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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
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
Mirae Asset 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 | 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 Risk | Moderate Risk | Moderately High Risk |
| Asset Size (Cr) | ₹1067 Cr | ₹1067 Cr | ₹1371 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 | 17 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 | 0.75 | 0.75 | 1.32 |
| Manager | Dwijendra Srivastava | Dwijendra Srivastava | Mahendra Kumar Jajoo |
| ISIN Code | INF173K01GZ9 | INF173K01GZ9 | INF769K01EI5 |
| 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 | Mirae Asset Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 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 | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|---|
| 1 Month | -0.3% | -0.3% | -1.06% |
| 6 Month | -0.09% | -0.09% | -1.8% |
| 1 Year | 10.09% | 10.09% | 6.78% |
| 3 Year | 11.84% | 11.84% | 9.03% |
| 5 Year | 14.08% | 14.08% | 10.82% |
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 | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 5.3% | 5.3% | 1.79% |
| 3 Year | 12.65% | 12.65% | 9.48% |
| 5 Year | 13.52% | 13.52% | 10.34% |
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 | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|---|
| 1 Year | 9.43% | 9.43% | 11.5% |
| 3 Year | 9.27% | 9.27% | 11.11% |
| 5 Year | 10.01% | 10.01% | 11.78% |
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 | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|---|
| Standard Deviation | 5.609% | 5.609% | 5.481% |
| Sharp | 0.932% | 0.932% | 0.525% |
| 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 | 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 |
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 |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|---|
| Others | 0.22 | 28.8 | 2.73 |
| Large Cap | 50.55 | 53.45 | 51.12 |
| Mid Cap | 8.69 | 10.77 | 8.85 |
| Small Cap | 9.22 | 6.25 | 6.29 |
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 |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|---|
| Others | 0.22 | 28.8 | 2.73 |
| Petroleum Products | 6.47 | 8.78 | 2.74 |
| IT - Software | 6.97 | 6.11 | 7.49 |
| Cement & Cement Products | 2.07 | 1.24 | 1.49 |
| Construction | 1.83 | 2.4 | 1.53 |
| Ferrous Metals | 0.19 | 0.54 | 2.04 |
| Consumer Durables | 1.86 | 1.59 | 2.75 |
| Banks | 15.31 | 15.79 | 12.09 |
| Diversified FMCG | 1.74 | 1.51 | 1.58 |
| Non - Ferrous Metals | 0.96 | 0.86 | 0.4 |
| Pharmaceuticals & Biotechnology | 4.48 | 4.29 | 4.42 |
| Automobiles | 5.21 | 7.04 | 4.9 |
| Finance | 2.92 | 2.73 | 3.22 |
| Transport Services | 2.08 | 2.29 | 0.62 |
| Electrical Equipment | 3.09 | 2.41 | 1.44 |
| Realty | 0.29 | 0.28 | 1.67 |
| Industrial Products | 0.71 | - | 0.45 |
| Telecom - Services | 5.86 | 5.76 | 2.23 |
| Metals & Minerals Trading | 0.38 | 0.3 | - |
| Auto Components | 0.42 | 0.39 | 0.41 |
| Retailing | 1.36 | 1.91 | 1 |
| Beverages | 0.93 | 0.94 | 0.17 |
| Capital Markets | 2.07 | 1.8 | 1.24 |
| Power | 0.37 | 0.57 | 2.53 |
| Transport Infrastructure | 0.32 | 0.27 | 0.63 |
| Insurance | 0.57 | 0.67 | 1.2 |
| Personal Products | - | - | 0.56 |
| Textiles & Apparels | - | - | 0.29 |
| Aerospace & Defense | - | - | 1.6 |
| Gas | - | - | 1.05 |
| Diversified Metals | - | - | 0.44 |
| Agricultural, Commercial & Construction Vehicles | - | - | 0.55 |
| Oil | - | - | 0.65 |
| Healthcare Services | - | - | 0.64 |
| Consumable Fuels | - | - | 1.52 |
| Fertilizers & Agrochemicals | - | - | 0.1 |
| Chemicals & Petrochemicals | - | - | 0.28 |
| Leisure Services | - | - | 0.16 |
| Financial Technology (Fintech) | - | - | 0.18 |
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