Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

Factsheet

As of 31 Aug 2026

Inception

23 May 2002

Fund managers

Clyton Richard Fernandes, Rohit Seksaria, Kumaresh Ramakrishnan (since 01 Jan 2022)

Benchmark

Nifty Equity Savings Index TRI

Regular expense

1.9%

Direct expense

0.7%

Portfolio turnover

55.9

Minimum investment

₹ 100

SIP minimum

₹ 100

Exit load

0.5% if redeemed within 7 days from the date of allotment. > 7 Days: Nil

Standard deviation

6%

Beta

1.1

Sharpe

0.5