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
| 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) | ₹990 Cr | ₹990 Cr | ₹990 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 | 2.18 | 0.61 | 0.61 |
| 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 |
| 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 | 2.33% | 2.48% | 2.48% |
| 6 Month | 4.87% | 5.74% | 5.74% |
| 1 Year | 13.87% | 15.76% | 15.76% |
| 3 Year | 10.7% | 12.59% | 12.59% |
| 5 Year | 13.11% | 14.86% | 14.86% |
| 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 Year | 13.36% | 15.19% | 15.19% |
| 3 Year | 13.87% | 15.77% | 15.77% |
| 5 Year | 13.64% | 15.5% | 15.5% |
| 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 | 7.83% | 9.23% | 9.23% |
| 3 Year | 7.82% | 9.15% | 9.15% |
| 5 Year | 7.8% | 9.94% | 9.94% |
| 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 | 5.34% | 5.34% | 5.34% |
| Sharp | 0.85% | 1.16% | 1.16% |
| Beta | 0.97% | 0.97% | 0.97% |
| Alpha | 1.54% | 3.27% | 3.27% |
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| 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 |
| Fund Manage | 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 |
| 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 | 0.22 | 0.22 | - |
| Large Cap | 50.55 | 50.55 | - |
| Mid Cap | 8.69 | 8.69 | - |
| Small Cap | 9.22 | 9.22 | - |
| 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 | 0.22 | 0.22 | - |
| Petroleum Products | 6.47 | 6.47 | - |
| IT - Software | 6.97 | 6.97 | - |
| Cement & Cement Products | 2.07 | 2.07 | - |
| Construction | 1.83 | 1.83 | - |
| Ferrous Metals | 0.19 | 0.19 | - |
| Consumer Durables | 1.86 | 1.86 | - |
| Banks | 15.31 | 15.31 | - |
| Diversified FMCG | 1.74 | 1.74 | - |
| Non - Ferrous Metals | 0.96 | 0.96 | - |
| Pharmaceuticals & Biotechnology | 4.48 | 4.48 | - |
| Automobiles | 5.21 | 5.21 | - |
| Finance | 2.92 | 2.92 | - |
| Transport Services | 2.08 | 2.08 | - |
| Electrical Equipment | 3.09 | 3.09 | - |
| Realty | 0.29 | 0.29 | - |
| Industrial Products | 0.71 | 0.71 | - |
| Telecom - Services | 5.86 | 5.86 | - |
| Metals & Minerals Trading | 0.38 | 0.38 | - |
| Auto Components | 0.42 | 0.42 | - |
| Retailing | 1.36 | 1.36 | - |
| Beverages | 0.93 | 0.93 | - |
| Capital Markets | 2.07 | 2.07 | - |
| Power | 0.37 | 0.37 | - |
| Transport Infrastructure | 0.32 | 0.32 | - |
| Insurance | 0.57 | 0.57 | - |
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