Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
Sundaram Mutual Fund Hybrid Equity Savings
Expense Ratio
0.60%
AUM
₹167.76 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
Moderate-High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-18.18%
Poor
6 Months
+3.40%
Below Average
1 Year
+7.35%
Below Average
3 Years
+12.40%
Average
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 15 quarters
AUM Metrics
Key indicators
Current AUM
₹167.76 Cr
Recent Trend
Growing
Stability Score
36.3
Growth Assessment
Excellent Growth
Growth Performance
Historical returns
1Y
Annual Growth
+58.02%
3Y
3Y CAGR
+421.13%
5Y
5Y CAGR
N/A
Growth Assessment: Excellent Growth
• Strong investor confidence with high inflows
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Low - Stable investment with occasional price movements
Volatility
5.60%
Annualized standard deviation
Sharpe Ratio
0.863
Fair - Risk-adjusted return
Max Drawdown
-6.00%
Low - Worst decline
Consistency
69.7%
Performance consistency
Volatility Breakdown
Daily Volatility
0.35%
Average daily price movement
Annualized Volatility
5.60%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance