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

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Sundaram Equity Savings Fund (G)

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

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Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth 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 (G)	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
Fund	Sundaram Equity Savings Fund (G)	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
Investment Plan	Growth	Growth	Growth
Level of Risk	Moderate	Moderate	Moderate
Asset Size (Cr)	₹1067 Cr	₹1067 Cr	₹1067 Cr
Min Investment	₹100	₹100	₹100
Min SIP Invesment	₹100	₹200000	₹200000
Min Addl Investment	₹100	₹100	₹100
Launch Date	23 May 2002	02 Jan 2013	02 Jan 2013
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	%	%	%
Expense Ratio	2.19	0.75	0.75
Manager	Dwijendra Srivastava	Dwijendra Srivastava	Dwijendra Srivastava
ISIN Code	INF173K01213	INF173K01GZ9	INF173K01GZ9
Exits Load	Sundaram Equity Savings Fund - 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	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

Trailing Lumpsum Returns

Scheme Name	Sundaram Equity Savings Fund (G)	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
1 Month	1.6%	1.74%	1.74%
6 Month	3.75%	4.53%	4.53%
1 Year	9.13%	10.87%	10.87%
3 Year	12.32%	14.19%	14.19%
5 Year	15.06%	16.89%	16.89%

SIP Return Analysis

Scheme Name	Sundaram Equity Savings Fund (G)	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
6 Month	3.5%	3.87%	3.87%
1 Year	7.72%	9.34%	9.34%
3 Year	12.26%	14.1%	14.1%
5 Year	11.97%	13.81%	13.81%

Rolling Lumpsum Returns

Scheme Name	Sundaram Equity Savings Fund (G)	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
1 Year	7.94%	9.43%	9.43%
3 Year	7.85%	9.27%	9.27%
5 Year	7.83%	10.01%	10.01%

Risk Management

Scheme Name	Sundaram Equity Savings Fund (G)	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
Standard Deviation	5.676%	5.681%	5.681%
Sharp	0.575%	0.875%	0.875%
Beta	-	-	-
Alpha	-	-	-

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Fund Managers

Scheme Name	Sundaram Equity Savings Fund (G)	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
Name	Dwijendra Srivastava	Dwijendra Srivastava	Dwijendra Srivastava
Total AUM	₹14140 Cr	₹14140 Cr	₹14140 Cr
Funds Managed	14	14	14
	Sundaram Equity Savings Fund (G)	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

Market Cap

Scheme Name	Sundaram Equity Savings Fund (G)	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
Others	27.55	27.55	27.55
Large Cap	58.49	58.49	58.49
Mid Cap	8.77	8.77	8.77
Small Cap	5.19	5.19	5.19

Sector Allocation

Scheme Name	Sundaram Equity Savings Fund (G)	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
Others	27.69	27.69	27.69
Energy	8.35	8.35	8.35
Technology	8.85	8.85	8.85
Basic Materials	2.65	2.65	2.65
Industrials	6.64	6.64	6.64
Financial Services	21.31	21.31	21.31
Consumer Defensive	4.31	4.31	4.31
Healthcare	3.57	3.57	3.57
Consumer Cyclical	10.06	10.06	10.06
Communication Services	5.78	5.78	5.78
Real Estate	0.25	0.25	0.25
Utilities	0.54	0.54	0.54