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

NAV

72.1382

0.18 (0.252 %)

22-12-2025

CAGR Since Inception

8.33 %

NIFTY Equity Savings TRI

9.64 %

Funds Manager

FM1 - Mr. Clyton Richard Fernandes; FM2 - Mr. Rohit Seksaria; FM3 - 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 1.0 0.91 1.11 6.93 5.02
Hybrid: Equity Savings - - - - - -

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