Sundaram Equity Savings Fund
Direct · Growth ₹83.40
03 Nov 2026
NAV
10.6%
3Y CAGR
10.6%
5Y CAGR
10.5%
10Y CAGR
10.4%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
5.86
Sharpe
-13.9%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.77%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.48 L | 10.3% | -22.0% | 42.0% |
| 3 Years | ₹36.00 L | ₹41.67 L | 10.6% | -4.5% | 21.3% |
| 5 Years | ₹60.00 L | ₹79.40 L | 10.9% | 0.7% | 17.0% |
| 7 Years | ₹84.00 L | ₹1.26 Cr | 11.3% | 2.9% | 15.1% |
| 10 Years | ₹1.20 Cr | ₹2.19 Cr | 11.5% | 9.5% | 13.2% |
| 12 Years | ₹1.44 Cr | ₹2.94 Cr | 11.2% | 9.8% | 12.0% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 10.3% | 6.9% |
| 3 Years | 10.6% | 9.2% |
| 5 Years | 10.9% | 9.3% |
| 7 Years | 11.3% | 9.2% |
| 10 Years | 11.5% | 9.2% |
| 12 Years | 11.2% | 9.1% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 10.3% | 8.8% | -9.1% | 39.1% | 0.51 | 1.59 | 97% | — | — |
| 3 Years | 10.6% | 9.9% | 1.5% | 18.6% | 1.23 | 7.01 | 100% | — | — |
| 5 Years | 10.6% | 10.4% | 3.5% | 17.8% | 1.45 | 15.40 | 100% | — | — |
| 10 Years | 10.5% | 10.7% | 8.7% | 11.5% | 5.86 | — | 100% | — | — |
-13.9%
Max Drawdown
2 mo
Drawdown Duration
4 mo
Recovery Time
-1.2%
Avg Drawdown
Calmar Ratio by Duration
0.74
1Y
0.76
3Y
0.76
5Y
0.75
7Y
0.76
10Y
0.74
12Y
60
Total Holdings
47.7%
Top 10 Weight
30
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Bharti Airtel Ltd | 9.29% |
| 2 | ICICI Bank Ltd | 7.53% |
| 3 | Reliance Industries Ltd | 7.36% |
| 4 | HDFC Bank Ltd | 5.52% |
| 5 | Axis Bank Ltd | 4.87% |
| 6 | Larsen & Toubro Ltd | 3.59% |
| 7 | Kotak Mahindra Bank Ltd | 3.14% |
| 8 | State Bank of India | 2.44% |
| 9 | Mahindra & Mahindra Ltd | 2.00% |
| 10 | Hindalco Industries Ltd | 1.98% |