Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) vs DSP 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 NowDSP 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 | DSP 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 | DSP Equity Savings Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Moderate | Moderate | Moderate |
Asset Size (Cr) | ₹990 Cr | ₹990 Cr | ₹2162 Cr |
Min Investment | ₹100 | ₹100 | ₹100 |
Min SIP Invesment | ₹200000 | ₹200000 | ₹100 |
Min Addl Investment | ₹100 | ₹100 | ₹100 |
Launch Date | 02 Jan 2013 | 02 Jan 2013 | 28 Mar 2016 |
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 | % | % | 444% |
Expense Ratio | 0.61 | 0.61 | 1.33 |
Manager | Dwijendra Srivastava | Dwijendra Srivastava | Kedar Karnik |
ISIN Code | INF173K01GZ9 | INF173K01GZ9 | INF740KA1439 |
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 |
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 | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
1 Month | -1.15% | -1.15% | -0.25% |
6 Month | 2.49% | 2.49% | 2.74% |
1 Year | 12.88% | 12.88% | 11.34% |
3 Year | 11.55% | 11.55% | 9.11% |
5 Year | 14.26% | 14.26% | 9.54% |
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 | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
6 Month | - | - | - |
1 Year | 8.64% | 8.64% | 8.68% |
3 Year | 13.77% | 13.77% | 10.96% |
5 Year | 14.3% | 14.3% | 10.73% |
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 | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
1 Year | 9.23% | 9.23% | 8.29% |
3 Year | 9.15% | 9.15% | 8.3% |
5 Year | 9.94% | 9.94% | 7.87% |
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 | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Standard Deviation | 5.34% | 5.34% | 4.23% |
Sharp | 1.16% | 1.16% | 0.58% |
Beta | 0.97% | 0.97% | 0.81% |
Alpha | 3.27% | 3.27% | -0.03% |
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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 | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Name | Dwijendra Srivastava | Dwijendra Srivastava | Kedar Karnik |
Total AUM | ₹14140 Cr | ₹14140 Cr | ₹32997 Cr |
Fund Manage | 14 | 14 | 11 |
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 | DSP 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 |
DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Others | 0.22 | - | -6.43 |
Large Cap | 50.55 | - | 50.67 |
Mid Cap | 8.69 | - | 9.65 |
Small Cap | 9.22 | - | 8.11 |
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 |
DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Others | 0.22 | - | -6.43 |
Petroleum Products | 6.47 | - | 3.22 |
IT - Software | 6.97 | - | 2.39 |
Cement & Cement Products | 2.07 | - | 0.66 |
Construction | 1.83 | - | 2.44 |
Ferrous Metals | 0.19 | - | 0.84 |
Consumer Durables | 1.86 | - | 1.66 |
Banks | 15.31 | - | 18.24 |
Diversified FMCG | 1.74 | - | 1.92 |
Non - Ferrous Metals | 0.96 | - | 0.63 |
Pharmaceuticals & Biotechnology | 4.48 | - | 2.97 |
Automobiles | 5.21 | - | 5.28 |
Finance | 2.92 | - | 3.8 |
Transport Services | 2.08 | - | - |
Electrical Equipment | 3.09 | - | 0.23 |
Realty | 0.29 | - | 2.01 |
Industrial Products | 0.71 | - | 0.08 |
Telecom - Services | 5.86 | - | 4.24 |
Metals & Minerals Trading | 0.38 | - | 4.56 |
Auto Components | 0.42 | - | 1.1 |
Retailing | 1.36 | - | 0.21 |
Beverages | 0.93 | - | 0.21 |
Capital Markets | 2.07 | - | 0.25 |
Power | 0.37 | - | 1.94 |
Transport Infrastructure | 0.32 | - | 0.31 |
Insurance | 0.57 | - | 2.13 |
Personal Products | - | - | 0.01 |
Agricultural, Commercial & Construction Vehicles | - | - | 0.07 |
Leisure Services | - | - | 0.46 |
Aerospace & Defense | - | - | 1.15 |
Chemicals & Petrochemicals | - | - | 0.87 |
Diversified Metals | - | - | 1.64 |
Oil | - | - | 0.45 |
Food Products | - | - | 0.06 |
Fertilizers & Agrochemicals | - | - | 0.66 |
Diversified | - | - | 0.45 |
Gas | - | - | 0.08 |
Healthcare Services | - | - | 0.3 |
Minerals & Mining | - | - | 0.37 |
Commercial Services & Supplies | - | - | 0.54 |
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