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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 | 1.79% | 1.79% | 1.51% |
| 6 Month | 2.54% | 2.54% | 3.22% |
| 1 Year | 9.79% | 9.79% | 7.82% |
| 3 Year | 12.87% | 12.87% | 8.02% |
| 5 Year | 16.02% | 16.02% | 10.51% |
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 | 2.43% | 2.43% | 2.4% |
| 1 Year | 6.61% | 6.61% | 6.66% |
| 3 Year | 13.5% | 13.5% | 9.17% |
| 5 Year | 13.59% | 13.59% | 8.39% |
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% | -0.05% |
| Beta | - | - | 0.81% |
| Alpha | - | - | -1.31% |
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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 | -18.45 |
| Large Cap | 58.49 | 58.49 | 51.68 |
| Mid Cap | 8.77 | 8.77 | 13.58 |
| Small Cap | 5.19 | 5.19 | 2.2 |
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 | -22.77 |
| 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 | - | - | 6.09 |
| Electrical Equipment | - | - | 0.22 |
| IT - Software | - | - | 3.52 |
| Pharmaceuticals & Biotechnology | - | - | 2.13 |
| Cement & Cement Products | - | - | 1.73 |
| Personal Products | - | - | 0.11 |
| Construction | - | - | 1.37 |
| Finance | - | - | 2.64 |
| Ferrous Metals | - | - | 1.83 |
| Consumer Durables | - | - | 0.25 |
| Banks | - | - | 20.22 |
| Diversified FMCG | - | - | 2.73 |
| Non - Ferrous Metals | - | - | 0.09 |
| Automobiles | - | - | 4.52 |
| Aerospace & Defense | - | - | 0.72 |
| Insurance | - | - | 0.6 |
| Realty | - | - | 4.92 |
| Capital Markets | - | - | 0.35 |
| Gas | - | - | 1.94 |
| Agricultural Food & other Products | - | - | 0.09 |
| Retailing | - | - | 0.61 |
| Beverages | - | - | 0.08 |
| Diversified Metals | - | - | 0.05 |
| Agricultural, Commercial & Construction Vehicles | - | - | 0.05 |
| Oil | - | - | 1.17 |
| Food Products | - | - | 0.12 |
| Power | - | - | 2.07 |
| Chemicals & Petrochemicals | - | - | 0.08 |
| Auto Components | - | - | 0.05 |
| Leisure Services | - | - | 0.11 |
| Telecom - Services | - | - | 4.55 |
| Healthcare Services | - | - | 0.06 |
| Consumable Fuels | - | - | 0.08 |
| Minerals & Mining | - | - | 0.21 |
| Fertilizers & Agrochemicals | - | - | 0.05 |
| Transport Services | - | - | 0.51 |
| Transport Infrastructure | - | - | 5.86 |
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