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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 | 1.51% | 1.51% | 1.02% |
| 6 Month | 2.96% | 2.96% | 3.86% |
| 1 Year | 9.49% | 9.49% | 7.59% |
| 3 Year | 14.85% | 14.85% | 10.29% |
| 5 Year | 16.15% | 16.15% | 10.63% |
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 | 4.36% | 4.36% | 3.26% |
| 1 Year | 9.48% | 9.48% | 8.51% |
| 3 Year | 13.75% | 13.75% | 9.3% |
| 5 Year | 13.54% | 13.54% | 8.36% |
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% | 8.16% |
| 3 Year | 9.37% | 9.37% | 7.53% |
| 5 Year | 10.08% | 10.08% | 7.89% |
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 | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 5.681% | 5.681% | 4.8% |
| Sharp | 0.875% | 0.875% | 0.78% |
| Beta | - | - | 0.75% |
| Alpha | - | - | -0.2% |
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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 | -18.9 |
| Large Cap | 58.49 | 58.49 | 52.45 |
| Mid Cap | 8.77 | 8.77 | 14.09 |
| Small Cap | 5.19 | 5.19 | 3.27 |
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 | -23.38 |
| 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 | - | - | 6.65 |
| Electrical Equipment | - | - | 0.05 |
| IT - Software | - | - | 2.51 |
| Cement & Cement Products | - | - | 1.95 |
| Construction | - | - | 0.61 |
| Ferrous Metals | - | - | 2.1 |
| Finance | - | - | 4.62 |
| Consumer Durables | - | - | 0.39 |
| Diversified FMCG | - | - | 1.31 |
| Non - Ferrous Metals | - | - | 0.14 |
| Banks | - | - | 23.09 |
| Pharmaceuticals & Biotechnology | - | - | 2.25 |
| Automobiles | - | - | 5.79 |
| Aerospace & Defense | - | - | 0.95 |
| Realty | - | - | 4.27 |
| Transport Infrastructure | - | - | 8.06 |
| Insurance | - | - | 0.21 |
| Capital Markets | - | - | 0.38 |
| Gas | - | - | 2.35 |
| IT - Services | - | - | 0.78 |
| Agricultural Food & other Products | - | - | 0.12 |
| Oil | - | - | 1.37 |
| Power | - | - | 2.12 |
| Food Products | - | - | 0.13 |
| Telecom - Services | - | - | 0.76 |
| Metals & Minerals Trading | - | - | 0.1 |
| Healthcare Services | - | - | 0.11 |
| Consumable Fuels | - | - | 0.14 |
| Minerals & Mining | - | - | 0.22 |
| Retailing | - | - | 0.76 |
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