Kotak Equity Savings Fund vs Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) compare
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
Kotak Equity Savings Fund - Regular - Growth
Chart Comparison
| Scheme Name | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|---|
| Fund | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Kotak Equity Savings Fund - Regular - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderate | Moderate | Moderately High |
| Asset Size (Cr) | ₹849 Cr | ₹849 Cr | ₹7089 Cr |
| Min Investment | ₹100 | ₹100 | ₹100 |
| Min SIP Invesment | ₹200000 | ₹200000 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 | ₹100 |
| Launch Date | 02 Jan 2013 | 02 Jan 2013 | 11 Oct 2014 |
| Category | Equity Savings | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | % | % | 492.24% |
| Expense Ratio | 0.5 | 0.5 | 1.79 |
| Manager | Dwijendra Srivastava | Dwijendra Srivastava | Abhishek Bisen |
| ISIN Code | INF173K01GZ9 | INF173K01GZ9 | INF174K01C78 |
| Exits Load | Nil/365 | Nil/365 | Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 90 days./365 |
| Scheme Name | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|---|
| 1 Month | 1.5% | 1.5% | 1.43% |
| 6 Month | 10.59% | 10.59% | 9.71% |
| 1 Year | 20.88% | 20.88% | 21.04% |
| 3 Year | 13.39% | 13.39% | 13% |
| 5 Year | 13.19% | 13.19% | 12.28% |
| Scheme Name | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 9.13% | 9.13% | 9.08% |
| 3 Year | 24.19% | 24.19% | 22.75% |
| 5 Year | 45.97% | 45.97% | 37.57% |
| Scheme Name | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|---|
| 1 Year | 9.23% | 9.23% | 8.65% |
| 3 Year | 9.15% | 9.15% | 8.73% |
| 5 Year | 9.91% | 9.91% | 8.63% |
| Scheme Name | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|---|
| Standard Deviation | 5.34% | 5.34% | 3.82% |
| Sharp | 1.16% | 1.16% | 1.46% |
| Beta | 0.97% | 0.97% | 0.7% |
| Alpha | 3.27% | 3.27% | 3.58% |
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| Scheme Name | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|---|
| Name | Dwijendra Srivastava | Dwijendra Srivastava | Abhishek Bisen |
| Total AUM | ₹14140 Cr | ₹14140 Cr | ₹0 Cr |
| Fund Manage | 14 | 14 | 33 |
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Kotak Equity Savings Fund - Regular - Growth |
| Scheme Name |
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option |
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option |
Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|---|
| Others | 17.37 | - | 29.09 |
| Large Cap | 59.98 | - | 21.05 |
| Small Cap | 10.67 | - | 7.64 |
| Mid Cap | 8.59 | - | 5.33 |
| Scheme Name |
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option |
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option |
Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|---|
| Others | 15.63 | - | 27.44 |
| Automobiles | 9.32 | - | 3.72 |
| Petroleum Products | 7.19 | - | 1.39 |
| It - Software | 7.33 | - | - |
| Construction | 1.73 | - | 1 |
| Cement & Cement Products | 2.07 | - | -0.01 |
| Ferrous Metals | 0.21 | - | 0 |
| Consumer Durables | 2.12 | - | 1.93 |
| Banks | 19.64 | - | 3.39 |
| Diversified Fmcg | 2.09 | - | - |
| Non - Ferrous Metals | 1.05 | - | -0.01 |
| Pharmaceuticals & Biotechnology | 5.43 | - | 0.51 |
| Electrical Equipment | 3.01 | - | 0 |
| Finance | 4.45 | - | 1.51 |
| It - Services | 0.26 | - | - |
| Diversified Metals | 0.33 | - | 0 |
| Chemicals & Petrochemicals | 0.37 | - | - |
| Realty | 0.36 | - | 0 |
| Industrial Products | 0.87 | - | - |
| Household Products | 0.26 | - | - |
| Telecom - Services | 5.47 | - | 0.85 |
| Metals & Minerals Trading | 0.45 | - | -0.01 |
| Auto Components | 0.59 | - | 0.82 |
| Transport Services | 1.4 | - | 0.74 |
| Retailing | 0.79 | - | 2.59 |
| Beverages | 1.07 | - | 0.99 |
| Capital Markets | 1.66 | - | 1.05 |
| Power | 0.42 | - | 2.02 |
| Transport Infrastructure | 0.41 | - | -0.02 |
| Insurance | 0.63 | - | 1.27 |
| IT - Software | - | - | 3.49 |
| Personal Products | - | - | 1.16 |
| Diversified FMCG | - | - | 2.24 |
| Leisure Services | - | - | 1.3 |
| Aerospace & Defense | - | - | 0 |
| Other Electrical Equipment | - | - | 0.05 |
| Gas | - | - | 2.17 |
| Oil | - | - | -0.01 |
| Entertainment | - | - | 0.45 |
| Healthcare Services | - | - | 0.26 |
| Minerals & Mining | - | - | 0 |
| Fertilizers & Agrochemicals | - | - | 0 |
| Textiles & Apparels | - | - | 0.25 |
| Industrial Manufacturing | - | - | 0.58 |
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