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
BANDHAN 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 | BANDHAN 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 | BANDHAN Equity Savings Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Moderate | Moderate | Low to Moderate |
Asset Size (Cr) | ₹1116 Cr | ₹1116 Cr | ₹324 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 | 09 Jun 2008 |
Category | Equity Savings | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI | CRISIL Equity Saving |
Turn Over | % | % | 22% |
Expense Ratio | 0.75 | 0.75 | 1.1 |
Manager | Dwijendra Srivastava | Dwijendra Srivastava | Harshal Joshi |
ISIN Code | INF173K01GZ9 | INF173K01GZ9 | INF194K01581 |
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 | Bandhan 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 | BANDHAN Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
1 Month | 1.57% | 1.57% | 0.21% |
6 Month | 4.68% | 4.68% | 3.96% |
1 Year | 9.61% | 9.61% | 5.14% |
3 Year | 15.51% | 15.51% | 7.48% |
5 Year | 15.91% | 15.91% | 8.09% |
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 | BANDHAN Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
6 Month | 4.17% | 4.17% | 1.33% |
1 Year | 9.93% | 9.93% | 5.92% |
3 Year | 14.05% | 14.05% | 7.55% |
5 Year | 13.78% | 13.78% | 7.31% |
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 | BANDHAN Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
1 Year | 9.52% | 9.52% | 6.91% |
3 Year | 9.37% | 9.37% | 7.05% |
5 Year | 10.08% | 10.08% | 6.92% |
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 | BANDHAN Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Standard Deviation | 5.34% | 5.34% | 2.18% |
Sharp | 1.22% | 1.22% | 0.47% |
Beta | - | - | - |
Alpha | - | - | - |
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 | BANDHAN Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Name | Dwijendra Srivastava | Dwijendra Srivastava | Harshal Joshi |
Total AUM | ₹14140 Cr | ₹14140 Cr | ₹42965 Cr |
Funds Managed | 14 | 14 | 20 |
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 | BANDHAN 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 |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Others | 27.55 | 27.55 | 33.41 |
Large Cap | 58.49 | 58.49 | 60.99 |
Mid Cap | 8.77 | 8.77 | 3.05 |
Small Cap | 5.19 | 5.19 | 2.55 |
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 |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Others | 27.69 | 27.69 | 33.35 |
Energy | 8.35 | 8.35 | 3.91 |
Technology | 8.85 | 8.85 | 6.87 |
Basic Materials | 2.65 | 2.65 | 8.85 |
Industrials | 6.64 | 6.64 | 3.12 |
Financial Services | 21.31 | 21.31 | 21.28 |
Consumer Defensive | 4.31 | 4.31 | 6.96 |
Healthcare | 3.57 | 3.57 | 4.91 |
Consumer Cyclical | 10.06 | 10.06 | 7.78 |
Communication Services | 5.78 | 5.78 | 0.79 |
Real Estate | 0.25 | 0.25 | - |
Utilities | 0.54 | 0.54 | 2.17 |
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