Sundaram Equity Savings Fund (Formerly Known As Principal Equity Savings Fund)- Direct Plan - Income Distribution Cum Capital Withdrawal Option (IDCW)
Expense Ratio: 0.59
Risk: Moderate
Hybrid Scheme - Equity Savings
Plan: Direct
Benchmark: Nifty Equity Savings Index
Inception: 22-04-2002
Exit Load: Nil
Fund Size:₹1,202.89 Cr
Performance
1Y
Fund3.24%
Cat. Avg.4.69%
2Y
Fund8.29%
Cat. Avg.5.63%
3Y
Fund7.57%
Cat. Avg.9.35%
5Y
FundN/A
Cat. Avg.8.49%
10Y
FundN/A
Cat. Avg.8.28%
SI
Fund5.20%
Cat. Avg.9.09%
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 | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | 5773 | 438.74 | 30.59% |
| 2 | Bharti Airtel Ltd | 101.42 | 7.07% |
| 3 | TREPS | 99.41 | 6.93% |
| 4 | Reliance Industries Ltd | 93.10 | 6.49% |
| 5 | HDFC Bank Ltd | 80.39 | 5.60% |
| 6 | ICICI Bank Ltd | 76.12 | 5.31% |
| 7 | Margin Money For Derivatives | 63.82 | 4.45% |
| 8 | Axis Bank Ltd | 43.48 | 3.03% |
| 9 | Interglobe Aviation Ltd APR-2026 | 39.11 | 2.73% |
| 10 | Hindustan Aeronautics Ltd APR-2026 | 32.38 | 2.26% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 08 Jul, 24 | 60000 | 60955 | +1.6% | +3.1% |
| 2Y | 07 Jul, 23 | 1.20 L. | 1.27 L. | +5.5% | +5.4% |
| 3Y | 07 Jul, 22 | 1.80 L. | 1.98 L. | +10.0% | +6.4% |
| SI | 07 Jan, 22 | 2.10 L. | 2.34 L. | +11.7% | +6.3% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 27 Jun, 24 | 1 L. | 1.03 L. | +3.2% | +3.2% |
| 2Y | 27 Jun, 23 | 1 L. | 1.17 L. | +17.3% | +8.3% |
| 3Y | 27 Jun, 22 | 1 L. | 1.24 L. | +24.5% | +7.6% |
| SI | 03 Jan, 22 | 1 L. | 1.19 L. | +19.3% | +5.2% |
SIP Planner
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP 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.