quant Equity Savings Fund vs Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)
quant Equity Savings Fund and Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) are both Equity Savings funds. As of 5 Nov 2026 (Direct plan, Growth option): 3-year CAGR — vs +9.31%, 5-year CAGR — vs —, volatility 6.77% vs 5.97%, maximum drawdown −4.96% vs −6.21%. Their portfolios overlap by -7.2% (4 stocks held by both).
Showing the Direct plan, Growth option. Portfolio, sector and market-cap figures are the same for every plan and option of a fund.
Key facts
| quant Equity Savings | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) | |
|---|---|---|
| Fund house | quant Mutual Fund | Sundaram Mutual Fund |
| Compared as | Equity Savings | Equity Savings |
| NAV | ₹11.0512 | ₹84.2773 |
| NAV date | 5 Nov 2026 | 5 Nov 2026 |
| Launched (first NAV) | 25 Jul 2025 | 3 Jan 2022 |
| Track record | 1.3 yrs | 4.8 yrs |
| Fund size (AUM) | ₹44 Cr | ₹569 Cr |
| Securities held | 23 | 70 |
| Portfolio as of | 30 Sep 2026 | 30 Sep 2026 |
| Fund page | Full record → | Full record → |
Returns
| quant Equity Savings | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) | |
|---|---|---|
| 1 month | +0.84% | +1.69% |
| 3 months | +1.93% | −0.41% |
| 6 months | +5.41% | +1.18% |
| 1 year | +7.99% | +0.73% |
| 3 years (CAGR) | — | +9.31% |
| 5 years (CAGR) | — | — |
| 7 years (CAGR) | — | — |
| 10 years (CAGR) | — | — |
| Since launch (CAGR) | +8.04% | +9.15% |
| SIP return (XIRR, 5 years) ⓘ | — | — |
Up to one year: absolute return. Beyond one year: CAGR. Computed from each fund's own NAV history (AMFI), measured to the latest NAV.
Calendar-year returns
| quant Equity Savings | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) | |
|---|---|---|
| 2026 (year to date) | +8.66% | +0.05% |
| 2025 | — | +8.01% |
| 2024 | — | +14.49% |
| 2023 | — | +17.33% |
Risk
| quant Equity Savings | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) | |
|---|---|---|
| Volatility (annualised) ⓘ | 6.77% | 5.97% |
| Downside volatility ⓘ | 4.52% | 4.40% |
| Sharpe ratio ⓘ | 0.23 | 0.47 |
| Sortino ratio ⓘ | 0.34 | 0.64 |
| Maximum drawdown ⓘ | −4.96% | −6.21% |
| Recovery from that fall | 1 months | 4 months |
| Current fall from peak | −0.96% | −0.91% |
| Rolling 1-year return: worst | +5.02% | −2.68% |
| Rolling 1-year return: median | +8.39% | +10.39% |
| Rolling 1-year return: best | +11.00% | +24.20% |
| Share of 1-year periods with a loss | 0.00% | 2.33% |
Against each fund's benchmark
| quant Equity Savings | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) | |
|---|---|---|
| Beta ⓘ | 0.38 | 0.40 |
| Alpha (Jensen's, annualised) ⓘ | +4.60% | +1.05% |
| R² ⓘ | 75.57 | 89.41 |
| Upside capture | 54.60% | 54.19% |
| Downside capture | 8.02% | 29.76% |
| Tracking error | 10.32% | 9.18% |
| Information ratio | 1.17 | 0.03 |
| Treynor ratio | 1.54 | 5.75 |
Portfolio
Asset mix
| quant Equity Savings | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) | |
|---|---|---|
| Equity | 29.38% | 79.38% |
| Cash & equivalents | 15.75% | -32.18% |
| Mutual Fund Units | 10.75% | 0.00% |
| Derivatives | -42.74% | 0.00% |
| Debt | 0.00% | 13.08% |
Market-cap split (share of fund assets)
| quant Equity Savings | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) | |
|---|---|---|
| Large Cap | 15.02% | 60.83% |
| Mid Cap | 6.67% | 8.81% |
| Small Cap | 7.69% | 7.18% |
| Unclassified | 0.00% | 2.58% |
Concentration
| quant Equity Savings | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) | |
|---|---|---|
| Top 10 holdings | 55.99% | 48.92% |
| Effective number of stocks ⓘ | 14.4 | 29.6 |
| Securities held | 23 | 70 |
Portfolio overlap: -7.2%
4 companies are held by both funds; by weight, -7.2% of the two portfolios is the same. That is a low overlap: the two portfolios are largely different.
