HSBC 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
Invest NowSundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
Invest NowHSBC Equity Savings Fund - Regular Growth
Invest NowChart Comparison
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 | HSBC Equity Savings Fund - Regular Growth |
---|---|---|---|
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 | HSBC Equity Savings Fund - Regular Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Moderate | Moderate | Moderately High |
Asset Size (Cr) | ₹849 Cr | ₹849 Cr | ₹341 Cr |
Min Investment | ₹100 | ₹100 | ₹5000 |
Min SIP Invesment | ₹200000 | ₹200000 | ₹500 |
Min Addl Investment | ₹100 | ₹100 | ₹1000 |
Launch Date | 02 Jan 2013 | 02 Jan 2013 | 01 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 | % | % | 75% |
Expense Ratio | 0.5 | 0.5 | 1.51 |
Manager | Dwijendra Srivastava | Dwijendra Srivastava | Mahesh A Chhabria |
ISIN Code | INF173K01GZ9 | INF173K01GZ9 | INF917K01AA5 |
Exits Load | Nil/365 | Nil/365 | Exit load for units in excess of 0.50% 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 | HSBC Equity Savings Fund - Regular Growth |
---|---|---|---|
1 Month | -2.19% | -2.19% | -1.82% |
6 Month | 5.9% | 5.9% | 7.62% |
1 Year | 16.73% | 16.73% | 21.17% |
3 Year | 11.38% | 11.38% | 12.23% |
5 Year | 14.34% | 14.34% | 12.84% |
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 | HSBC Equity Savings Fund - Regular Growth |
---|---|---|---|
6 Month | - | - | - |
1 Year | 14.25% | 14.25% | 19% |
3 Year | 15.1% | 15.1% | 16.86% |
5 Year | 15.22% | 15.22% | 15.09% |
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 | HSBC Equity Savings Fund - Regular Growth |
---|---|---|---|
1 Year | 9.23% | 9.23% | 8% |
3 Year | 9.15% | 9.15% | 9.28% |
5 Year | 9.94% | 9.94% | 8.14% |
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 | HSBC Equity Savings Fund - Regular Growth |
---|---|---|---|
Standard Deviation | 5.34% | 5.34% | 4.64% |
Sharp | 1.16% | 1.16% | 1.25% |
Beta | 0.97% | 0.97% | 0.78% |
Alpha | 3.27% | 3.27% | 3.82% |
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Get Free Experts GuidanceScheme 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 | HSBC Equity Savings Fund - Regular Growth |
---|---|---|---|
Name | Dwijendra Srivastava | Dwijendra Srivastava | Mahesh A Chhabria |
Total AUM | ₹14140 Cr | ₹14140 Cr | ₹15021 Cr |
Fund Manage | 14 | 14 | 9 |
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 | HSBC Equity Savings Fund - Regular Growth |
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 |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|---|
Others | 17.37 | - | 31.55 |
Large Cap | 59.98 | - | 30.66 |
Small Cap | 10.67 | - | 19.25 |
Mid Cap | 8.59 | - | 18.54 |
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 |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|---|
Others | 15.63 | - | 1.65 |
Automobiles | 9.32 | - | - |
Petroleum Products | 7.19 | - | - |
It - Software | 7.33 | - | - |
Construction | 1.73 | - | 8.61 |
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 | - | - |
Sovereign | - | - | 13.5 |
Capital Goods | - | - | 23.15 |
Technology | - | - | 3.27 |
Financial | - | - | 20.73 |
Services | - | - | 9.17 |
Materials | - | - | 2.54 |
Energy | - | - | 0.72 |
Metals & Mining | - | - | 6.34 |
Consumer Staples | - | - | 4.31 |
Communication | - | - | 0.35 |
Chemicals | - | - | 2.13 |
Healthcare | - | - | 0.15 |
Consumer Discretionary | - | - | 3.29 |
Automobile | - | - | 0.09 |
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