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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
Nippon India Equity Savings Fund- Growth Plan- Bonus Option
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 | 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) | ₹1067 Cr | ₹1067 Cr | ₹481 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 | 1.51% | 1.51% | -0.47% |
| 6 Month | 2.96% | 2.96% | 1.39% |
| 1 Year | 9.49% | 9.49% | 7.91% |
| 3 Year | 14.85% | 14.85% | 7.98% |
| 5 Year | 16.15% | 16.15% | 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 | 4.36% | 4.36% | - |
| 1 Year | 9.48% | 9.48% | 5.42% |
| 3 Year | 13.75% | 13.75% | 9.17% |
| 5 Year | 13.54% | 13.54% | 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 | 5.681% | 5.681% | 4.11% |
| Sharp | 0.875% | 0.875% | 0.39% |
| 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 |
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