| Held by both | quant Equity Savings | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) |
|---|---|---|
| Reliance Industries Limited | 2.78% | 7.36% |
| Bharti Airtel Limited | -2.81% | 9.29% |
| Eternal Limited | -3.50% | 1.86% |
| Bajaj Finance Limited | -3.63% | 1.34% |
Top 10 holdings
quant Equity Savings
- TREPS 01-Oct-2026 DEPO 1015.86%
- Quant Liquid Fund-Growth -Direct Plan10.75%
- Gujarat Themis Biosyn Limited7.69%
- Info Edge (India) Limited4.91%
- Life Insurance Corporation Of India3.46%
- Coal India Limited2.97%
- HCL Technologies Ltd.2.91%
- Adani Power Limited2.90%
- Reliance Industries Limited2.78%
- GlaxoSmithKline Pharmaceuticals Limited1.76%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)
- Bharti Airtel Limited9.29%
- ICICI Bank Limited7.53%
- Reliance Industries Limited7.36%
- HDFC Bank Limited5.52%
- Axis Bank Limited4.87%
- Larsen & Toubro Limited3.59%
- Kotak Mahindra Bank Limited3.14%
- LIC Housing Finance Ltd.2.64%
- 6.48% Government of India (06/10/2035)2.53%
- State Bank of India2.44%
Sector exposure
| quant Equity Savings | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) | |
|---|---|---|
| N.A. | 26.61% | 0.00% |
| Banks | -9.58% | 23.50% |
| Telecom - Services | -10.57% | 10.95% |
| Pharmaceuticals & Biotechnology | 9.44% | 2.81% |
| Petroleum Products | 2.78% | 7.36% |
| Sovereign | 0.00% | 6.27% |
| CRISIL AAA | 0.00% | 5.27% |
| Finance | -6.14% | 4.68% |
| Automobiles | 0.00% | 4.09% |
| Construction | 0.00% | 3.59% |
| Insurance | 3.46% | 0.59% |
| Consumable Fuels | 2.97% | 0.00% |
| Power | 2.90% | 0.88% |
| Non - Ferrous Metals | 0.00% | 2.73% |
Questions people ask
What is the difference between quant Equity Savings and Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) returns?
As of 5 Nov 2026, Direct plan Growth option: 1-year return +7.99% vs +0.73%; 3-year CAGR — vs +9.31%; 5-year CAGR — vs —; 10-year CAGR — vs —. Past returns do not indicate future returns.
How do quant Equity Savings and Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) compare on risk?
Volatility (36 monthly returns, annualised) 6.77% vs 5.97%; Sharpe ratio 0.23 vs 0.47; Sortino ratio 0.34 vs 0.64; maximum drawdown −4.96% vs −6.21%; beta 0.38 vs 0.40.
How much do quant Equity Savings and Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) overlap?
By weight, -7.2% of the two portfolios is invested in the same companies; 4 stocks are held by both, the largest shared positions being Reliance Industries Limited, Bharti Airtel Limited, Eternal Limited. Based on the portfolios disclosed for Sep 2026 and Sep 2026.
What is the large, mid and small cap split of quant Equity Savings and Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)?
quant Equity Savings: large cap 15.0%, mid cap 6.7%, small cap 7.7%. Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund): large cap 60.8%, mid cap 8.8%, small cap 7.2% (share of the fund's assets, from its latest disclosed portfolio).
Is this a recommendation to choose one of these funds?
No. This page places the published figures of both funds side by side. It does not rank, rate or recommend either fund; which one suits an investor depends on their goals, horizon and risk tolerance.
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Sources: NAV from AMFI; returns, risk and ratios computed by MF Analyser from each fund's NAV history (risk on 36 monthly returns, risk-free rate 6.5%); benchmark ratios against each fund's benchmark total-return index; portfolios from each fund house's monthly disclosure. Returns and ratios as of 5 Nov 2026. IDCW options show no return or risk figures because payouts reduce the NAV and AMFI's file carries no payout history to add back. This page compares published figures only — it does not rank, rate or recommend either fund. Past performance does not indicate future returns; mutual fund investments are subject to market risks.