PGIM India Equity Savings Fund vs Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) compare

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tortoise-icon Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

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tortoise-icon Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

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tortoise-icon PGIM India Equity Savings Fund - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 PGIM India Equity Savings Fund - Growth Option
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 PGIM India Equity Savings Fund - Growth Option
Investment Plan Growth Growth Growth
Level of Risk Moderate Moderate Low to Moderate
Asset Size (Cr) ₹849 Cr ₹849 Cr ₹93 Cr
Min Investment ₹100 ₹100 ₹5000
Min SIP Invesment ₹200000 ₹200000 ₹1000
Min Addl Investment ₹100 ₹100 ₹1000
Launch Date 02 Jan 2013 02 Jan 2013 29 Jan 2004
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 % % 69%
Expense Ratio 0.5 0.5 1.31
Manager Dwijendra Srivastava Dwijendra Srivastava Puneet Pal
ISIN Code INF173K01GZ9 INF173K01GZ9 INF223J01FB7
Exits Load Nil/365 Nil/365 Nil/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 PGIM India Equity Savings Fund - Growth Option
1 Month 1.5% 1.5% 0.69%
6 Month 10.59% 10.59% 5.07%
1 Year 20.88% 20.88% 9.93%
3 Year 13.39% 13.39% 6.75%
5 Year 13.19% 13.19% 8.04%

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 PGIM India Equity Savings Fund - Growth Option
6 Month - - -
1 Year 9.13% 9.13% 4.33%
3 Year 24.19% 24.19% 11.13%
5 Year 45.97% 45.97% 21.77%

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 PGIM India Equity Savings Fund - Growth Option
1 Year 9.23% 9.23% 7.44%
3 Year 9.15% 9.15% 7.37%
5 Year 9.91% 9.91% 7.55%

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 PGIM India Equity Savings Fund - Growth Option
Standard Deviation 5.34% 5.34% 2.06%
Sharp 1.16% 1.16% -0.01%
Beta 0.97% 0.97% 0.39%
Alpha 3.27% 3.27% -1.3%

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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 PGIM India Equity Savings Fund - Growth Option
Name Dwijendra Srivastava Dwijendra Srivastava Puneet Pal
Total AUM ₹14140 Cr ₹14140 Cr ₹20950 Cr
Fund Manage 14 14 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 PGIM India Equity Savings Fund - Growth Option

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

PGIM India Equity Savings Fund - Growth Option

Others 17.37 - 28.7
Large Cap 59.98 - 63.87
Small Cap 10.67 - 0.43
Mid Cap 8.59 - 7

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

PGIM India Equity Savings Fund - Growth Option

Others 15.63 - 63.25
Automobiles 9.32 - -
Petroleum Products 7.19 - -
It - Software 7.33 - -
Construction 1.73 - 0.57
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 - 0.52
Healthcare - - 1.2
Materials - - 0.72
Financial - - 9.83
Capital Goods - - 0.81
Consumer Staples - - 0.79
Communication - - 0.86
Services - - 1.05
Metals & Mining - - -0.089999999999999
Technology - - 1.54
Sovereign - - 15.5
Energy - - 1.46
Automobile - - 1.42
Consumer Discretionary - - 0.31
Diversified - - 0.26

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