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Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option is a hybrid scheme managed by Sundaram Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 12.86%, with the bottom and top quartiles at 12.09% and 13.33% respectively. It has ranked in the top half of its category for 1 of the last 1 reported years. The total expense ratio is 1.27% on assets of ₹1,079Cr. The fund is currently managed by Rohit Seksaria, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 92% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| BHARTI AIRTEL LIMITED | Communication Services | 9.69% |
| RELIANCE INDUSTRIES LIMITED | Energy | 8.85% |
| HDFC BANK LIMITED | Financial Services | 7.39% |
| ICICI BANK LIMITED | Financial Services | 7.14% |
| AXIS BANK LIMITED | Financial Services | 4.40% |
| LARSEN AND TOUBRO LIMITED | Industrials | 3.71% |
| STATE BANK OF INDIA | Financial Services | 3.21% |
| MAHINDRA AND MAHINDRA LIMITED | Consumer Cyclical | 2.55% |
| PATANJALI FOODS LIMITED | Consumer Defensive | 2.39% |
| LIC HOUSING FINANCE LIMITED | Financial Services | 2.30% |
| HINDALCO INDUSTRIES LIMITED | Basic Materials | 1.44% |
| JSW STEEL LIMITED | Basic Materials | 1.04% |
| NTPC LIMITED | Utilities | 0.95% |
| BHARAT ELECTRONICS LIMITED | Industrials | 0.88% |
| FRACTAL ANALYTICS PRIVATE LIMITED | Technology | 0.82% |
| PB FINTECH LIMITED | Financial Services | 0.82% |
| TATA STEEL LIMITED | Basic Materials | 0.77% |
| HINDUSTAN UNILEVER LIMITED | Consumer Defensive | 0.75% |
| HCL TECHNOLOGIES LIMITED | Technology | 0.74% |
| COROMANDEL INTERNATIONAL LIMITED | Basic Materials | 0.72% |
| CUMMINS INDIA LIMITED | Industrials | 0.69% |
| AUROBINDO PHARMA LIMITED | Healthcare | 0.67% |
| TVS MOTOR COMPANY LIMITED | Consumer Cyclical | 0.66% |
| INFOSYS LIMITED | Technology | 0.65% |
| AMBER ENTERPRISES INDIA LIMITED | Consumer Cyclical | 0.64% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 10 | 15.99% |
| Telecommunication | — | 4.84% |
| Oil, Gas & Consumable Fuels | — | 4.82% |
| Automobile and Auto Components | — | 2.52% |
| Construction | — | 1.85% |
| Fast Moving Consumer Goods | — | 1.83% |
| Metals & Mining | — | 1.82% |
| Information Technology | — | 1.51% |
| Healthcare | 5 | 0.96% |
| Power | — | 0.94% |
Active bets vs the average Hybrid fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | 1.17% | 7.61% | 11.48% | 17.12% | 24.20% | 100.0% |
| 3Y | 10.75% | 12.09% | 12.86% | 13.33% | 15.38% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 51.6% means concentration is in line with most actively-managed Indian equity funds. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Hybrid.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.