FRANKLIN INDIA EQUITY SAVINGS FUND vs Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) compare

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FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

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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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Chart Comparison

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

Overview

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 Risk	Moderate Risk
Asset Size (Cr)	₹724 Cr	₹1067 Cr	₹1067 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	0.75	0.75
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	0.27%	-0.3%	-0.3%
6 Month	1.11%	-0.09%	-0.09%
1 Year	6.85%	10.09%	10.09%
3 Year	7.56%	11.84%	11.84%
5 Year	8.59%	14.08%	14.08%

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	4.59%	4.9%	4.9%
3 Year	8.26%	12.67%	12.67%
5 Year	8.86%	13.59%	13.59%

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	8.15%	9.43%	9.43%
3 Year	8.53%	9.27%	9.27%
5 Year	8.27%	10.01%	10.01%

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	3.976%	5.609%	5.609%
Sharp	0.192%	0.932%	0.932%
Beta	-	-	-
Alpha	-	-	-

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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	-23.85	0.22	28.8
Large Cap	57.7	50.55	53.45
Mid Cap	7.22	8.69	10.77
Small Cap	1.19	9.22	6.25

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	-23.85	0.22	28.8
Petroleum Products	6.99	6.47	8.78
IT - Software	4.98	6.97	6.11
Cement & Cement Products	0.99	2.07	1.24
Construction	4.05	1.83	2.4
Ferrous Metals	0.13	0.19	0.54
Finance	4.7	2.92	2.73
Banks	16.96	15.31	15.79
Diversified FMCG	1.39	1.74	1.51
Non - Ferrous Metals	0.14	0.96	0.86
Pharmaceuticals & Biotechnology	0.93	4.48	4.29
Aerospace & Defense	1.92	-	-
Automobiles	3.89	5.21	7.04
Telecom - Services	4.85	5.86	5.76
Consumer Durables	1.8	1.86	1.59
Agricultural Food & other Products	0.14	-	-
Beverages	1.2	0.93	0.94
Oil	0.11	-	-
Power	3.51	0.37	0.57
Financial Technology (Fintech)	1.08	-	-
Healthcare Services	1.27	-	-
Transport Services	2.68	2.08	2.29
Transport Infrastructure	0.11	0.32	0.27
Retailing	0.85	1.36	1.91
Insurance	1	0.57	0.67
Leisure Services	0.31	-	-
Commercial Services & Supplies	0.13	-	-
Electrical Equipment	-	3.09	2.41
Realty	-	0.29	0.28
Industrial Products	-	0.71	-
Metals & Minerals Trading	-	0.38	0.3
Auto Components	-	0.42	0.39
Capital Markets	-	2.07	1.8