Kotak Equity Savings Fund vs Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) compare

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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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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Risk	Moderate Risk	Moderately High Risk
Asset Size (Cr)	₹1067 Cr	₹1067 Cr	₹8177 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	13 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	0.75	0.75	1.76
Manager	Dwijendra Srivastava	Dwijendra Srivastava	Abhishek Bisen
ISIN Code	INF173K01GZ9	INF173K01GZ9	INF174K01C78
Exits Load	Sundaram Equity Savings Fund - Direct Plan - Growth Accumulation Plan charges 0.5% of sell value; if fund sold before 7 days. There are no other charges./365	Sundaram Equity Savings Fund - Direct Plan - Growth Accumulation Plan charges 0.5% of sell value; if fund sold before 7 days. There are no other charges./365	Kotak Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

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	-0.3%	-0.3%	-1.37%
6 Month	-0.09%	-0.09%	-2.63%
1 Year	10.09%	10.09%	5.95%
3 Year	11.84%	11.84%	10.23%
5 Year	14.08%	14.08%	10.19%

SIP Return Analysis

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	5.3%	5.3%	-0.11%
3 Year	12.65%	12.65%	9.76%
5 Year	13.52%	13.52%	10.43%

Rolling Lumpsum Returns

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	9.43%	9.43%	8.74%
3 Year	9.27%	9.27%	8.81%
5 Year	10.01%	10.01%	8.68%

Risk Management

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	5.609%	5.609%	4.535%
Sharp	0.932%	0.932%	0.86%
Beta	-	-	-
Alpha	-	-	-

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Fund Managers

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

Market Cap

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	0.22	28.8	31.03
Large Cap	50.55	53.45	24.13
Mid Cap	8.69	10.77	6.24
Small Cap	9.22	6.25	8.75

Sector Allocation

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	0.22	28.8	31.03
Petroleum Products	6.47	8.78	1.32
IT - Software	6.97	6.11	4.02
Cement & Cement Products	2.07	1.24	-0.01
Construction	1.83	2.4	0.95
Ferrous Metals	0.19	0.54	0
Consumer Durables	1.86	1.59	1.5
Banks	15.31	15.79	5.45
Diversified FMCG	1.74	1.51	2.33
Non - Ferrous Metals	0.96	0.86	-0.01
Pharmaceuticals & Biotechnology	4.48	4.29	0
Automobiles	5.21	7.04	6.26
Finance	2.92	2.73	1.88
Transport Services	2.08	2.29	0.45
Electrical Equipment	3.09	2.41	0.14
Realty	0.29	0.28	-0.01
Industrial Products	0.71	-	-
Telecom - Services	5.86	5.76	0.79
Metals & Minerals Trading	0.38	0.3	-0.01
Auto Components	0.42	0.39	0.46
Retailing	1.36	1.91	2.51
Beverages	0.93	0.94	1.11
Capital Markets	2.07	1.8	1.2
Power	0.37	0.57	2.03
Transport Infrastructure	0.32	0.27	-0.02
Insurance	0.57	0.67	1
Personal Products	-	-	0.9
Leisure Services	-	-	1.32
Aerospace & Defense	-	-	-0.01
Chemicals & Petrochemicals	-	-	0.74
Gas	-	-	1.71
Diversified Metals	-	-	-0.0099999999999998
Oil	-	-	-0.01
Entertainment	-	-	0.47
Healthcare Services	-	-	0.21
Minerals & Mining	-	-	0
Fertilizers & Agrochemicals	-	-	0
Industrial Manufacturing	-	-	0.46