Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - GROWTH
Hybrid Scheme - Equity Savings
- Direct Plan
- Growth Option
- ISIN: INF173K01GZ9
- Scheme Code: 149679
Latest NAV ₹82.24 As of 1 Oct 2026
1-Day Change -0.43% Based on NAV movement
3-Year Return +8.23% Annualised CAGR
Category Hybrid Scheme - Equity Savings Fund classification
NAV Performance
NAV history
Fund Returns
| Period | Start NAV | Latest NAV | Absolute Return | CAGR / Annualised |
|---|---|---|---|---|
| 1M 1 Sep 2026 | ₹84.71 | ₹82.24 | -2.91% | -30.22% |
| 3M 1 Jul 2026 | ₹83.30 | ₹82.24 | -1.27% | -4.93% |
| 6M 1 Apr 2026 | ₹79.90 | ₹82.24 | +2.93% | +5.94% |
| 1Y 1 Oct 2025 | ₹82.32 | ₹82.24 | -0.09% | -0.09% |
| 3Y 29 Sep 2023 | ₹64.83 | ₹82.24 | +26.85% | +8.23% |
| 5Y 3 Jan 2022 | ₹55.17 | ₹82.24 | +49.08% | +8.78% |
| 10Y 3 Jan 2022 | ₹55.17 | ₹82.24 | +49.08% | +8.78% |
| ALL 3 Jan 2022 | ₹55.17 | ₹82.24 | +49.08% | +8.78% |
Returns and Rankings
| Name | 1Y | 3Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|
| Fund returns | -0.09% | +8.23% | +8.78% | +8.78% | +8.78% |
Scheme Information
- Scheme Name
- Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - GROWTH
- Scheme Code
- 149679
- Fund House
- Sundaram Mutual Fund
- Category
- Hybrid Scheme - Equity Savings
- ISIN (Growth)
- INF173K01GZ9
- Risk
- —