Sundaram Equity Savings Fund
Direct · Growth ₹82.33
24 Apr 2026
NAV
10.6%
3Y CAGR
10.6%
5Y CAGR
10.5%
10Y CAGR
10.5%
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.
5.52
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.
NA
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 | ₹12.51 L | 10.7% | -22.0% | 42.0% |
| 3 Years | ₹36.00 L | ₹41.84 L | 10.8% | -4.5% | 21.3% |
| 5 Years | ₹60.00 L | ₹79.99 L | 11.0% | 0.7% | 17.0% |
| 10 Years | ₹1.20 Cr | ₹2.21 Cr | 11.7% | 9.5% | 13.2% |