Mirae Asset 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 NowMirae Asset 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 | Mirae Asset 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 | Mirae Asset 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 | ₹1123 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 | 15 Dec 2018 |
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 Index |
Turn Over | % | % | 620% |
Expense Ratio | 0.5 | 0.5 | 1.31 |
Manager | Dwijendra Srivastava | Dwijendra Srivastava | Mahendra Kumar Jajoo |
ISIN Code | INF173K01GZ9 | INF173K01GZ9 | INF769K01EI5 |
Exits Load | Nil/365 | Nil/365 | I. For investors who have opted for SWP under the plan: a) 15% of the units allotted (including Switch-in/STP - in) on or before completion of 365 days from the date of allotment of units: Nil. b) Any redemption in excess of such limits in the first 365 d/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 | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|---|
1 Month | -2.04% | -2.04% | -1.79% |
6 Month | 6.06% | 6.06% | 5.34% |
1 Year | 16.9% | 16.9% | 14.91% |
3 Year | 11.46% | 11.46% | 8.97% |
5 Year | 14.39% | 14.39% | 11.56% |
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 | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|---|
6 Month | - | - | - |
1 Year | 14.25% | 14.25% | 11.76% |
3 Year | 15.1% | 15.1% | 12.34% |
5 Year | 15.22% | 15.22% | 12.27% |
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 | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|---|
1 Year | 9.23% | 9.23% | 11.46% |
3 Year | 9.15% | 9.15% | 11.28% |
5 Year | 9.94% | 9.94% | 11.9% |
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 | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|---|
Standard Deviation | 5.34% | 5.34% | 5.04% |
Sharp | 1.16% | 1.16% | 0.76% |
Beta | 0.97% | 0.97% | 1% |
Alpha | 3.27% | 3.27% | 0.74% |
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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 | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|---|
Name | Dwijendra Srivastava | Dwijendra Srivastava | Mahendra Kumar Jajoo |
Total AUM | ₹14140 Cr | ₹14140 Cr | ₹8876 Cr |
Fund Manage | 14 | 14 | 4 |
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 | Mirae Asset 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 |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|---|
Others | 17.37 | - | 32.2 |
Large Cap | 59.98 | - | 50.28 |
Small Cap | 10.67 | - | 4.06 |
Mid Cap | 8.59 | - | 9.39 |
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 |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|---|
Others | 15.63 | - | 42.01 |
Automobiles | 9.32 | - | - |
Petroleum Products | 7.19 | - | - |
It - Software | 7.33 | - | - |
Construction | 1.73 | - | 1.69 |
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 |
Healthcare | - | - | 1.51 |
Materials | - | - | 1.73 |
Chemicals | - | - | 0.16 |
Consumer Staples | - | - | 1.74 |
Financial | - | - | 17.96 |
Automobile | - | - | 2.14 |
Services | - | - | 0.56 |
Communication | - | - | 2.3 |
Consumer Discretionary | - | - | 0.29 |
Metals & Mining | - | - | 1.1 |
Energy | - | - | 3.23 |
Technology | - | - | 2.78 |
Capital Goods | - | - | 1.62 |
Sovereign | - | - | 14.87 |
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