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
Chart Comparison
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 | 2.69% | 2.69% | 2.06% |
6 Month | -1.1% | -1.1% | 0.89% |
1 Year | 10.52% | 10.52% | 8.86% |
3 Year | 12.16% | 12.16% | 9.02% |
5 Year | 16.9% | 16.9% | 11.53% |
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 | 0.6% | 0.6% | 1.04% |
1 Year | 4.55% | 4.55% | 4.95% |
3 Year | 12.94% | 12.94% | 10.16% |
5 Year | 13.43% | 13.43% | 9.64% |
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 | - | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
3Y Returns7.39%
DSP Equity Savings Fund - Regular Plan - Growth
3Y Returns9.94%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns6.72%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns6.72%
Aditya Birla Sun Life Frontline Equity Fund-Growth
3Y Returns13.7%
Axis Bluechip Fund - Regular Plan - Growth
3Y Returns9.11%
Kotak ELSS Tax Saver Fund-Scheme-Growth
3Y Returns14.41%
LIC MF ELSS Regular Plan-Growth
3Y Returns13.77%