Edelweiss Equity Savings Fund vs Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) compare

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Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

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Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

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Edelweiss Equity Savings Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
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	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth	Growth
Level of Risk	Moderate	Moderate	Moderate
Asset Size (Cr)	₹1067 Cr	₹1067 Cr	₹572 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	13 Oct 2014
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	%	%	87%
Expense Ratio	0.75	0.75	1.6
Manager	Dwijendra Srivastava	Dwijendra Srivastava	Dhawal Dalal
ISIN Code	INF173K01GZ9	INF173K01GZ9	INF843K01KG9
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	Data not available./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	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Month	1.97%	1.97%	1.7%
6 Month	-1.48%	-1.48%	0.09%
1 Year	10.73%	10.73%	9.69%
3 Year	12.48%	12.48%	9.95%
5 Year	16.85%	16.85%	11.89%

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	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
6 Month	0.74%	0.74%	1.1%
1 Year	5.16%	5.16%	5.7%
3 Year	13.08%	13.08%	10.89%
5 Year	13.54%	13.54%	10.2%

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	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Year	9.43%	9.43%	8.68%
3 Year	9.27%	9.27%	8.78%
5 Year	10.01%	10.01%	8.77%

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	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Standard Deviation	5.681%	5.681%	4.089%
Sharp	0.875%	0.875%	0.716%
Beta	-	-	-
Alpha	-	-	-

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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	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Name	Dwijendra Srivastava	Dwijendra Srivastava	Dhawal Dalal
Total AUM	₹14140 Cr	₹14140 Cr	₹25974 Cr
Funds Managed	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	Edelweiss Equity Savings Fund - Regular Plan - Growth Option

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	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Others	27.55	27.55	34.35
Large Cap	58.49	58.49	46.78
Mid Cap	8.77	8.77	12.37
Small Cap	5.19	5.19	6.5

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	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Others	27.69	27.69	31.74
Energy	8.35	8.35	10.61
Technology	8.85	8.85	3.67
Basic Materials	2.65	2.65	8.54
Industrials	6.64	6.64	8.32
Financial Services	21.31	21.31	17.32
Consumer Defensive	4.31	4.31	1.94
Healthcare	3.57	3.57	3.58
Consumer Cyclical	10.06	10.06	9.31
Communication Services	5.78	5.78	2.02
Real Estate	0.25	0.25	0.45
Utilities	0.54	0.54	2.52