Aditya Birla Sun Life Equity Savings Fund vs Sundaram Equity Savings Fund (Formerly Known as Principal 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
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Chart Comparison
| 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 | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 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 | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderate | Moderate | Low to Moderate |
| Asset Size (Cr) | ₹849 Cr | ₹849 Cr | ₹542 Cr |
| Min Investment | ₹100 | ₹100 | ₹1000 |
| Min SIP Invesment | ₹200000 | ₹200000 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 | ₹1000 |
| Launch Date | 02 Jan 2013 | 02 Jan 2013 | 10 Nov 2014 |
| 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 | % | % | 378% |
| Expense Ratio | 0.5 | 0.5 | 1.11 |
| Manager | Dwijendra Srivastava | Dwijendra Srivastava | Pranav Gupta |
| ISIN Code | INF173K01GZ9 | INF173K01GZ9 | INF209KA1TS3 |
| Exits Load | Nil/365 | Nil/365 | Exit load of 0.25%, if redeemed within 7 days./365 |
| 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 | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | -1.47% | -1.47% | -0.96% |
| 6 Month | 8.12% | 8.12% | 4.01% |
| 1 Year | 18.68% | 18.68% | 9.68% |
| 3 Year | 11.43% | 11.43% | 5.14% |
| 5 Year | 14.56% | 14.56% | 8.32% |
| 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 | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 14.25% | 14.25% | 8.31% |
| 3 Year | 15.1% | 15.1% | 8.82% |
| 5 Year | 15.22% | 15.22% | 8.73% |
| 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 | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 9.23% | 9.23% | 8.27% |
| 3 Year | 9.15% | 9.15% | 7.62% |
| 5 Year | 9.94% | 9.94% | 7.18% |
| 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 | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 5.34% | 5.34% | 4.8% |
| Sharp | 1.16% | 1.16% | -0.16% |
| Beta | 0.97% | 0.97% | 0.87% |
| Alpha | 3.27% | 3.27% | -2.22% |
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| 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 | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Name | Dwijendra Srivastava | Dwijendra Srivastava | Pranav Gupta |
| Total AUM | ₹14140 Cr | ₹14140 Cr | ₹10003 Cr |
| Fund Manage | 14 | 14 | 9 |
| 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 | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
| 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 |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 17.37 | - | -20.86 |
| Large Cap | 59.98 | - | 48.12 |
| Small Cap | 10.67 | - | 4.73 |
| Mid Cap | 8.59 | - | 15.43 |
| 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 |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 15.63 | - | -21.6 |
| Automobiles | 9.32 | - | 1.74 |
| Petroleum Products | 7.19 | - | 4.84 |
| It - Software | 7.33 | - | - |
| Construction | 1.73 | - | 1.22 |
| Cement & Cement Products | 2.07 | - | 2.84 |
| Ferrous Metals | 0.21 | - | 0.27 |
| Consumer Durables | 2.12 | - | 2.79 |
| Banks | 19.64 | - | 15.23 |
| Diversified Fmcg | 2.09 | - | - |
| Non - Ferrous Metals | 1.05 | - | 0.2 |
| Pharmaceuticals & Biotechnology | 5.43 | - | 1.91 |
| Electrical Equipment | 3.01 | - | 0.54 |
| Finance | 4.45 | - | 7.61 |
| It - Services | 0.26 | - | - |
| Diversified Metals | 0.33 | - | 0.06 |
| Chemicals & Petrochemicals | 0.37 | - | 0.53 |
| Realty | 0.36 | - | 3.15 |
| Industrial Products | 0.87 | - | - |
| Household Products | 0.26 | - | - |
| Telecom - Services | 5.47 | - | 0.89 |
| Metals & Minerals Trading | 0.45 | - | - |
| Auto Components | 0.59 | - | 0.08 |
| Transport Services | 1.4 | - | 0.57 |
| Retailing | 0.79 | - | 0.87 |
| Beverages | 1.07 | - | 0.12 |
| Capital Markets | 1.66 | - | 0.45 |
| Power | 0.42 | - | 1.7 |
| Transport Infrastructure | 0.41 | - | 9.51 |
| Insurance | 0.63 | - | 0.82 |
| IT - Software | - | - | 2.86 |
| Personal Products | - | - | 0.17 |
| Diversified FMCG | - | - | 2.08 |
| Agricultural Commercial & Construction Vehicles | - | - | 0.63 |
| Aerospace & Defense | - | - | 1.16 |
| Agricultural Food & other Products | - | - | 0.37 |
| Gas | - | - | 3.21 |
| Oil | - | - | 0.14 |
| Food Products | - | - | 0.16 |
| Leisure Services | - | - | 0.03 |
| Healthcare Services | - | - | 0.07 |
| Consumable Fuels | - | - | 0.13 |
| Fertilizers & Agrochemicals | - | - | 0.07 |
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