Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) vs Axis Equity Saver 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
Axis 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 | Axis 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 | Axis Equity Savings Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Moderate | Moderate | Moderately High |
Asset Size (Cr) | ₹1067 Cr | ₹1067 Cr | ₹968 Cr |
Min Investment | ₹100 | ₹100 | ₹500 |
Min SIP Invesment | ₹200000 | ₹200000 | ₹100 |
Min Addl Investment | ₹100 | ₹100 | ₹100 |
Launch Date | 02 Jan 2013 | 02 Jan 2013 | 14 Aug 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 | % | % | 34.8% |
Expense Ratio | 0.75 | 0.75 | 2.26 |
Manager | Dwijendra Srivastava | Dwijendra Srivastava | Hardik Shah |
ISIN Code | INF173K01GZ9 | INF173K01GZ9 | INF846K01VO3 |
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 | Axis Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 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 | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
1 Month | 2.69% | 2.69% | 2.94% |
6 Month | -1.1% | -1.1% | -2.73% |
1 Year | 10.52% | 10.52% | 6.74% |
3 Year | 12.16% | 12.16% | 8.89% |
5 Year | 16.9% | 16.9% | 12.09% |
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 | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
6 Month | 0.6% | 0.6% | -0.44% |
1 Year | 4.55% | 4.55% | 1.66% |
3 Year | 12.94% | 12.94% | 9.77% |
5 Year | 13.43% | 13.43% | 9.5% |
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 | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
1 Year | 9.43% | 9.43% | 8.85% |
3 Year | 9.27% | 9.27% | 8.69% |
5 Year | 10.01% | 10.01% | 8.9% |
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 | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Standard Deviation | 5.681% | 5.681% | 5.953% |
Sharp | 0.875% | 0.875% | 0.249% |
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 | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Name | Dwijendra Srivastava | Dwijendra Srivastava | Hardik Shah |
Total AUM | ₹14140 Cr | ₹14140 Cr | ₹0 Cr |
Funds Managed | 14 | 14 | 12 |
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 | Axis 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 |
Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Others | 27.55 | 27.55 | 31.59 |
Large Cap | 58.49 | 58.49 | 54.98 |
Mid Cap | 8.77 | 8.77 | 6.77 |
Small Cap | 5.19 | 5.19 | 6.67 |
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 |
Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Others | 27.69 | 27.69 | 30.3 |
Energy | 8.35 | 8.35 | 9.33 |
Technology | 8.85 | 8.85 | 6.7 |
Basic Materials | 2.65 | 2.65 | 6.07 |
Industrials | 6.64 | 6.64 | 6.57 |
Financial Services | 21.31 | 21.31 | 21.62 |
Consumer Defensive | 4.31 | 4.31 | 3.73 |
Healthcare | 3.57 | 3.57 | 5.21 |
Consumer Cyclical | 10.06 | 10.06 | 5.6 |
Communication Services | 5.78 | 5.78 | 2.59 |
Real Estate | 0.25 | 0.25 | 0.76 |
Utilities | 0.54 | 0.54 | 1.53 |
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