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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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tortoise-icon Tata Equity Savings Fund -Regular 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 (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 Tata Equity Savings Fund -Regular Plan-Growth Option
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 Tata Equity Savings Fund -Regular Plan-Growth Option
Investment Plan Growth Growth Growth
Level of Risk Moderate Moderate Low to Moderate
Asset Size (Cr) ₹1067 Cr ₹1067 Cr ₹250 Cr
Min Investment ₹100 ₹100 ₹5000
Min SIP Invesment ₹200000 ₹200000 ₹100
Min Addl Investment ₹100 ₹100 ₹1000
Launch Date 02 Jan 2013 02 Jan 2013 18 Aug 2003
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 % % 59.93%
Expense Ratio 0.75 0.75 1.13
Manager Dwijendra Srivastava Dwijendra Srivastava Sailesh Jain
ISIN Code INF173K01GZ9 INF173K01GZ9 INF277K01907
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 Tata Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 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 Tata Equity Savings Fund -Regular Plan-Growth Option
1 Month 3.26% 3.26% 2.34%
6 Month 0.71% 0.71% 2.33%
1 Year 11.27% 11.27% 9.53%
3 Year 12.24% 12.24% 9.03%
5 Year 16.5% 16.5% 11.2%

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 Tata Equity Savings Fund -Regular Plan-Growth Option
6 Month 2.07% 2.07% 1.94%
1 Year 6.5% 6.5% 6.28%
3 Year 13.38% 13.38% 10.49%
5 Year 13.57% 13.57% 9.75%

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 Tata Equity Savings Fund -Regular Plan-Growth Option
1 Year 9.43% 9.43% 7.05%
3 Year 9.27% 9.27% 7.05%
5 Year 10.01% 10.01% 6.89%

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 Tata Equity Savings Fund -Regular Plan-Growth Option
Standard Deviation 5.681% 5.681% 4.048%
Sharp 0.875% 0.875% 0.516%
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 Tata Equity Savings Fund -Regular Plan-Growth Option
Name Dwijendra Srivastava Dwijendra Srivastava Sailesh Jain
Total AUM ₹14140 Cr ₹14140 Cr ₹17041 Cr
Funds Managed 14 14 7
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 Tata Equity Savings Fund -Regular Plan-Growth Option

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

Tata Equity Savings Fund -Regular Plan-Growth Option

Others 27.55 27.55 34.75
Large Cap 58.49 58.49 55.69
Mid Cap 8.77 8.77 8.02
Small Cap 5.19 5.19 1.55

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

Tata Equity Savings Fund -Regular Plan-Growth Option

Others 27.69 27.69 34.29
Energy 8.35 8.35 6.21
Technology 8.85 8.85 3.32
Basic Materials 2.65 2.65 5.5
Industrials 6.64 6.64 12.58
Financial Services 21.31 21.31 19.96
Consumer Defensive 4.31 4.31 2.97
Healthcare 3.57 3.57 4.33
Consumer Cyclical 10.06 10.06 0.83
Communication Services 5.78 5.78 5.41
Real Estate 0.25 0.25 -
Utilities 0.54 0.54 4.59

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