Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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

Invest Now

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) ₹1049 Cr ₹1049 Cr ₹720 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 5.44% 5.44% 3.74%
Sharp 1.43% 1.43% 0.80%
Beta - - 0.67%
Alpha - - 0.15%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

3Y Returns28.95%

VS

Motilal Oswal Nifty 500 Index Fund - Regular Plan Motilal Oswal Nifty 500 Index Fund - Regular Plan

3Y Returns20.36%

Compare Now

PGIM India Global Equity Opportunities Fund of Fund - Growth PGIM India Global Equity Opportunities Fund of Fund - Growth

3Y Returns21.15%

VS

DSP World Mining Fund - Regular Plan - Growth DSP World Mining Fund - Regular Plan - Growth

3Y Returns9.54%

Compare Now

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

3Y Returns18.22%

VS

Parag Parikh Tax Saver Fund Regular - Growth Parag Parikh Tax Saver Fund Regular - Growth

3Y Returns22.45%

Compare Now

Kotak Large Cap Fund - Growth Kotak Large Cap Fund - Growth

3Y Returns19.52%

VS

Nippon India Large Cap Fund- Growth Plan Bonus Option Nippon India Large Cap Fund- Growth Plan Bonus Option

3Y Returns18.29%

Compare Now
Add to Cart Successfully