Baroda BNP Paribas 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
Baroda BNP Paribas 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 | Baroda BNP Paribas 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 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Moderate | Moderate | Moderately High |
Asset Size (Cr) | ₹849 Cr | ₹849 Cr | ₹239 Cr |
Min Investment | ₹100 | ₹100 | ₹5000 |
Min SIP Invesment | ₹250 | ₹250 | ₹500 |
Min Addl Investment | ₹100 | ₹100 | ₹1000 |
Launch Date | 02 Jan 2013 | 02 Jan 2013 | 10 Jul 2019 |
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 | % | % | 486% |
Expense Ratio | 0.5 | 0.5 | 2.5 |
Manager | Dwijendra Srivastava | Dwijendra Srivastava | Miten Vora |
ISIN Code | INF173K01GZ9 | INF173K01GZ9 | INF955L01II9 |
Exits Load | Nil/365 | Nil/365 | Exit load of 1%, if redeemed within 30 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 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
1 Month | 1.5% | 1.5% | 1.55% |
6 Month | 10.59% | 10.59% | 8.3% |
1 Year | 20.88% | 20.88% | 17.59% |
3 Year | 13.39% | 13.39% | 9.57% |
5 Year | 13.19% | 13.19% | 9.63% |
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 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
6 Month | - | - | 4% |
1 Year | 9.13% | 9.13% | 8.19% |
3 Year | 24.19% | 24.19% | 19.28% |
5 Year | 45.97% | 45.97% | 28.99% |
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 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
1 Year | 14.62% | 14.62% | 8.81% |
3 Year | 36.06% | 36.06% | 21.49% |
5 Year | 48.18% | 48.18% | 28.72% |
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 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Standard Deviation | 5.34% | 5.34% | 4.56% |
Sharp | 1.16% | 1.16% | 0.59% |
Beta | 0.97% | 0.97% | 0.89% |
Alpha | 3.27% | 3.27% | -0.14% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts GuidanceScheme 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 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Name | Dwijendra Srivastava | Dwijendra Srivastava | Miten Vora |
Total AUM | ₹14140 Cr | ₹14140 Cr | ₹6478 Cr |
Fund Manage | 14 | 14 | 6 |
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 | Baroda BNP Paribas 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 |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Large Cap | 59.98 | - | 57.16 |
Others | 17.37 | - | -34.16 |
Small Cap | 10.67 | - | 3.65 |
Mid Cap | 8.59 | - | 6.42 |
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 |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Banks | 19.64 | - | 13.88 |
Petroleum Products | 7.19 | - | 5.33 |
It - Software | 7.33 | - | - |
Telecom - Services | 5.47 | - | 1.6 |
Others | 15.63 | - | -36.36 |
Automobiles | 9.32 | - | 4.9 |
Finance | 4.45 | - | 3.39 |
Diversified Fmcg | 2.09 | - | - |
Electrical Equipment | 3.01 | - | 1.84 |
Consumer Durables | 2.12 | - | 0.99 |
Pharmaceuticals & Biotechnology | 5.43 | - | 2.14 |
Transport Services | 1.4 | - | - |
Construction | 1.73 | - | 2.01 |
Non - Ferrous Metals | 1.05 | - | 2.46 |
Industrial Products | 0.87 | - | - |
Capital Markets | 1.66 | - | 0.45 |
Beverages | 1.07 | - | - |
Cement & Cement Products | 2.07 | - | 2.53 |
Retailing | 0.79 | - | 2.03 |
Insurance | 0.63 | - | 0.33 |
Auto Components | 0.59 | - | - |
Metals & Minerals Trading | 0.45 | - | - |
Power | 0.42 | - | 5.01 |
Transport Infrastructure | 0.41 | - | 1.89 |
Chemicals & Petrochemicals | 0.37 | - | 0.42 |
Realty | 0.36 | - | 2.96 |
Diversified Metals | 0.33 | - | - |
Household Products | 0.26 | - | - |
It - Services | 0.26 | - | - |
Ferrous Metals | 0.21 | - | 2.25 |
Diversified FMCG | - | - | 2.56 |
IT - Software | - | - | 5.32 |
Food Products | - | - | 1.12 |
Industrial Manufacturing | - | - | 1.09 |
Financial Technology (Fintech) | - | - | 0.87 |
Personal Products | - | - | 0.55 |
Aerospace & Defense | - | - | 0.51 |
Agricultural, Commercial & Construction Vehicles | - | - | 0.51 |
Leisure Services | - | - | 0.49 |
Top Comparisons
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
3Y Returns18.29%
Tata Ethical Fund-Regular Plan - Growth Option
3Y Returns16.26%
ITI Balanced Advantage Fund Regular - Growth
3Y Returns12.18%
ICICI Prudential Balanced Advantage Fund - Growth
3Y Returns13.72%
Baroda BNP Paribas Small Cap Fund - Regular (G)
3Y Returns0%
Axis Small Cap Fund - Regular Plan - Growth
3Y Returns23.02%
HDFC Top 100 Fund - Growth Option - Regular Plan
3Y Returns21.82%
Sundaram Large Cap Fund Regular Plan - Growth
3Y Returns14.74%