Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Income Distribution CUM Capital Withdrawal Option (IDCW)
Sundaram Mutual Fund Hybrid Equity Savings
Expense Ratio
0.60%
AUM
₹1.04 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
-3.38%
Poor
1 Year
+0.18%
Poor
3 Years
+4.76%
Poor
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 15 quarters
AUM Metrics
Key indicators
Current AUM
₹1.04 Cr
Recent Trend
Growing
Stability Score
42.1
Growth Assessment
Excellent Growth
Growth Performance
Historical returns
1Y
Annual Growth
+131.14%
3Y
3Y CAGR
+172.19%
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
7.60%
Annualized standard deviation
Sharpe Ratio
-0.369
Very Poor - Risk-adjusted return
Max Drawdown
-9.50%
Low - Worst decline
Consistency
57.6%
Performance consistency
Volatility Breakdown
Daily Volatility
0.48%
Average daily price movement
Annualized Volatility
7.60%
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