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Kotak Equity Savings Fund vs Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) compare

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tortoise-icon Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

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tortoise-icon Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

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tortoise-icon Kotak Equity Savings Fund - Regular - 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 Kotak Equity Savings Fund - Regular - 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 Kotak Equity Savings Fund - Regular - Growth
Investment Plan Growth Growth Growth
Level of Risk Moderate Moderate Moderately High
Asset Size (Cr) ₹1067 Cr ₹1067 Cr ₹8177 Cr
Min Investment ₹100 ₹100 ₹100
Min SIP Invesment ₹200000 ₹200000 ₹100
Min Addl Investment ₹100 ₹100 ₹100
Launch Date 02 Jan 2013 02 Jan 2013 13 Oct 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 % % 492.24%
Expense Ratio 0.75 0.75 1.76
Manager Dwijendra Srivastava Dwijendra Srivastava Abhishek Bisen
ISIN Code INF173K01GZ9 INF173K01GZ9 INF174K01C78
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 Kotak Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 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 Kotak Equity Savings Fund - Regular - Growth
1 Month 1.79% 1.79% 2.04%
6 Month 2.54% 2.54% 1.45%
1 Year 9.79% 9.79% 6.69%
3 Year 12.87% 12.87% 10.89%
5 Year 16.02% 16.02% 12.14%

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 Kotak Equity Savings Fund - Regular - Growth
6 Month 2.43% 2.43% 1.8%
1 Year 6.61% 6.61% 3.33%
3 Year 13.5% 13.5% 10.87%
5 Year 13.59% 13.59% 10.91%

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 Kotak Equity Savings Fund - Regular - Growth
1 Year 9.43% 9.43% 8.74%
3 Year 9.27% 9.27% 8.81%
5 Year 10.01% 10.01% 8.68%

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 Kotak Equity Savings Fund - Regular - Growth
Standard Deviation 5.681% 5.681% 5.035%
Sharp 0.875% 0.875% 0.584%
Beta - - -
Alpha - - -

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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 Kotak Equity Savings Fund - Regular - Growth
Name Dwijendra Srivastava Dwijendra Srivastava Abhishek Bisen
Total AUM ₹14140 Cr ₹14140 Cr ₹0 Cr
Funds Managed 14 14 33
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 Kotak Equity Savings Fund - Regular - 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

Kotak Equity Savings Fund - Regular - Growth

Others 27.55 27.55 33.25
Large Cap 58.49 58.49 49.67
Mid Cap 8.77 8.77 9.11
Small Cap 5.19 5.19 7.96

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

Kotak Equity Savings Fund - Regular - Growth

Others 27.69 27.69 32.97
Energy 8.35 8.35 4.49
Technology 8.85 8.85 3.54
Basic Materials 2.65 2.65 6.18
Industrials 6.64 6.64 5.06
Financial Services 21.31 21.31 14.57
Consumer Defensive 4.31 4.31 5.04
Healthcare 3.57 3.57 1.04
Consumer Cyclical 10.06 10.06 11.11
Communication Services 5.78 5.78 9.32
Real Estate 0.25 0.25 0.31
Utilities 0.54 0.54 6.36

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