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

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

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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 Risk	Moderate Risk	Low to Moderate Risk
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	-0.3%	-0.3%	-0.16%
6 Month	-0.09%	-0.09%	0.88%
1 Year	10.09%	10.09%	8.21%
3 Year	11.84%	11.84%	8.67%
5 Year	14.08%	14.08%	8.88%

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	-	-	-
1 Year	4.9%	4.9%	4.79%
3 Year	12.67%	12.67%	9.73%
5 Year	13.59%	13.59%	9.55%

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	5.609%	5.609%	3.977%
Sharp	0.932%	0.932%	0.591%
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
Fund Manage	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	0.22	28.8	30.31
Large Cap	50.55	53.45	14.56
Mid Cap	8.69	10.77	4.11
Small Cap	9.22	6.25	1.34

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	0.22	28.8	30.31
Petroleum Products	6.47	8.78	1.75
IT - Software	6.97	6.11	2.76
Cement & Cement Products	2.07	1.24	0.49
Construction	1.83	2.4	0.85
Ferrous Metals	0.19	0.54	0.2
Consumer Durables	1.86	1.59	0.7
Banks	15.31	15.79	5.18
Diversified FMCG	1.74	1.51	0.67
Non - Ferrous Metals	0.96	0.86	-
Pharmaceuticals & Biotechnology	4.48	4.29	1.32
Automobiles	5.21	7.04	0.3
Finance	2.92	2.73	0.92
Transport Services	2.08	2.29	0.41
Electrical Equipment	3.09	2.41	0.36
Realty	0.29	0.28	-
Industrial Products	0.71	-	0.44
Telecom - Services	5.86	5.76	0.85
Metals & Minerals Trading	0.38	0.3	-
Auto Components	0.42	0.39	0.56
Retailing	1.36	1.91	-
Beverages	0.93	0.94	-
Capital Markets	2.07	1.8	-
Power	0.37	0.57	1.04
Transport Infrastructure	0.32	0.27	-0.03
Insurance	0.57	0.67	-0.01
Agricultural, Commercial & Construction Vehicles	-	-	0.45
Financial Technology (Fintech)	-	-	0.34
Industrial Manufacturing	-	-	0.46