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

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

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Nippon India Equity Savings Fund- Growth Plan- Bonus Option

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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	Nippon India Equity Savings Fund- Growth Plan- Bonus Option
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	Nippon India Equity Savings Fund- Growth Plan- Bonus Option
Investment Plan	Growth	Growth	Growth
Level of Risk	Moderate	Moderate	Moderate
Asset Size (Cr)	₹1092 Cr	₹1092 Cr	₹753 Cr
Min Investment	₹100	₹100	₹5000
Min SIP Invesment	₹200000	₹200000	₹100
Min Addl Investment	₹100	₹100	₹1000
Launch Date	02 Jan 2013	02 Jan 2013	30 May 2015
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	%	%	544%
Expense Ratio	0.75	0.75	1.65
Manager	Dwijendra Srivastava	Dwijendra Srivastava	Anand Devendra Gupta
ISIN Code	INF173K01GZ9	INF173K01GZ9	INF204KA1W02
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	Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 month./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	Nippon India Equity Savings Fund- Growth Plan- Bonus Option
1 Month	1.57%	1.57%	-0.47%
6 Month	4.68%	4.68%	1.39%
1 Year	9.61%	9.61%	7.91%
3 Year	15.51%	15.51%	7.98%
5 Year	15.91%	15.91%	5.59%

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	Nippon India Equity Savings Fund- Growth Plan- Bonus Option
6 Month	4.17%	4.17%	-
1 Year	9.93%	9.93%	5.42%
3 Year	14.05%	14.05%	9.17%
5 Year	13.78%	13.78%	8.95%

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	Nippon India Equity Savings Fund- Growth Plan- Bonus Option
1 Year	9.52%	9.52%	6.7%
3 Year	9.37%	9.37%	2.98%
5 Year	10.08%	10.08%	1.86%

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	Nippon India Equity Savings Fund- Growth Plan- Bonus Option
Standard Deviation	5.34%	5.34%	3.66%
Sharp	1.22%	1.22%	0.57%
Beta	-	-	0.67%
Alpha	-	-	0.15%

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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	Nippon India Equity Savings Fund- Growth Plan- Bonus Option
Name	Dwijendra Srivastava	Dwijendra Srivastava	Anand Devendra Gupta
Total AUM	₹14140 Cr	₹14140 Cr	₹12754 Cr
Funds Managed	14	14	3
	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	Nippon India Equity Savings Fund- Growth Plan- Bonus Option

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	Nippon India Equity Savings Fund- Growth Plan- Bonus Option
Others	27.55	27.55	75.78
Large Cap	58.49	58.49	64.22
Mid Cap	8.77	8.77	4.07
Small Cap	5.19	5.19	1.93

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	Nippon India Equity Savings Fund- Growth Plan- Bonus Option
Others	27.69	27.69	75.78
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	-
Telecom - Services	-	-	1.11
Petroleum Products	-	-	5.6
IT - Software	-	-	5.32
Construction	-	-	4.46
Pharmaceuticals & Biotechnology	-	-	1.48
Personal Products	-	-	0.23
Ferrous Metals	-	-	1.48
Finance	-	-	2.7
Consumer Durables	-	-	0.58
Diversified FMCG	-	-	3.86
Banks	-	-	16.92
Cement & Cement Products	-	-	3.89
Automobiles	-	-	5.92
Insurance	-	-	1.18
Diversified Metals	-	-	3.02
Agricultural, Commercial & Construction Vehicles	-	-	1.35
Aerospace & Defense	-	-	0.53
Realty	-	-	0.38
Industrial Products	-	-	0.68
Consumable Fuels	-	-	3.15
Fertilizers & Agrochemicals	-	-	0.53
Retailing	-	-	0.43
Power	-	-	4.73
Auto Components	-	-	0.69