Sundaram Equity Savings Fund Direct Growth
Scheme code: INF173K01GZ9
NAV value:
₹ 80.4086
NAV date: 19 March, 2026
TER: 0.75%
Fund option: Direct
Fund type: Growth
Asset class: Hybrid
Asset category: Equity Savings
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -9.13 | 39.15 | 9.22 | 10.66 | 8.62 |
| 3 year | 1.50 | 18.56 | 9.86 | 10.58 | 10.96 |
| 5 year | 3.54 | 17.82 | 10.35 | 10.58 | 10.67 |
| 7 year | 4.90 | 12.78 | 10.43 | 10.31 | 9.71 |
| 10 year | 8.74 | 11.50 | 10.82 | 10.52 | 9.24 |
| 12 year | 9.92 | 11.14 | 10.56 | 10.46 | 9.62 |
SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,54,830 - Absolute Returns: ₹54,830 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹41,97,192 - Absolute Returns: ₹5,97,192 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹79,43,323 - Absolute Returns: ₹19,43,323 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,25,89,074 - Absolute Returns: ₹41,89,074 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,19,92,254 - Absolute Returns: ₹99,92,254 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,97,06,220 - Absolute Returns: ₹1,53,06,220 - CAGR: %Drawdown Metrics
Max Drawdown
-13.88 %
Drawdown Duration
2 months
Recovery Time
4 months
Avg Drawdown
-1.17 %
Calmar Ratio by Duration
1
Y
0.7682
3
Y
0.7625
5
Y
0.7625
7
Y
0.743
10
Y
0.7582
12
Y
0.7538