DSP 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
Invest NowSundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
Invest NowDSP Equity Savings Fund - Regular Plan - Growth
Invest NowChart 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 | DSP 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 | DSP 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 | ₹1327 Cr |
Min Investment | ₹100 | ₹100 | ₹100 |
Min SIP Invesment | ₹200000 | ₹200000 | ₹100 |
Min Addl Investment | ₹100 | ₹100 | ₹100 |
Launch Date | 02 Jan 2013 | 02 Jan 2013 | 28 Mar 2016 |
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 | % | % | 444% |
Expense Ratio | 0.5 | 0.5 | 1.27 |
Manager | Dwijendra Srivastava | Dwijendra Srivastava | Kedar Karnik |
ISIN Code | INF173K01GZ9 | INF173K01GZ9 | INF740KA1439 |
Exits Load | Nil/365 | Nil/365 | Nil/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 | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
1 Month | -2.19% | -2.19% | -0.64% |
6 Month | 5.9% | 5.9% | 7.08% |
1 Year | 16.73% | 16.73% | 15.58% |
3 Year | 11.38% | 11.38% | 9.37% |
5 Year | 14.34% | 14.34% | 9.71% |
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 | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
6 Month | - | - | - |
1 Year | 14.25% | 14.25% | 14.39% |
3 Year | 15.1% | 15.1% | 12.33% |
5 Year | 15.22% | 15.22% | 11.5% |
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 | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
1 Year | 9.23% | 9.23% | 8.29% |
3 Year | 9.15% | 9.15% | 8.3% |
5 Year | 9.94% | 9.94% | 7.87% |
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 | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Standard Deviation | 5.34% | 5.34% | 4.23% |
Sharp | 1.16% | 1.16% | 0.58% |
Beta | 0.97% | 0.97% | 0.81% |
Alpha | 3.27% | 3.27% | -0.03% |
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 | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Name | Dwijendra Srivastava | Dwijendra Srivastava | Kedar Karnik |
Total AUM | ₹14140 Cr | ₹14140 Cr | ₹32997 Cr |
Fund Manage | 14 | 14 | 11 |
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 | DSP 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 |
DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Others | 17.37 | - | 29.04 |
Large Cap | 59.98 | - | 48.46 |
Small Cap | 10.67 | - | 6.17 |
Mid Cap | 8.59 | - | 13.9 |
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 |
DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Others | 15.63 | - | 40.12 |
Automobiles | 9.32 | - | - |
Petroleum Products | 7.19 | - | - |
It - Software | 7.33 | - | - |
Construction | 1.73 | - | 1.65 |
Cement & Cement Products | 2.07 | - | - |
Ferrous Metals | 0.21 | - | - |
Consumer Durables | 2.12 | - | - |
Banks | 19.64 | - | - |
Diversified Fmcg | 2.09 | - | - |
Non - Ferrous Metals | 1.05 | - | - |
Pharmaceuticals & Biotechnology | 5.43 | - | - |
Electrical Equipment | 3.01 | - | - |
Finance | 4.45 | - | - |
It - Services | 0.26 | - | - |
Diversified Metals | 0.33 | - | - |
Chemicals & Petrochemicals | 0.37 | - | - |
Realty | 0.36 | - | - |
Industrial Products | 0.87 | - | - |
Household Products | 0.26 | - | - |
Telecom - Services | 5.47 | - | - |
Metals & Minerals Trading | 0.45 | - | - |
Auto Components | 0.59 | - | - |
Transport Services | 1.4 | - | - |
Retailing | 0.79 | - | - |
Beverages | 1.07 | - | - |
Capital Markets | 1.66 | - | - |
Power | 0.42 | - | - |
Transport Infrastructure | 0.41 | - | - |
Insurance | 0.63 | - | 2.27 |
Chemicals | - | - | 1.69 |
Automobile | - | - | 3.63 |
Metals & Mining | - | - | -0.04 |
Healthcare | - | - | 4.62 |
Consumer Staples | - | - | 2.04 |
Materials | - | - | 0.5 |
Financial | - | - | 21.73 |
Energy | - | - | 1.49 |
Consumer Discretionary | - | - | -0.01 |
Services | - | - | 0.32 |
Capital Goods | - | - | -5.5511151231258E-17 |
Communication | - | - | 0.73 |
Technology | - | - | 2.42 |
Sovereign | - | - | 14.41 |
Top Comparisons
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
3Y Returns0%
SBI Large & MIDCap Fund- Regular Plan -Growth
3Y Returns16%
ICICI Prudential Savings Fund - Growth
3Y Returns6.44%
Tata Treasury Advantage Fund - Regular Plan - Growth Option
3Y Returns5.98%
Tata Silver Exchange Traded Fund
3Y Returns0%
DSP US Flexible Equity Fund - Regular Plan - Growth
3Y Returns9.69%
Baroda BNP Paribas Retirement Fund - Reg (G)
3Y Returns0%
Tata Nifty Realty Index Fund - Regular (G)
3Y Returns0%