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₹82.24As of 01-Oct-2026
1-day change-0.43%Based on NAV movement
3-year return+8.23%Annualised CAGR
CategoryHybrid Scheme - Equity SavingsFund classification
About Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - GROWTH
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - GROWTH is a Hybrid Scheme - Equity Savings scheme from Sundaram Mutual Fund. The fund currently has a latest NAV (Direct Plan, Growth Option) of ₹82.24 as of 01-Oct-2026.
NAV
₹82.24
As of 01-Oct-2026 · -0.43%
3Y Return (CAGR)
+8.23%
Annualised, from NAV history
NAV Performance
NAV history
NAV only · not market price
Fund Returns
| Period | Start NAV | Latest NAV | Absolute Return | CAGR / Annualised |
|---|---|---|---|---|
| 1M | ₹84.71 01 Sep 2026 |
₹82.24 | -2.91% | -30.22% |
| 3M | ₹83.30 01 Jul 2026 |
₹82.24 | -1.27% | -4.93% |
| 6M | ₹79.90 01 Apr 2026 |
₹82.24 | +2.93% | +5.94% |
| 1Y | ₹82.32 01 Oct 2025 |
₹82.24 | -0.09% | -0.09% |
| 3Y | ₹64.83 29 Sep 2023 |
₹82.24 | +26.85% | +8.23% |
| 5Y | ₹55.17 03 Jan 2022 |
₹82.24 | +49.08% | +8.78% |
| 10Y | ₹55.17 03 Jan 2022 |
₹82.24 | +49.08% | +8.78% |
| ALL | ₹55.17 03 Jan 2022 |
₹82.24 | +49.08% | +8.78% |
Returns and Rankings
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +8.23% | +8.78% | +8.78% | +8.78% |
Return Calculator
₹100 / month
| Over the past | Total investment | Would've become | Historic returns |
|---|
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
—
FAQs
The latest NAV is ₹82.24 as of 01-Oct-2026, sourced from AMFI India.
Annualised (CAGR) returns, calculated from historical NAV: 3Y +8.23%, 5Y +8.78%, 10Y +8.78%.
P/E and P/B ratios are not available for this fund from AMFI or MFAPI.
NAV data source: AMFI India NAVAll.txt
(today's NAV, ISIN) and MFAPI.in
(historical NAV used for returns, CAGR and the chart above).