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PGIM 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
PGIM India Equity Savings Fund - Growth Option
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 | 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) | ₹1067 Cr | ₹1067 Cr | ₹90 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 | 14 Feb 2025 |
| 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 | 0.75 | 0.75 | 1.32 |
| Manager | Dwijendra Srivastava | Dwijendra Srivastava | Puneet Pal |
| ISIN Code | INF173K01GZ9 | INF173K01GZ9 | INF223J01FB7 |
| 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 | Data not available./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 | -1.49% | -1.49% | -0.7% |
| 6 Month | -1.16% | -1.16% | 0.6% |
| 1 Year | 8.5% | 8.5% | 5.57% |
| 3 Year | 13.05% | 13.05% | 6.61% |
| 5 Year | 14.66% | 14.66% | 7.85% |
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 | -1.74% | -1.74% | -0.21% |
| 1 Year | 1.99% | 1.99% | 2.78% |
| 3 Year | 11.9% | 11.9% | 6.34% |
| 5 Year | 12.91% | 12.91% | 7.05% |
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 | 9.43% | 9.43% | 7.48% |
| 3 Year | 9.27% | 9.27% | 7.33% |
| 5 Year | 10.01% | 10.01% | 7.5% |
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 | 5.609% | 5.609% | 2.165% |
| Sharp | 0.932% | 0.932% | -0.085% |
| 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 | 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 | 27.55096 | 27.55096 | 31.03452 |
| Large Cap | 58.49346 | 58.49346 | 62.75257 |
| Mid Cap | 8.76625 | 8.76625 | 5.74891 |
| Small Cap | 5.18937 | 5.18937 | 0.46396 |
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 | 27.69101 | 27.69101 | 30.87215 |
| Energy | 8.35075 | 8.35075 | 9.36542 |
| Technology | 8.85089 | 8.85089 | 2.57779 |
| Basic Materials | 2.65143 | 2.65143 | 16.21378 |
| Industrials | 6.64258 | 6.64258 | 7.21155 |
| Financial Services | 21.30676 | 21.30676 | 23.39833 |
| Consumer Defensive | 4.3141 | 4.3141 | 1.15247 |
| Healthcare | 3.56663 | 3.56663 | 1.31527 |
| Consumer Cyclical | 10.0566 | 10.0566 | 6.07838 |
| Communication Services | 5.77953 | 5.77953 | 1.81482 |
| Real Estate | 0.24772 | 0.24772 | - |
| Utilities | 0.54204 | 0.54204 | - |
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