FRANKLIN INDIA EQUITY SAVINGS FUND vs Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) compare
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH
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
Chart Comparison
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | 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 |
|---|---|---|---|
| Fund | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | 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 |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Average | Moderate | Moderate |
| Asset Size (Cr) | ₹724 Cr | ₹990 Cr | ₹990 Cr |
| Min Investment | ₹5000 | ₹100 | ₹100 |
| Min SIP Invesment | ₹500 | ₹200000 | ₹200000 |
| Min Addl Investment | ₹1000 | ₹100 | ₹100 |
| Launch Date | 27 Aug 2018 | 02 Jan 2013 | 02 Jan 2013 |
| 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 | % | % | % |
| Expense Ratio | 1.12 | 0.61 | 0.61 |
| Manager | Dwijendra Srivastava | Dwijendra Srivastava | |
| ISIN Code | INF090I01PA3 | INF173K01GZ9 | INF173K01GZ9 |
| Exits Load | Data not available./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 | 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 |
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | 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 |
|---|---|---|---|
| 1 Month | -0.56% | -1.15% | -1.15% |
| 6 Month | 1.91% | 2.49% | 2.49% |
| 1 Year | 7.75% | 12.88% | 12.88% |
| 3 Year | 6.96% | 11.55% | 11.55% |
| 5 Year | 8.52% | 14.26% | 14.26% |
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | 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 |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 5.92% | 8.64% | 8.64% |
| 3 Year | 8.57% | 13.77% | 13.77% |
| 5 Year | 9.05% | 14.3% | 14.3% |
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | 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 |
|---|---|---|---|
| 1 Year | 7.9% | 9.23% | 9.23% |
| 3 Year | 8.64% | 9.15% | 9.15% |
| 5 Year | 8.12% | 9.94% | 9.94% |
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | 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 |
|---|---|---|---|
| Standard Deviation | 4.12% | 5.34% | 5.34% |
| Sharp | 0.39% | 1.16% | 1.16% |
| Beta | 0.7% | 0.97% | 0.97% |
| Alpha | -0.69% | 3.27% | 3.27% |
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| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | 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 |
|---|---|---|---|
| Name | Dwijendra Srivastava | Dwijendra Srivastava | |
| Total AUM | ₹14140 Cr | ₹14140 Cr | |
| Fund Manage | 14 | 14 | |
| FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | 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 |
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
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 |
|---|---|---|---|
| Others | -23.23 | 0.22 | - |
| Large Cap | 61.75 | 50.55 | - |
| Mid Cap | 4.06 | 8.69 | - |
| Small Cap | 0.86 | 9.22 | - |
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
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 |
|---|---|---|---|
| Others | -23.23 | 0.22 | - |
| Petroleum Products | 6.83 | 6.47 | - |
| IT - Software | 5.42 | 6.97 | - |
| Cement & Cement Products | 0.96 | 2.07 | - |
| Construction | 4.05 | 1.83 | - |
| Ferrous Metals | 0.13 | 0.19 | - |
| Finance | 3.9 | 2.92 | - |
| Banks | 15.66 | 15.31 | - |
| Diversified FMCG | 3.6 | 1.74 | - |
| Non - Ferrous Metals | 0.05 | 0.96 | - |
| Pharmaceuticals & Biotechnology | 0.9 | 4.48 | - |
| Aerospace & Defense | 1.98 | - | - |
| Automobiles | 3.82 | 5.21 | - |
| Telecom - Services | 4.14 | 5.86 | - |
| Consumer Durables | 1.58 | 1.86 | - |
| Agricultural Food & other Products | 0.14 | - | - |
| Oil | 0.11 | - | - |
| Power | 5.98 | 0.37 | - |
| Financial Technology (Fintech) | 0.94 | - | - |
| Healthcare Services | 1.15 | - | - |
| Transport Services | 2.5 | 2.08 | - |
| Transport Infrastructure | 0.1 | 0.32 | - |
| Retailing | 0.83 | 1.36 | - |
| Insurance | 1.04 | 0.57 | - |
| Leisure Services | 0.28 | - | - |
| Beverages | 0.46 | 0.93 | - |
| Commercial Services & Supplies | 0.12 | - | - |
| Electrical Equipment | - | 3.09 | - |
| Realty | - | 0.29 | - |
| Industrial Products | - | 0.71 | - |
| Metals & Minerals Trading | - | 0.38 | - |
| Auto Components | - | 0.42 | - |
| Capital Markets | - | 2.07 | - |
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