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

NAV

71.8423

0.14 (0.1887 %)

20-10-2025

CAGR Since Inception

8.37 %

NIFTY Equity Savings TRI

9.69 %

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 0.99 4.86 0.09 6.93 5.02
Hybrid: Equity Savings - - - - - -

Copyright © Dakshin Capital. All Rights Reserved