Research & DIY Experimentation Only: This site is for educational and informational purposes only. No assurance is provided on data correctness and it is not SEBI-registered investment advice.
MF_149679

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

Hybrid Scheme - Equity Savings

Back to Home
End Amount
₹14,952.36
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
8.70%
MF_149679 Return
Benchmark CAGR
6.99%
Nifty 50
Inflation Adj. CAGR
4.13%
Real Annualized Return
Alpha
0.02
Excess Return vs Benchmark
Beta
0.42
Volatility vs Benchmark
Sharpe Ratio
0.46
Risk-Adjusted Return
Sortino Ratio
0.71
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 53% 16% 34%
60 days 55% 12% 20%
90 days 53% 11% 14%
180 days 46% 7% 7%
1Yr 53% 4% 5%
3Yr 49% 1% 1%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Nifty 50
30 days -1.6% | -30.7% | 9.8% | 55.2% 26.6% | -59.7% | 8.7% | 163.5%
60 days -15.0% | -19.2% | 10.4% | 39.7% -23.0% | -41.6% | 7.8% | 94.7%
90 days -10.7% | -12.1% | 10.5% | 35.1% -25.0% | -32.5% | 11.5% | 61.5%
1 Year -1.6% | 0.2% | 10.4% | 22.6% -10.0% | -6.9% | 9.8% | 31.0%
3 Years 8.8% | 8.4% | 12.5% | 15.0% 7.7% | 6.2% | 12.7% | 18.2%
5 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 2 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 17, 2022 Aug. 11, 2022 206 days 6% Nifty 50: 16% 10198 9587 10244
Jan. 2, 2026 Aug. 1, 2026 211 days 6% Nifty 50: 15% 15338 14385 15376