Sundaram Equity Savings Fund (G) vs Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) compare
Sundaram Equity Savings Fund (G)
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
Chart Comparison
Overview
Scheme Name | Sundaram Equity Savings Fund (G) | 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 |
---|---|---|---|
Fund | Sundaram Equity Savings Fund (G) | 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 |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Moderate | Moderate | Moderate |
Asset Size (Cr) | ₹1067 Cr | ₹1067 Cr | ₹1067 Cr |
Min Investment | ₹100 | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹200000 | ₹200000 |
Min Addl Investment | ₹100 | ₹100 | ₹100 |
Launch Date | 23 May 2002 | 02 Jan 2013 | 02 Jan 2013 |
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 | % | % | % |
Expense Ratio | 2.19 | 0.75 | 0.75 |
Manager | Dwijendra Srivastava | Dwijendra Srivastava | Dwijendra Srivastava |
ISIN Code | INF173K01213 | INF173K01GZ9 | INF173K01GZ9 |
Exits Load | Sundaram Equity Savings Fund - 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 | 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 |
Trailing Lumpsum Returns
Scheme Name | Sundaram Equity Savings Fund (G) | 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 |
---|---|---|---|
1 Month | 1.88% | 2% | 2% |
6 Month | 0.67% | 1.43% | 1.43% |
1 Year | 9.94% | 11.7% | 11.7% |
3 Year | 10.66% | 12.51% | 12.51% |
5 Year | 15.03% | 16.85% | 16.85% |
SIP Return Analysis
Scheme Name | Sundaram Equity Savings Fund (G) | 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 |
---|---|---|---|
6 Month | 1.7% | 2.07% | 2.07% |
1 Year | 4.9% | 6.5% | 6.5% |
3 Year | 11.54% | 13.38% | 13.38% |
5 Year | 11.73% | 13.57% | 13.57% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Equity Savings Fund (G) | 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 |
---|---|---|---|
1 Year | 7.94% | 9.43% | 9.43% |
3 Year | 7.85% | 9.27% | 9.27% |
5 Year | 7.83% | 10.01% | 10.01% |
Risk Management
Scheme Name | Sundaram Equity Savings Fund (G) | 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 |
---|---|---|---|
Standard Deviation | 5.676% | 5.681% | 5.681% |
Sharp | 0.575% | 0.875% | 0.875% |
Beta | - | - | - |
Alpha | - | - | - |
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Fund Managers
Scheme Name | Sundaram Equity Savings Fund (G) | 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 |
---|---|---|---|
Name | Dwijendra Srivastava | Dwijendra Srivastava | Dwijendra Srivastava |
Total AUM | ₹14140 Cr | ₹14140 Cr | ₹14140 Cr |
Funds Managed | 14 | 14 | 14 |
Sundaram Equity Savings Fund (G) | 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 |
Market Cap
Scheme Name |
Sundaram Equity Savings Fund (G) |
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 |
---|---|---|---|
Others | 27.55 | 27.55 | 27.55 |
Large Cap | 58.49 | 58.49 | 58.49 |
Mid Cap | 8.77 | 8.77 | 8.77 |
Small Cap | 5.19 | 5.19 | 5.19 |
Sector Allocation
Scheme Name |
Sundaram Equity Savings Fund (G) |
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 |
---|---|---|---|
Others | 27.69 | 27.69 | 27.69 |
Energy | 8.35 | 8.35 | 8.35 |
Technology | 8.85 | 8.85 | 8.85 |
Basic Materials | 2.65 | 2.65 | 2.65 |
Industrials | 6.64 | 6.64 | 6.64 |
Financial Services | 21.31 | 21.31 | 21.31 |
Consumer Defensive | 4.31 | 4.31 | 4.31 |
Healthcare | 3.57 | 3.57 | 3.57 |
Consumer Cyclical | 10.06 | 10.06 | 10.06 |
Communication Services | 5.78 | 5.78 | 5.78 |
Real Estate | 0.25 | 0.25 | 0.25 |
Utilities | 0.54 | 0.54 | 0.54 |
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