HDFC 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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HDFC Equity Savings Fund - GROWTH PLAN

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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	HDFC Equity Savings Fund - GROWTH PLAN
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	HDFC Equity Savings Fund - GROWTH PLAN
Investment Plan	Growth	Growth	Growth
Level of Risk	Moderate	Moderate	Moderately High
Asset Size (Cr)	₹849 Cr	₹849 Cr	₹4611 Cr
Min Investment	₹100	₹100	₹100
Min SIP Invesment	₹200000	₹200000	₹300
Min Addl Investment	₹100	₹100	₹100
Launch Date	02 Jan 2013	02 Jan 2013	05 Sep 2004
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	%	%	27.79%
Expense Ratio	0.5	0.5	1.92
Manager	Dwijendra Srivastava	Dwijendra Srivastava	Anil Bamboli
ISIN Code	INF173K01GZ9	INF173K01GZ9	INF179K01AM7
Exits Load	Nil/365	Nil/365	Exit load For units in excess of 15% of the investment,1% will be charged for redemption within 1 month./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	HDFC Equity Savings Fund - GROWTH PLAN
1 Month	-1.47%	-1.47%	-0.83%
6 Month	8.12%	8.12%	6.02%
1 Year	18.68%	18.68%	15.96%
3 Year	11.43%	11.43%	9.53%
5 Year	14.56%	14.56%	11.3%

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	HDFC Equity Savings Fund - GROWTH PLAN
6 Month	-	-	-
1 Year	14.25%	14.25%	10.47%
3 Year	15.1%	15.1%	12.22%
5 Year	15.22%	15.22%	12.39%

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	HDFC Equity Savings Fund - GROWTH PLAN
1 Year	9.23%	9.23%	8.56%
3 Year	9.15%	9.15%	9.9%
5 Year	9.94%	9.94%	9.43%

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	HDFC Equity Savings Fund - GROWTH PLAN
Standard Deviation	5.34%	5.34%	4.68%
Sharp	1.16%	1.16%	0.9%
Beta	0.97%	0.97%	0.88%
Alpha	3.27%	3.27%	1.46%

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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	HDFC Equity Savings Fund - GROWTH PLAN
Name	Dwijendra Srivastava	Dwijendra Srivastava	Anil Bamboli
Total AUM	₹14140 Cr	₹14140 Cr	₹135442 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	HDFC Equity Savings Fund - GROWTH PLAN

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	HDFC Equity Savings Fund - GROWTH PLAN
Others	17.37	-	32.91
Large Cap	59.98	-	57.84
Small Cap	10.67	-	4.05
Mid Cap	8.59	-	5.2

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	HDFC Equity Savings Fund - GROWTH PLAN
Others	15.63	-	41.4
Automobiles	9.32	-	-
Petroleum Products	7.19	-	-
It - Software	7.33	-	-
Construction	1.73	-	3.45
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	-	0.24
Consumer Staples	-	-	1.38
Financial	-	-	19.39
Metals & Mining	-	-	1.1
Energy	-	-	5.12
Materials	-	-	0.93
Communication	-	-	4.26
Healthcare	-	-	3.01
Automobile	-	-	2.2
Services	-	-	1.7
Consumer Discretionary	-	-	0.23
Sovereign	-	-	10.69
Technology	-	-	2.48
Capital Goods	-	-	1.76
Chemicals	-	-	0.66