MonitorDirect · Growth
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)
- NAV
- 83.3348
- 15 Sept 2026
- 1Y
- +2.3%
- Trailing CAGR
- AUM
- ₹1,032 Cr
- 31 Aug 2026
- Volatility
- Low
- 5.7% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+2.3%
- 3Y+9.0%
- 5Yn/a
- 10Yn/a
- SI+9.4%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+2.2%
- 3Y+6.1%
- 5Yn/a
- 10Yn/a
- Since inception
- +9.4%
- Calendar-day CAGR
- Excess 1Y
- -2.5%
- Category median, same plan and option
- 3Y win rate
- +100%
- Windows beating the median
- 3Y percentile
- 64
- Vs comparable share classes
- Worst rolling 3Y
- +9.0%
- 419 daily-ending windows
- Median rolling 3Y
- +12.6%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +6.1%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 7 days
- 94 recovered episodes
- Longest recovery
- 126 days
- Trough to prior peak
- Current spell
- 17 days
- Days below latest peak
- Time below peak
- +81%
- NAV observations
2 Jan 2026 – 3 Aug 2026
Trough 30 Mar 2026 · recovered in 126 days
-6.2%
17 Jan 2022 – 11 Aug 2022
Trough 20 Jun 2022 · recovered in 52 days
-6.0%
14 Dec 2022 – 4 May 2023
Trough 28 Mar 2023 · recovered in 37 days
-4.0%
27 Sept 2024 – 21 Apr 2025
Trough 28 Feb 2025 · recovered in 52 days
-4.0%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
64
Vs category
35
Consistency
90
Risk-adjusted
61
Drawdown
85
Mean
67
Portfolio
31 Aug 2026 · 71 holdings · top 10 are 92.3%.
- Top 5
- 74.6%
- Top 10
- 92.3%
- Largest holding
- 45.1%
- Effective holdings
- 4.2
Cash Margin
Unspecified
45.1%
Bharti Airtel Ltd
Technology
8.9%
ICICI Bank Ltd
Financial
7.8%
Reliance Industries Ltd
Energy & Utilities
7.2%
HDFC Bank Ltd
Financial
5.6%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
Supporting reads
- The fund beat the category median in 100% of rolling 3-year windows.
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Bajaj Finserv Equity Savings Fund
Bajaj Finserv Mutual Fund
- 1Y
- +4.8%
- 3Y
- n/a
- Vol
- 2.3%
- Max DD
- -1.3%
- Sharpe
- -0.22
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Lower TER
Caveat: Lower trailing returns
Kotak Equity Savings Fund
Kotak Mahindra Mutual Fund
- 1Y
- +4.0%
- 3Y
- +9.9%
- Vol
- 5.7%
- Max DD
- -16.5%
- Sharpe
- 0.78
- 3Y win
- +91%
- Lower volatility
- Lower TER
- Higher trailing returns
Caveat: Deeper drawdown
Edelweiss Equity Savings Fund
Edelweiss Mutual Fund
- 1Y
- +7.5%
- 3Y
- +11.1%
- Vol
- 4.8%
- Max DD
- -9.5%
- Sharpe
- 1.06
- 3Y win
- +94%
- Lower volatility
- Higher trailing returns
Caveat: Deeper drawdown
Nippon India Equity Savings Fund (Existing number of Segregated Portfolios - 2)
Nippon India Mutual Fund
- 1Y
- +126.1%
- 3Y
- +31.2%
- Vol
- n/a
- Max DD
- 0.0%
- Sharpe
- n/a
- 3Y win
- +0%
- Shallower drawdown
- Higher trailing returns
quant Equity Savings Fund
quant Mutual Fund
- 1Y
- +9.4%
- 3Y
- n/a
- Vol
- 5.8%
- Max DD
- -5.0%
- Sharpe
- 0.66
- 3Y win
- n/a
- Shallower drawdown
- Higher trailing returns
Caveat: Higher volatility · Higher TER