Mahindra Manulife 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 NowMahindra Manulife Equity Savings Fund - Regular Plan - 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 | Mahindra Manulife 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 | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Moderate | Moderate | Moderately High |
Asset Size (Cr) | ₹849 Cr | ₹849 Cr | ₹502 Cr |
Min Investment | ₹100 | ₹100 | ₹1000 |
Min SIP Invesment | ₹200000 | ₹200000 | ₹500 |
Min Addl Investment | ₹100 | ₹100 | ₹1000 |
Launch Date | 02 Jan 2013 | 02 Jan 2013 | 05 Feb 2017 |
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 | % | % | 353% |
Expense Ratio | 0.5 | 0.5 | 2.39 |
Manager | Dwijendra Srivastava | Dwijendra Srivastava | Kush Sonigara |
ISIN Code | INF173K01GZ9 | INF173K01GZ9 | INF174V01150 |
Exits Load | Nil/365 | Nil/365 | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 15 days./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 | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
1 Month | 1.5% | 1.5% | 0.56% |
6 Month | 10.59% | 10.59% | 7.57% |
1 Year | 20.88% | 20.88% | 17.21% |
3 Year | 13.39% | 13.39% | 9.81% |
5 Year | 13.19% | 13.19% | 12.37% |
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 | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
6 Month | - | - | - |
1 Year | 9.13% | 9.13% | 6.81% |
3 Year | 24.19% | 24.19% | 17.58% |
5 Year | 45.97% | 45.97% | 34.12% |
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 | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
1 Year | 9.23% | 9.23% | 7.93% |
3 Year | 9.15% | 9.15% | 10.54% |
5 Year | 9.91% | 9.91% | 9.04% |
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 | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Standard Deviation | 5.34% | 5.34% | 5.82% |
Sharp | 1.16% | 1.16% | 0.62% |
Beta | 0.97% | 0.97% | 1.08% |
Alpha | 3.27% | 3.27% | 0.2% |
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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 | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Name | Dwijendra Srivastava | Dwijendra Srivastava | Kush Sonigara |
Total AUM | ₹14140 Cr | ₹14140 Cr | ₹889 Cr |
Fund Manage | 14 | 14 | 3 |
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 | Mahindra Manulife Equity Savings Fund - Regular Plan - 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 |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Others | 17.37 | - | 33.08 |
Large Cap | 59.98 | - | 55.65 |
Small Cap | 10.67 | - | 6.81 |
Mid Cap | 8.59 | - | 4.46 |
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 |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Others | 15.63 | - | 29.68 |
Automobiles | 9.32 | - | 1.59 |
Petroleum Products | 7.19 | - | 4.05 |
It - Software | 7.33 | - | - |
Construction | 1.73 | - | 1.28 |
Cement & Cement Products | 2.07 | - | 9.67 |
Ferrous Metals | 0.21 | - | 2.45 |
Consumer Durables | 2.12 | - | 1.31 |
Banks | 19.64 | - | 12.62 |
Diversified Fmcg | 2.09 | - | - |
Non - Ferrous Metals | 1.05 | - | 1.53 |
Pharmaceuticals & Biotechnology | 5.43 | - | 3.45 |
Electrical Equipment | 3.01 | - | - |
Finance | 4.45 | - | 4.8 |
It - Services | 0.26 | - | - |
Diversified Metals | 0.33 | - | - |
Chemicals & Petrochemicals | 0.37 | - | 0.38 |
Realty | 0.36 | - | 2.53 |
Industrial Products | 0.87 | - | 1.03 |
Household Products | 0.26 | - | 0.35 |
Telecom - Services | 5.47 | - | 0.52 |
Metals & Minerals Trading | 0.45 | - | - |
Auto Components | 0.59 | - | 1.76 |
Transport Services | 1.4 | - | - |
Retailing | 0.79 | - | 0.72 |
Beverages | 1.07 | - | - |
Capital Markets | 1.66 | - | 0.48 |
Power | 0.42 | - | 2.07 |
Transport Infrastructure | 0.41 | - | - |
Insurance | 0.63 | - | 0.7 |
IT - Software | - | - | 5.45 |
Personal Products | - | - | 0.66 |
Diversified FMCG | - | - | 4.5 |
Agricultural, Commercial & Construction Vehicles | - | - | 0.54 |
Industrial Manufacturing | - | - | 0.49 |
Gas | - | - | 1.08 |
IT - Services | - | - | 0.39 |
Fertilizers & Agrochemicals | - | - | 0.66 |
Agricultural Food & other Products | - | - | 1.47 |
Textiles & Apparels | - | - | 0.69 |
Consumable Fuels | - | - | 1.1 |
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