SBI 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 NowSBI 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 | SBI 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 | SBI 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 | ₹4866 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 | 01 May 2015 |
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 | % | % | 39% |
Expense Ratio | 0.5 | 0.5 | 1.19 |
Manager | Dwijendra Srivastava | Dwijendra Srivastava | Pradeep Kesavan |
ISIN Code | INF173K01GZ9 | INF173K01GZ9 | INF200KA1DA4 |
Exits Load | Nil/365 | Nil/365 | Exit load of 0.10% if redeemed 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 | SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
1 Month | 1.5% | 1.5% | -0.34% |
6 Month | 10.59% | 10.59% | 6.74% |
1 Year | 20.88% | 20.88% | 16.28% |
3 Year | 13.39% | 13.39% | 10.27% |
5 Year | 13.19% | 13.19% | 11.33% |
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 | SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
6 Month | - | - | - |
1 Year | 9.13% | 9.13% | 7.52% |
3 Year | 24.19% | 24.19% | 20.51% |
5 Year | 45.97% | 45.97% | 35.97% |
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 | SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
1 Year | 9.23% | 9.23% | 9.1% |
3 Year | 9.15% | 9.15% | 8.78% |
5 Year | 9.91% | 9.91% | 8.61% |
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 | SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Standard Deviation | 5.34% | 5.34% | 4.73% |
Sharp | 1.16% | 1.16% | 0.72% |
Beta | 0.97% | 0.97% | 0.34% |
Alpha | 3.27% | 3.27% | 1.58% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
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 | SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Name | Dwijendra Srivastava | Dwijendra Srivastava | Pradeep Kesavan |
Total AUM | ₹14140 Cr | ₹14140 Cr | ₹434274 Cr |
Fund Manage | 14 | 14 | 43 |
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 | SBI 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 |
SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Others | 17.37 | - | 26.22 |
Large Cap | 59.98 | - | 35.85 |
Small Cap | 10.67 | - | 9.59 |
Mid Cap | 8.59 | - | 8.09 |
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 |
SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Others | 15.63 | - | 40.65 |
Automobiles | 9.32 | - | - |
Petroleum Products | 7.19 | - | - |
It - Software | 7.33 | - | - |
Construction | 1.73 | - | 2.55 |
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 | - | - |
Services | - | - | 1.62 |
Healthcare | - | - | 3.2959746043559E-17 |
Financial | - | - | 14.68 |
Consumer Staples | - | - | -6.9388939039072E-17 |
Materials | - | - | 2.35 |
Automobile | - | - | 0.74 |
Energy | - | - | 2.74 |
Technology | - | - | -9.7144514654701E-17 |
Consumer Discretionary | - | - | 2 |
Metals & Mining | - | - | 1.08 |
Communication | - | - | 2.95 |
Capital Goods | - | - | 0.71 |
Sovereign | - | - | 6.11 |
Textiles | - | - | 1.57 |
Top Comparisons
HDFC Hybrid Debt Fund - Growth Plan
3Y Returns11.09%
Axis Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns6.31%
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
3Y Returns11.58%
Invesco India Dynamic Equity Fund - Growth
3Y Returns12.27%
LIC MF Flexi Cap Fund-Growth
3Y Returns13.93%
LIC MF Flexi Cap Fund-Regular Plan-Growth
3Y Returns13.93%
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
3Y Returns27.02%
Sundaram Small Cap Fund Regular Plan - Growth
3Y Returns21.34%