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

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tortoise-icon Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

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tortoise-icon Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

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tortoise-icon Nippon India Equity Savings Fund- Growth Plan- Bonus Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹990 Cr ₹990 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 0.61 0.61 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 -0.64% -0.64% -0.47%
6 Month 1.45% 1.45% 1.39%
1 Year 11.37% 11.37% 7.91%
3 Year 11.7% 11.7% 7.98%
5 Year 14.25% 14.25% 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 - - -
1 Year 7.73% 7.73% 5.42%
3 Year 13.58% 13.58% 9.17%
5 Year 14.03% 14.03% 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 9.43% 9.43% 6.7%
3 Year 9.27% 9.27% 2.98%
5 Year 10.01% 10.01% 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% 4.11%
Sharp 1.16% 1.16% 0.39%
Beta 0.97% 0.97% 0.67%
Alpha 3.27% 3.27% 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
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

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 0.22 28.8 75.78
Large Cap 50.55 53.45 64.22
Mid Cap 8.69 10.77 4.07
Small Cap 9.22 6.25 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 0.22 28.8 75.78
Petroleum Products 6.47 8.78 5.6
IT - Software 6.97 6.11 5.32
Cement & Cement Products 2.07 1.24 3.89
Construction 1.83 2.4 4.46
Ferrous Metals 0.19 0.54 1.48
Consumer Durables 1.86 1.59 0.58
Banks 15.31 15.79 16.92
Diversified FMCG 1.74 1.51 3.86
Non - Ferrous Metals 0.96 0.86 -
Pharmaceuticals & Biotechnology 4.48 4.29 1.48
Automobiles 5.21 7.04 5.92
Finance 2.92 2.73 2.7
Transport Services 2.08 2.29 -
Electrical Equipment 3.09 2.41 -
Realty 0.29 0.28 0.38
Industrial Products 0.71 - 0.68
Telecom - Services 5.86 5.76 1.11
Metals & Minerals Trading 0.38 0.3 -
Auto Components 0.42 0.39 0.69
Retailing 1.36 1.91 0.43
Beverages 0.93 0.94 -
Capital Markets 2.07 1.8 -
Power 0.37 0.57 4.73
Transport Infrastructure 0.32 0.27 -
Insurance 0.57 0.67 1.18
Personal Products - - 0.23
Diversified Metals - - 3.02
Agricultural, Commercial & Construction Vehicles - - 1.35
Aerospace & Defense - - 0.53
Consumable Fuels - - 3.15
Fertilizers & Agrochemicals - - 0.53

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