- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Invesco India 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
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Chart Comparison
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 | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - 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 | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth | Growth |
| Level of Risk | Moderate Risk | Moderate Risk | Moderately High Risk | Moderately High Risk |
| Asset Size (Cr) | ₹1067 Cr | ₹1067 Cr | ₹402 Cr | ₹402 Cr |
| Min Investment | ₹100 | ₹100 | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹200000 | ₹200000 | ₹500 | ₹500 |
| Min Addl Investment | ₹100 | ₹100 | ₹1000 | ₹1000 |
| Launch Date | 02 Jan 2013 | 02 Jan 2013 | 06 Mar 2019 | 06 Mar 2019 |
| Category | Equity Savings | Equity Savings | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | % | % | 469% | 469% |
| Expense Ratio | 0.75 | 0.75 | 2.3 | 2.3 |
| Manager | Dwijendra Srivastava | Dwijendra Srivastava | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati |
| ISIN Code | INF173K01GZ9 | INF173K01GZ9 | INF205KA1023 | INF205KA1023 |
| 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 | Invesco India Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Invesco India Equity Savings Fund - Regular Plan - Growth charges 0.25% 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 | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|---|
| 1 Month | -0.3% | -0.3% | -2.4% | -2.4% |
| 6 Month | -0.09% | -0.09% | -2.64% | -2.64% |
| 1 Year | 10.09% | 10.09% | 8.47% | 8.47% |
| 3 Year | 11.84% | 11.84% | 8.73% | 8.73% |
| 5 Year | 14.08% | 14.08% | 8% | 8% |
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 | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|---|
| 6 Month | - | - | - | - |
| 1 Year | 4.9% | 4.9% | 0.54% | 0.54% |
| 3 Year | 12.67% | 12.67% | 10.2% | 10.2% |
| 5 Year | 13.59% | 13.59% | 9.2% | 9.2% |
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 | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|---|
| 1 Year | 9.43% | 9.43% | 9.26% | 9.26% |
| 3 Year | 9.27% | 9.27% | 7.81% | 7.81% |
| 5 Year | 10.01% | 10.01% | 9.43% | 9.43% |
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 | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|---|
| Standard Deviation | 5.609% | 5.609% | 5.785% | 5.785% |
| Sharp | 0.932% | 0.932% | 0.471% | 0.471% |
| Beta | - | - | - | - |
| Alpha | - | - | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|---|
| Name | Dwijendra Srivastava | Dwijendra Srivastava | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati |
| Total AUM | ₹14140 Cr | ₹14140 Cr | ₹24743 Cr | ₹24743 Cr |
| Fund Manage | 14 | 14 | 19 | 19 |
| 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 | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
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 |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|---|
| Others | 0.22 | 28.8 | 33.36 | 33.36 |
| Large Cap | 50.55 | 53.45 | 45.21 | 45.21 |
| Mid Cap | 8.69 | 10.77 | 11.15 | 11.15 |
| Small Cap | 9.22 | 6.25 | 10.28 | 10.28 |
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 |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|---|
| Others | 0.22 | 28.8 | 33.36 | 33.36 |
| Petroleum Products | 6.47 | 8.78 | 3.3 | 3.3 |
| IT - Software | 6.97 | 6.11 | 9.4 | 9.4 |
| Cement & Cement Products | 2.07 | 1.24 | 1.85 | 1.85 |
| Construction | 1.83 | 2.4 | 0.84 | 0.84 |
| Ferrous Metals | 0.19 | 0.54 | - | - |
| Consumer Durables | 1.86 | 1.59 | 2.85 | 2.85 |
| Banks | 15.31 | 15.79 | 11.13 | 11.13 |
| Diversified FMCG | 1.74 | 1.51 | 0.99 | 0.99 |
| Non - Ferrous Metals | 0.96 | 0.86 | 0.44 | 0.44 |
| Pharmaceuticals & Biotechnology | 4.48 | 4.29 | 7.23 | 7.23 |
| Automobiles | 5.21 | 7.04 | 2.05 | 2.05 |
| Finance | 2.92 | 2.73 | 1.91 | 1.91 |
| Transport Services | 2.08 | 2.29 | 1.65 | 1.65 |
| Electrical Equipment | 3.09 | 2.41 | 2.75 | 2.75 |
| Realty | 0.29 | 0.28 | 0.55 | 0.55 |
| Industrial Products | 0.71 | - | 1.49 | 1.49 |
| Telecom - Services | 5.86 | 5.76 | - | - |
| Metals & Minerals Trading | 0.38 | 0.3 | - | - |
| Auto Components | 0.42 | 0.39 | 0.26 | 0.26 |
| Retailing | 1.36 | 1.91 | 3.25 | 3.25 |
| Beverages | 0.93 | 0.94 | 5.23 | 5.23 |
| Capital Markets | 2.07 | 1.8 | - | - |
| Power | 0.37 | 0.57 | 0.59 | 0.59 |
| Transport Infrastructure | 0.32 | 0.27 | - | - |
| Insurance | 0.57 | 0.67 | 0.72 | 0.72 |
| Personal Products | - | - | 1.59 | 1.59 |
| Healthcare Services | - | - | 0.61 | 0.61 |
| Other Utilities | - | - | 0.86 | 0.86 |
| Paper, Forest & Jute Products | - | - | 0.6 | 0.6 |
| Commercial Services & Supplies | - | - | 0.82 | 0.82 |
| Gas | - | - | 0.1 | 0.1 |
| Food Products | - | - | 0.65 | 0.65 |
| Chemicals & Petrochemicals | - | - | 1.04 | 1.04 |
| Fertilizers & Agrochemicals | - | - | 0.27 | 0.27 |
| Industrial Manufacturing | - | - | 1.62 | 1.62 |
Top Comparisons
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option
3Y Returns10.84%
Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth
3Y Returns22.42%
Kotak Overnight Fund -Regular plan-Growth Option
3Y Returns6.08%
Canara Robeco Overnight Fund - Regular Plan - Growth Option
3Y Returns6.11%
Sundaram Short Duration Fund Regular Growth
3Y Returns6.22%
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
3Y Returns6.47%
ICICI Prudential Gilt Fund - Growth
3Y Returns7.07%
UTI - Gilt Fund - Regular Plan - Growth Option
3Y Returns6.5%
