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

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tortoise-icon Sundaram Equity Savings Fund (G)

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

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

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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 (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 2.58% 2.69% 2.69%
6 Month -1.86% -1.1% -1.1%
1 Year 8.8% 10.52% 10.52%
3 Year 10.3% 12.16% 12.16%
5 Year 15.08% 16.9% 16.9%

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 0.17% 0.6% 0.6%
1 Year 2.94% 4.55% 4.55%
3 Year 11.1% 12.94% 12.94%
5 Year 11.58% 13.43% 13.43%

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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