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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
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 | 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 | Moderate |
| Asset Size (Cr) | ₹1067 Cr | ₹1067 Cr | ₹650 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 | 28 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 | 0.75 | 0.75 | 1.12 |
| Manager | Dwijendra Srivastava | Dwijendra Srivastava | Pranav Gupta |
| ISIN Code | INF173K01GZ9 | INF173K01GZ9 | INF209KA1TS3 |
| 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 | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./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 | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | 1.75% | 1.75% | 1.7% |
| 6 Month | 2.45% | 2.45% | 3.17% |
| 1 Year | 10.49% | 10.49% | 8.04% |
| 3 Year | 12.74% | 12.74% | 7.81% |
| 5 Year | 16.7% | 16.7% | 11.09% |
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 | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | 2.07% | 2.07% | 2.22% |
| 1 Year | 6.5% | 6.5% | 6.53% |
| 3 Year | 13.38% | 13.38% | 9.01% |
| 5 Year | 13.57% | 13.57% | 8.34% |
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 | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 9.43% | 9.43% | 8.3% |
| 3 Year | 9.27% | 9.27% | 7.54% |
| 5 Year | 10.01% | 10.01% | 7.67% |
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 | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 5.681% | 5.681% | 4.8% |
| Sharp | 0.875% | 0.875% | -0.05% |
| Beta | - | - | 0.81% |
| Alpha | - | - | -1.31% |
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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 | 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 |
| Funds Managed | 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 |
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 |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 27.55 | 27.55 | -18.45 |
| Large Cap | 58.49 | 58.49 | 51.68 |
| Mid Cap | 8.77 | 8.77 | 13.58 |
| Small Cap | 5.19 | 5.19 | 2.2 |
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 |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 27.69 | 27.69 | -22.77 |
| 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 | - |
| Petroleum Products | - | - | 6.09 |
| Electrical Equipment | - | - | 0.22 |
| IT - Software | - | - | 3.52 |
| Pharmaceuticals & Biotechnology | - | - | 2.13 |
| Cement & Cement Products | - | - | 1.73 |
| Personal Products | - | - | 0.11 |
| Construction | - | - | 1.37 |
| Finance | - | - | 2.64 |
| Ferrous Metals | - | - | 1.83 |
| Consumer Durables | - | - | 0.25 |
| Banks | - | - | 20.22 |
| Diversified FMCG | - | - | 2.73 |
| Non - Ferrous Metals | - | - | 0.09 |
| Automobiles | - | - | 4.52 |
| Aerospace & Defense | - | - | 0.72 |
| Insurance | - | - | 0.6 |
| Realty | - | - | 4.92 |
| Capital Markets | - | - | 0.35 |
| Gas | - | - | 1.94 |
| Agricultural Food & other Products | - | - | 0.09 |
| Retailing | - | - | 0.61 |
| Beverages | - | - | 0.08 |
| Diversified Metals | - | - | 0.05 |
| Agricultural, Commercial & Construction Vehicles | - | - | 0.05 |
| Oil | - | - | 1.17 |
| Food Products | - | - | 0.12 |
| Power | - | - | 2.07 |
| Chemicals & Petrochemicals | - | - | 0.08 |
| Auto Components | - | - | 0.05 |
| Leisure Services | - | - | 0.11 |
| Telecom - Services | - | - | 4.55 |
| Healthcare Services | - | - | 0.06 |
| Consumable Fuels | - | - | 0.08 |
| Minerals & Mining | - | - | 0.21 |
| Fertilizers & Agrochemicals | - | - | 0.05 |
| Transport Services | - | - | 0.51 |
| Transport Infrastructure | - | - | 5.86 |
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