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

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

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)	₹849 Cr	₹849 Cr	₹481 Cr
Min Investment	₹100	₹100	₹5000
Min SIP Invesment	₹250	₹250	₹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	0.5	0.5	1.65
Manager	Dwijendra Srivastava	Dwijendra Srivastava	Anand Devendra Gupta
ISIN Code	INF173K01GZ9	INF173K01GZ9	INF204KA1W02
Exits Load	Nil/365	Nil/365	Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 month./365

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	1.5%	1.5%	1.25%
6 Month	10.59%	10.59%	5.49%
1 Year	20.88%	20.88%	12.46%
3 Year	13.39%	13.39%	7.96%
5 Year	13.19%	13.19%	5.11%

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	-	-	-
1 Year	9.13%	9.13%	5.83%
3 Year	24.19%	24.19%	15.62%
5 Year	45.97%	45.97%	24.41%

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	14.62%	14.62%	7.02%
3 Year	36.06%	36.06%	19.53%
5 Year	48.18%	48.18%	25.76%

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%	4.11%
Sharp	1.16%	1.16%	0.53%
Beta	0.97%	0.97%	0.7%
Alpha	3.27%	3.27%	-0.1%

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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
Fund Manage	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

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
Large Cap	59.98	-	61.97
Others	17.37	-	31.52
Small Cap	10.67	-	1.82
Mid Cap	8.59	-	4.66

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
Banks	19.64	-	-
Petroleum Products	7.19	-	-
It - Software	7.33	-	-
Telecom - Services	5.47	-	-
Others	15.63	-	53.87
Automobiles	9.32	-	-
Finance	4.45	-	-
Diversified Fmcg	2.09	-	-
Electrical Equipment	3.01	-	-
Consumer Durables	2.12	-	-
Pharmaceuticals & Biotechnology	5.43	-	-
Transport Services	1.4	-	-
Construction	1.73	-	1.21
Non - Ferrous Metals	1.05	-	-
Industrial Products	0.87	-	-
Capital Markets	1.66	-	-
Beverages	1.07	-	-
Cement & Cement Products	2.07	-	-
Retailing	0.79	-	-
Insurance	0.63	-	0.18
Auto Components	0.59	-	-
Metals & Minerals Trading	0.45	-	-
Power	0.42	-	-
Transport Infrastructure	0.41	-	-
Chemicals & Petrochemicals	0.37	-	-
Realty	0.36	-	-
Diversified Metals	0.33	-	-
Household Products	0.26	-	-
It - Services	0.26	-	-
Ferrous Metals	0.21	-	-
Sovereign	-	-	13.52
Financial	-	-	16.99
Materials	-	-	1.52
Energy	-	-	2.16
Metals & Mining	-	-	1.84
Consumer Staples	-	-	1.2
Technology	-	-	1.75
Automobile	-	-	1.2
Healthcare	-	-	0.68
Communication	-	-	1.51
Services	-	-	0.96
Capital Goods	-	-	1.38
Chemicals	-	-	0