HDFC 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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HDFC Equity Savings Fund - GROWTH PLAN

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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	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 Risk	Moderate Risk	Moderately High Risk
Asset Size (Cr)	₹1067 Cr	₹1067 Cr	₹5584 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	17 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	0.75	0.75	1.89
Manager	Dwijendra Srivastava	Dwijendra Srivastava	Anil Bamboli
ISIN Code	INF173K01GZ9	INF173K01GZ9	INF179K01AM7
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	HDFC Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

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	-0.3%	-0.3%	-0.79%
6 Month	-0.09%	-0.09%	-1.91%
1 Year	10.09%	10.09%	5.03%
3 Year	11.84%	11.84%	9.23%
5 Year	14.08%	14.08%	10.64%

SIP Return Analysis

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	4.9%	4.9%	0.59%
3 Year	12.67%	12.67%	9.21%
5 Year	13.59%	13.59%	10.55%

Rolling Lumpsum Returns

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	9.43%	9.43%	8.6%
3 Year	9.27%	9.27%	9.9%
5 Year	10.01%	10.01%	9.44%

Risk Management

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	5.609%	5.609%	4.871%
Sharp	0.932%	0.932%	0.573%
Beta	-	-	-
Alpha	-	-	-

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Fund Managers

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

Market Cap

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	0.22	28.8	65.48
Large Cap	50.55	53.45	57.55
Mid Cap	8.69	10.77	5.1
Small Cap	9.22	6.25	5.25

Sector Allocation

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	0.22	28.8	65.48
Petroleum Products	6.47	8.78	2.86
IT - Software	6.97	6.11	3.63
Cement & Cement Products	2.07	1.24	0.32
Construction	1.83	2.4	1.99
Ferrous Metals	0.19	0.54	2.22
Consumer Durables	1.86	1.59	3.02
Banks	15.31	15.79	19.19
Diversified FMCG	1.74	1.51	2.02
Non - Ferrous Metals	0.96	0.86	0.53
Pharmaceuticals & Biotechnology	4.48	4.29	4.99
Automobiles	5.21	7.04	7.11
Finance	2.92	2.73	1.26
Transport Services	2.08	2.29	-
Electrical Equipment	3.09	2.41	-
Realty	0.29	0.28	1.57
Industrial Products	0.71	-	-
Telecom - Services	5.86	5.76	1.67
Metals & Minerals Trading	0.38	0.3	-
Auto Components	0.42	0.39	0.74
Retailing	1.36	1.91	-
Beverages	0.93	0.94	3.21
Capital Markets	2.07	1.8	-
Power	0.37	0.57	3.39
Transport Infrastructure	0.32	0.27	2.52
Insurance	0.57	0.67	1.72
Aerospace & Defense	-	-	0.39
Fertilizers & Agrochemicals	-	-	0.57
Entertainment	-	-	0.2
Agricultural Food & other Products	-	-	0.02
Agricultural, Commercial & Construction Vehicles	-	-	1.08
Oil	-	-	0.32
Healthcare Services	-	-	0.52
Chemicals & Petrochemicals	-	-	0.18
Consumable Fuels	-	-	0.41
Paper, Forest & Jute Products	-	-	0.25