohit Seksaria, FM 3 -Mr. Dwijendra Srivastava

Asset Allocation (%)

PORTFOLIO ANALYSIS of Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option

Top 10 Stocks in portfolio (%)

Top 10 Sectors in portfolio (%)

Key Performance and Risk Statistics of Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option 5.34 1.3 1.04 1.05 6.93 5.02
Hybrid: Equity Savings - - - - - -

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