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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