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

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

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Kotak Equity Savings Fund - Regular - Growth

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Overview

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	-2.19%	-2.19%	-2.16%
6 Month	5.9%	5.9%	3.61%
1 Year	16.73%	16.73%	14.63%
3 Year	11.38%	11.38%	10.31%
5 Year	14.34%	14.34%	10.77%

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	14.25%	14.25%	10.58%
3 Year	15.1%	15.1%	13.11%
5 Year	15.22%	15.22%	12.39%

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%	8.66%
3 Year	9.15%	9.15%	8.72%
5 Year	9.94%	9.94%	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