BANDHAN 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
BANDHAN 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 | BANDHAN 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 | BANDHAN Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderate | Moderate | Low to Moderate |
| Asset Size (Cr) | ₹990 Cr | ₹990 Cr | ₹194 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 | 09 Jun 2008 |
| Category | Equity Savings | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI | CRISIL Equity Saving |
| Turn Over | % | % | 22% |
| Expense Ratio | 0.61 | 0.61 | 1.09 |
| Manager | Dwijendra Srivastava | Dwijendra Srivastava | Harshal Joshi |
| ISIN Code | INF173K01GZ9 | INF173K01GZ9 | INF194K01581 |
| 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 | Bandhan Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 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 | BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | 1.63% | 1.63% | -0.16% |
| 6 Month | 4.86% | 4.86% | 4% |
| 1 Year | 14.8% | 14.8% | 9.55% |
| 3 Year | 12.7% | 12.7% | 6.49% |
| 5 Year | 14.58% | 14.58% | 7.95% |
| 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 | BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 12.45% | 12.45% | - |
| 3 Year | 15% | 15% | - |
| 5 Year | 15.11% | 15.11% | - |
| 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 | BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 9.23% | 9.23% | 6.86% |
| 3 Year | 9.15% | 9.15% | 7.06% |
| 5 Year | 9.94% | 9.94% | 6.86% |
| 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 | BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 5.34% | 5.34% | 2.76% |
| Sharp | 1.16% | 1.16% | 0.25% |
| Beta | 0.97% | 0.97% | 0.55% |
| Alpha | 3.27% | 3.27% | -1.08% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 | BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Name | Dwijendra Srivastava | Dwijendra Srivastava | Harshal Joshi |
| Total AUM | ₹14140 Cr | ₹14140 Cr | ₹42965 Cr |
| Fund Manage | 14 | 14 | 20 |
| 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 | BANDHAN 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 |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 0.22 | - | 29.7 |
| Large Cap | 50.55 | - | 64.94 |
| Mid Cap | 8.69 | - | 5.36 |
| Small Cap | 9.22 | - | - |
| 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 |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 0.22 | - | 52.61 |
| Petroleum Products | 6.47 | - | - |
| IT - Software | 6.97 | - | - |
| Cement & Cement Products | 2.07 | - | - |
| Construction | 1.83 | - | 0.89 |
| Ferrous Metals | 0.19 | - | - |
| Consumer Durables | 1.86 | - | - |
| Banks | 15.31 | - | - |
| Diversified FMCG | 1.74 | - | - |
| Non - Ferrous Metals | 0.96 | - | - |
| Pharmaceuticals & Biotechnology | 4.48 | - | - |
| Automobiles | 5.21 | - | - |
| Finance | 2.92 | - | - |
| Transport Services | 2.08 | - | - |
| Electrical Equipment | 3.09 | - | - |
| Realty | 0.29 | - | - |
| Industrial Products | 0.71 | - | - |
| Telecom - Services | 5.86 | - | - |
| Metals & Minerals Trading | 0.38 | - | - |
| Auto Components | 0.42 | - | - |
| Retailing | 1.36 | - | - |
| Beverages | 0.93 | - | - |
| Capital Markets | 2.07 | - | - |
| Power | 0.37 | - | - |
| Transport Infrastructure | 0.32 | - | - |
| Insurance | 0.57 | - | 0.26 |
| Technology | - | - | 2.6 |
| Services | - | - | 0.42 |
| Financial | - | - | 19.33 |
| Metals & Mining | - | - | 0.7 |
| Energy | - | - | 3.16 |
| Automobile | - | - | 1.7 |
| Healthcare | - | - | 0.87 |
| Consumer Staples | - | - | 1.73 |
| Chemicals | - | - | -0.02 |
| Sovereign | - | - | 5.95 |
| Materials | - | - | 0.97 |
| Consumer Discretionary | - | - | 0.3 |
| Communication | - | - | 0.75 |
| Unclassified | - | - | 7.78 |
Top Comparisons
LIC MF Large & Mid Cap Fund Regular-Growth
3Y Returns17.07%
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
3Y Returns17.07%
HSBC Global Equity Climate Change Fund of Fund - Regular - Growth
3Y Returns-2.57%
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
3Y Returns9.14%
Franklin India Corporate Debt Fund - Growth
3Y Returns5.7%
HSBC Corporate Bond Fund - Regular Growth
3Y Returns5.36%
ICICI Prudential Nifty Next 50 Index Fund - Growth
3Y Returns18.36%
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
3Y Returns18.03%