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

NAV

68.3452

-0.26 (-0.387 %)

09-05-2025

CAGR Since Inception

8.31 %

NIFTY Equity Savings TRI

9.49 %

Funds Manager

Dwijendra Srivastava, Sudhir Kedia, Rohit Seksaria

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 0.81 1.0 1.05 6.93 5.02
Hybrid: Equity Savings - - - - - -

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