Axis Equity Saver 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
Axis Equity Saver 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 | Axis Equity Saver 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 | Axis Equity Saver Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderate | Moderate | Moderately High |
| Asset Size (Cr) | ₹849 Cr | ₹849 Cr | ₹938 Cr |
| Min Investment | ₹100 | ₹100 | ₹500 |
| Min SIP Invesment | ₹250 | ₹250 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 | ₹100 |
| Launch Date | 02 Jan 2013 | 02 Jan 2013 | 01 Aug 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 | % | % | 34.8% |
| Expense Ratio | 0.5 | 0.5 | 2.28 |
| Manager | Dwijendra Srivastava | Dwijendra Srivastava | Hardik Shah |
| ISIN Code | INF173K01GZ9 | INF173K01GZ9 | INF846K01VO3 |
| Exits Load | Nil/365 | Nil/365 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 months./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 | Axis Equity Saver Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | 1.5% | 1.5% | 1.46% |
| 6 Month | 10.59% | 10.59% | 8.45% |
| 1 Year | 20.88% | 20.88% | 19.38% |
| 3 Year | 13.39% | 13.39% | 9.09% |
| 5 Year | 13.19% | 13.19% | 10.82% |
| 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 | Axis Equity Saver Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 9.13% | 9.13% | 7.28% |
| 3 Year | 24.19% | 24.19% | 17.31% |
| 5 Year | 45.97% | 45.97% | 30.32% |
| 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 | Axis Equity Saver Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 14.62% | 14.62% | 10.3% |
| 3 Year | 36.06% | 36.06% | 24.26% |
| 5 Year | 48.18% | 48.18% | 32.86% |
| 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 | Axis Equity Saver Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 5.34% | 5.34% | 5.7% |
| Sharp | 1.16% | 1.16% | 0.52% |
| Beta | 0.97% | 0.97% | 1.14% |
| Alpha | 3.27% | 3.27% | -0.71% |
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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 | Axis Equity Saver Fund - Regular Plan - Growth |
|---|---|---|---|
| Name | Dwijendra Srivastava | Dwijendra Srivastava | Hardik Shah |
| Total AUM | ₹14140 Cr | ₹14140 Cr | ₹0 Cr |
| Fund Manage | 14 | 14 | 12 |
| 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 | Axis Equity Saver 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 |
Axis Equity Saver Fund - Regular Plan - Growth |
|---|---|---|---|
| Large Cap | 59.98 | - | 52.98 |
| Others | 17.37 | - | 32.04 |
| Small Cap | 10.67 | - | 4.15 |
| Mid Cap | 8.59 | - | 5.52 |
| 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 |
Axis Equity Saver Fund - Regular Plan - Growth |
|---|---|---|---|
| Banks | 19.64 | - | - |
| Petroleum Products | 7.19 | - | - |
| It - Software | 7.33 | - | - |
| Telecom - Services | 5.47 | - | - |
| Others | 15.63 | - | 33.79 |
| Automobiles | 9.32 | - | - |
| Finance | 4.45 | - | - |
| Diversified Fmcg | 2.09 | - | - |
| Electrical Equipment | 3.01 | - | - |
| Consumer Durables | 2.12 | - | - |
| Pharmaceuticals & Biotechnology | 5.43 | - | - |
| Transport Services | 1.4 | - | - |
| Construction | 1.73 | - | 2.35 |
| Non - Ferrous Metals | 1.05 | - | - |
| Industrial Products | 0.87 | - | - |
| Capital Markets | 1.66 | - | - |
| Beverages | 1.07 | - | - |
| Cement & Cement Products | 2.07 | - | - |
| Retailing | 0.79 | - | - |
| Insurance | 0.63 | - | 0.83 |
| Auto Components | 0.59 | - | - |
| Metals & Minerals Trading | 0.45 | - | - |
| Power | 0.42 | - | - |
| Transport Infrastructure | 0.41 | - | - |
| Chemicals & Petrochemicals | 0.37 | - | - |
| Realty | 0.36 | - | - |
| Diversified Metals | 0.33 | - | - |
| Household Products | 0.26 | - | - |
| It - Services | 0.26 | - | - |
| Ferrous Metals | 0.21 | - | - |
| Energy | - | - | 5.57 |
| Sovereign | - | - | 11.81 |
| Financial | - | - | 22.52 |
| Technology | - | - | 3.93 |
| Metals & Mining | - | - | -0.029999999999999 |
| Communication | - | - | 5.02 |
| Consumer Staples | - | - | 1.47 |
| Automobile | - | - | 2.93 |
| Materials | - | - | 0.93 |
| Healthcare | - | - | 1.64 |
| Chemicals | - | - | -0.01 |
| Capital Goods | - | - | 1.65 |
| Consumer Discretionary | - | - | 0.18 |
| Services | - | - | 0.11 |
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