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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
PGIM India Equity Savings Fund - Growth 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 | PGIM India Equity Savings Fund - Growth 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 | PGIM India Equity Savings Fund - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderate | Moderate | Low to Moderate |
| Asset Size (Cr) | ₹1067 Cr | ₹1067 Cr | ₹90 Cr |
| Min Investment | ₹100 | ₹100 | ₹5000 |
| Min SIP Invesment | ₹200000 | ₹200000 | ₹1000 |
| Min Addl Investment | ₹100 | ₹100 | ₹1000 |
| Launch Date | 02 Jan 2013 | 02 Jan 2013 | 14 Feb 2025 |
| 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 | % | % | 69% |
| Expense Ratio | 0.75 | 0.75 | 1.32 |
| Manager | Dwijendra Srivastava | Dwijendra Srivastava | Puneet Pal |
| ISIN Code | INF173K01GZ9 | INF173K01GZ9 | INF223J01FB7 |
| 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 | Data not available./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 | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|---|
| 1 Month | 2.95% | 2.95% | 1.58% |
| 6 Month | 5.09% | 5.09% | 3.87% |
| 1 Year | 11.88% | 11.88% | 7.78% |
| 3 Year | 14.64% | 14.64% | 7.54% |
| 5 Year | 17.01% | 17.01% | 9.99% |
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 | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|---|
| 6 Month | 2.1% | 2.1% | 1.84% |
| 1 Year | 5.92% | 5.92% | 5.66% |
| 3 Year | 12.89% | 12.89% | 7.22% |
| 5 Year | 13.13% | 13.13% | 7.32% |
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 | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|---|
| 1 Year | 9.43% | 9.43% | 7.48% |
| 3 Year | 9.27% | 9.27% | 7.33% |
| 5 Year | 10.01% | 10.01% | 7.5% |
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 | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|---|
| Standard Deviation | 5.681% | 5.681% | 2.237% |
| Sharp | 0.875% | 0.875% | -0.182% |
| 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 | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|---|
| Name | Dwijendra Srivastava | Dwijendra Srivastava | Puneet Pal |
| Total AUM | ₹14140 Cr | ₹14140 Cr | ₹20950 Cr |
| Funds Managed | 14 | 14 | 19 |
| 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 | PGIM India Equity Savings Fund - Growth 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 |
PGIM India Equity Savings Fund - Growth Option |
|---|---|---|---|
| Others | 27.55 | 27.55 | 31.03 |
| Large Cap | 58.49 | 58.49 | 62.75 |
| Mid Cap | 8.77 | 8.77 | 5.75 |
| Small Cap | 5.19 | 5.19 | 0.46 |
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 |
PGIM India Equity Savings Fund - Growth Option |
|---|---|---|---|
| Others | 27.69 | 27.69 | 30.87 |
| Energy | 8.35 | 8.35 | 9.37 |
| Technology | 8.85 | 8.85 | 2.58 |
| Basic Materials | 2.65 | 2.65 | 16.21 |
| Industrials | 6.64 | 6.64 | 7.21 |
| Financial Services | 21.31 | 21.31 | 23.4 |
| Consumer Defensive | 4.31 | 4.31 | 1.15 |
| Healthcare | 3.57 | 3.57 | 1.32 |
| Consumer Cyclical | 10.06 | 10.06 | 6.08 |
| Communication Services | 5.78 | 5.78 | 1.81 |
| Real Estate | 0.25 | 0.25 | - |
| Utilities | 0.54 | 0.54 | - |
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