Sundaram Equity Savings Fund (Formerly Known As Principal Equity Savings Fund) - Growth Option

Q: How to check the XIRR of Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option?

You can track the exact XIRR and portfolio overlapping of Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Q: How to check portfolio overlap for Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option?

Use the MutualSaathi Portfolio Analyzer to compare Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option with other funds, PMS, and AIFs to detect hidden stock overlaps.

Sundaram Mutual Fund

Expense Ratio: 2.13

Risk: Moderate

Hybrid Scheme - Equity Savings

Plan: Regular

Benchmark: Nifty Equity Savings Index

Inception: 22-04-2002

Exit Load: Nil

Fund Size:₹1,202.89 Cr

Performance

Fund0.15%

Cat. Avg.3.63%

Fund3.57%

Cat. Avg.4.58%

Fund8.34%

Cat. Avg.8.27%

FundN/A

Cat. Avg.7.40%

10Y

FundN/A

Cat. Avg.7.20%

Fund7.84%

Cat. Avg.7.88%

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	YTM	Val (Cr)	% Assets
1	5773	Equity	Foreign		5773		438.74	30.59%
2	Bharti Airtel Ltd	Equity	Listed	Large Cap	Telecom - Services		101.42	7.07%
3	TREPS	CASH	TREPS / Reverse Repo		TREPS / Reverse Repo	6.61%	99.41	6.93%
4	Reliance Industries Ltd	Equity	Listed	Large Cap	Petroleum Products		93.10	6.49%
5	HDFC Bank Ltd	Equity	Listed	Large Cap	Banks		80.39	5.60%
6	ICICI Bank Ltd	Equity	Listed	Large Cap	Banks		76.12	5.31%
7	Margin Money For Derivatives	CASH	Others		Others		63.82	4.45%
8	Axis Bank Ltd	Equity	Listed	Large Cap	Banks		43.48	3.03%
9	Interglobe Aviation Ltd APR-2026	Derivative	Future/Option		Stock Future		39.11	2.73%
10	Hindustan Aeronautics Ltd APR-2026	Derivative	Future/Option		Stock Future		32.38	2.26%

Similar Funds

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Incep: 15-02-2007

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Fund Details

Nippon India ETF Gold Bees

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Edelweiss Small Cap Fund - Regular Plan - Growth

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NAV / Fund Size

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Small Cap FundVery High RiskEquity

4.24%

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16.40%

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23.31%

Fund Details

Edelweiss Small Cap Fund - Regular Plan - Growth

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16.40%

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Sundaram Mid Cap Fund Regular Plan - Growth

Sundaram Mutual Fund

Expense Ratio: 1.72

NAV / Fund Size

₹1,493.51₹13,342.03 Cr

Incep: 24-06-2002

Mid Cap FundVery High RiskEquity

7.61%

7.97%

20.63%

18.23%

15.68%

Fund Details

Sundaram Mid Cap Fund Regular Plan - Growth

NAV / Fund Size₹1,493.51₹13,342.03 Cr

Mid Cap FundVery High RiskEquity

7.61%

7.97%

20.63%

18.23%

15.68%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	60175	+0.3%	+0.6%
2Y	07 Aug, 24	1.20 L.	1.23 L.	+2.4%	+2.5%
3Y	07 Aug, 23	1.80 L.	1.93 L.	+7.4%	+4.9%
SI	07 Jan, 22	2.75 L.	3.25 L.	+18.0%	+7.4%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Jul, 25	1 L.	1.00 L.	+0.2%	+0.2%
2Y	16 Jul, 24	1 L.	1.07 L.	+7.3%	+3.6%
3Y	17 Jul, 23	1 L.	1.27 L.	+26.7%	+8.2%
SI	03 Jan, 22	1 L.	1.41 L.	+40.8%	+7.8%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.