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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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Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

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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	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
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	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Investment Plan	Growth	Growth	Growth
Level of Risk	Moderate	Moderate	Moderate
Asset Size (Cr)	₹1140 Cr	₹1140 Cr	₹857 Cr
Min Investment	₹100	₹100	₹1000
Min SIP Invesment	₹200000	₹200000	₹100
Min Addl Investment	₹100	₹100	₹1000
Launch Date	02 Jan 2013	02 Jan 2013	28 Nov 2014
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	%	%	378%
Expense Ratio	0.75	0.75	1.12
Manager	Dwijendra Srivastava	Dwijendra Srivastava	Pranav Gupta
ISIN Code	INF173K01GZ9	INF173K01GZ9	INF209KA1TS3
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	Aditya Birla Sun Life 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	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
1 Month	1.57%	1.57%	0.95%
6 Month	4.68%	4.68%	6.21%
1 Year	9.61%	9.61%	6.46%
3 Year	15.51%	15.51%	8.55%
5 Year	15.91%	15.91%	9.54%

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	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
6 Month	4.17%	4.17%	2.25%
1 Year	9.93%	9.93%	9.15%
3 Year	14.05%	14.05%	9.18%
5 Year	13.78%	13.78%	8.17%

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	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
1 Year	9.52%	9.52%	8.05%
3 Year	9.37%	9.37%	7.59%
5 Year	10.08%	10.08%	7.98%

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	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Standard Deviation	5.35%	5.35%	4.8%
Sharp	1.03%	1.03%	0.86%
Beta	-	-	0.1%
Alpha	-	-	2.35%

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	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Name	Dwijendra Srivastava	Dwijendra Srivastava	Pranav Gupta
Total AUM	₹14140 Cr	₹14140 Cr	₹10003 Cr
Funds Managed	14	14	9
	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	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

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	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Others	27.55	27.55	32.52
Large Cap	58.49	58.49	58.43
Mid Cap	8.77	8.77	7.76
Small Cap	5.19	5.19	1.28

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	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Others	27.69	27.69	28.15
Energy	8.35	8.35	6.89
Technology	8.85	8.85	5.44
Basic Materials	2.65	2.65	2.68
Industrials	6.64	6.64	9.35
Financial Services	21.31	21.31	25.93
Consumer Defensive	4.31	4.31	3.17
Healthcare	3.57	3.57	2.41
Consumer Cyclical	10.06	10.06	7.07
Communication Services	5.78	5.78	2.82
Real Estate	0.25	0.25	3.79
Utilities	0.54	0.54	2.29