- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) vs Nippon India 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
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) | ₹1116 Cr | ₹1116 Cr | ₹764 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% |
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 |
Top Comparisons
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
3Y Returns6.99%
LIC MF Ultra Short Term Fund Regular - Growth
3Y Returns6.41%
Kotak Dynamic Bond Fund Regular Plan Growth
3Y Returns6.72%
HSBC Dynamic Bond Fund - Regular Growth
3Y Returns6.8%
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
3Y Returns6.99%
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
3Y Returns6.91%
Edelweiss Money Market Fund - Regular Plan - Growth Option
3Y Returns6.61%
HSBC Money Market Fund - Regular Growth
3Y Returns7.17%
