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 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 | Axis 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 | Axis Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderate | Moderate | Moderately High |
| Asset Size (Cr) | ₹990 Cr | ₹990 Cr | ₹1020 Cr |
| Min Investment | ₹100 | ₹100 | ₹500 |
| Min SIP Invesment | ₹200000 | ₹200000 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 | ₹100 |
| Launch Date | 02 Jan 2013 | 02 Jan 2013 | 14 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 | 0.61 | 0.61 | 2.24 |
| Manager | Dwijendra Srivastava | Dwijendra Srivastava | Hardik Shah |
| ISIN Code | INF173K01GZ9 | INF173K01GZ9 | INF846K01VO3 |
| 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 | Axis Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./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 Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | 1.63% | 1.63% | 0.89% |
| 6 Month | 4.86% | 4.86% | 3.97% |
| 1 Year | 14.8% | 14.8% | 11.35% |
| 3 Year | 12.7% | 12.7% | 8.44% |
| 5 Year | 14.58% | 14.58% | 9.82% |
| 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 Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 12.45% | 12.45% | 8.56% |
| 3 Year | 15% | 15% | 11.55% |
| 5 Year | 15.11% | 15.11% | 10.86% |
| 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 Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 9.23% | 9.23% | 8.75% |
| 3 Year | 9.15% | 9.15% | 8.73% |
| 5 Year | 9.94% | 9.94% | 8.82% |
| 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 Savings 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 Savings 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 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 |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 0.22 | - | 1.73 |
| Large Cap | 50.55 | - | 55.47 |
| Mid Cap | 8.69 | - | 5.48 |
| Small Cap | 9.22 | - | 6.58 |
| 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 Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 0.22 | - | 1.73 |
| Petroleum Products | 6.47 | - | 8.16 |
| IT - Software | 6.97 | - | 6.28 |
| Cement & Cement Products | 2.07 | - | 1.52 |
| Construction | 1.83 | - | 3.6 |
| Ferrous Metals | 0.19 | - | 2.53 |
| Consumer Durables | 1.86 | - | 1.23 |
| Banks | 15.31 | - | 15.89 |
| Diversified FMCG | 1.74 | - | 2.63 |
| Non - Ferrous Metals | 0.96 | - | 1.16 |
| Pharmaceuticals & Biotechnology | 4.48 | - | 4.21 |
| Automobiles | 5.21 | - | 2.23 |
| Finance | 2.92 | - | 2.56 |
| Transport Services | 2.08 | - | - |
| Electrical Equipment | 3.09 | - | 0.35 |
| Realty | 0.29 | - | 0.82 |
| Industrial Products | 0.71 | - | 0.16 |
| Telecom - Services | 5.86 | - | 2.41 |
| Metals & Minerals Trading | 0.38 | - | - |
| Auto Components | 0.42 | - | 2.05 |
| Retailing | 1.36 | - | 0.9 |
| Beverages | 0.93 | - | 0.86 |
| Capital Markets | 2.07 | - | 0.01 |
| Power | 0.37 | - | 1.82 |
| Transport Infrastructure | 0.32 | - | - |
| Insurance | 0.57 | - | 1.57 |
| Personal Products | - | - | 0.38 |
| Healthcare Services | - | - | 0.94 |
| Aerospace & Defense | - | - | 0.13 |
| Commercial Services & Supplies | - | - | 0.87 |
| Diversified Metals | - | - | 0.63 |
| Oil | - | - | 0.26 |
| Food Products | - | - | 0.47 |
| Chemicals & Petrochemicals | - | - | 0.17 |
| Leisure Services | - | - | 0.03 |
| Consumable Fuels | - | - | 0.22 |
| Fertilizers & Agrochemicals | - | - | 0.19 |
| Industrial Manufacturing | - | - | 0.29 |
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