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
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 | 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) | ₹1067 Cr | ₹1067 Cr | ₹650 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 | 2.62% | 2.62% | 1.99% |
6 Month | 2.36% | 2.36% | 3.12% |
1 Year | 11.06% | 11.06% | 7.99% |
3 Year | 13.64% | 13.64% | 8.92% |
5 Year | 16.44% | 16.44% | 10.91% |
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 | 2.1% | 2.1% | 2.26% |
1 Year | 5.92% | 5.92% | 6.5% |
3 Year | 12.89% | 12.89% | 8.85% |
5 Year | 13.13% | 13.13% | 8.11% |
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 | 9.43% | 9.43% | 8.3% |
3 Year | 9.27% | 9.27% | 7.54% |
5 Year | 10.01% | 10.01% | 7.67% |
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 | 5.681% | 5.681% | 4.8% |
Sharp | 0.875% | 0.875% | 0.42% |
Beta | - | - | 0.79% |
Alpha | - | - | -0.92% |
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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 | 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 | -19.54 |
Large Cap | 58.49 | 58.49 | 52.58 |
Mid Cap | 8.77 | 8.77 | 12.72 |
Small Cap | 5.19 | 5.19 | 3.25 |
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 | -23.95 |
Energy | 8.35 | 8.35 | - |
Technology | 8.85 | 8.85 | - |
Basic Materials | 2.65 | 2.65 | - |
Industrials | 6.64 | 6.64 | - |
Financial Services | 21.31 | 21.31 | - |
Consumer Defensive | 4.31 | 4.31 | - |
Healthcare | 3.57 | 3.57 | - |
Consumer Cyclical | 10.06 | 10.06 | - |
Communication Services | 5.78 | 5.78 | - |
Real Estate | 0.25 | 0.25 | - |
Utilities | 0.54 | 0.54 | - |
Petroleum Products | - | - | 6.96 |
Electrical Equipment | - | - | 0.31 |
IT - Software | - | - | 3.41 |
Pharmaceuticals & Biotechnology | - | - | 2.33 |
Cement & Cement Products | - | - | 1.94 |
Personal Products | - | - | 0.08 |
Construction | - | - | 1.14 |
Ferrous Metals | - | - | 2.09 |
Finance | - | - | 4.47 |
Consumer Durables | - | - | 0.28 |
Banks | - | - | 19.74 |
Diversified FMCG | - | - | 1.03 |
Non - Ferrous Metals | - | - | 0.1 |
Automobiles | - | - | 4.9 |
Aerospace & Defense | - | - | 0.98 |
Insurance | - | - | 0.28 |
Realty | - | - | 4.36 |
Power | - | - | 2.07 |
Capital Markets | - | - | 0.34 |
Gas | - | - | 2.3 |
Agricultural Food & other Products | - | - | 0.07 |
Retailing | - | - | 0.69 |
Beverages | - | - | 0.11 |
Diversified Metals | - | - | 0.07 |
Oil | - | - | 1.33 |
Food Products | - | - | 0.14 |
Chemicals & Petrochemicals | - | - | 0.04 |
Auto Components | - | - | 0.06 |
Leisure Services | - | - | 0.02 |
Telecom - Services | - | - | 3.59 |
Metals & Minerals Trading | - | - | 0.06 |
Healthcare Services | - | - | 0.07 |
Consumable Fuels | - | - | 0.1 |
Minerals & Mining | - | - | 0.24 |
Transport Services | - | - | 0.61 |
Transport Infrastructure | - | - | 6.65 |
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