Edelweiss 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

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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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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)	₹990 Cr	₹990 Cr	₹539 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	0.61	0.61	1.59
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	-1.15%	-1.15%	-0.03%
6 Month	2.49%	2.49%	2.88%
1 Year	12.88%	12.88%	11.43%
3 Year	11.55%	11.55%	9.26%
5 Year	14.26%	14.26%	10.39%

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	-	-	-
1 Year	8.64%	8.64%	8.93%
3 Year	13.77%	13.77%	11.58%
5 Year	14.3%	14.3%	10.76%

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	9.23%	9.23%	8.56%
3 Year	9.15%	9.15%	8.69%
5 Year	9.94%	9.94%	8.49%

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	5.34%	5.34%	3.86%
Sharp	1.16%	1.16%	0.63%
Beta	0.97%	0.97%	0.23%
Alpha	3.27%	3.27%	1.16%

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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
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	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	0.22	-	35.98
Large Cap	50.55	-	43.95
Mid Cap	8.69	-	15.51
Small Cap	9.22	-	4.55

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	0.22	-	56.09
Petroleum Products	6.47	-	-
IT - Software	6.97	-	-
Cement & Cement Products	2.07	-	-
Construction	1.83	-	1.57
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	-	-
Financial	-	-	8.36
Textiles	-	-	0.17
Automobile	-	-	2.04
Healthcare	-	-	1.85
Services	-	-	2.52
Metals & Mining	-	-	0.38
Energy	-	-	2.58
Materials	-	-	0.9
Capital Goods	-	-	0.67
Communication	-	-	0.96
Sovereign	-	-	15.22
Technology	-	-	2.13
Consumer Staples	-	-	1.65
Chemicals	-	-	0.47
Unclassified	-	-	2.43