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

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

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

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DSP Equity Savings Fund - Regular Plan - Growth

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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	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)	₹1067 Cr	₹1067 Cr	₹2417 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	0.75	0.75	1.32
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	2.16%	2.16%	1.82%
6 Month	-1.65%	-1.65%	0.08%
1 Year	9.25%	9.25%	10.25%
3 Year	11.74%	11.74%	9.44%
5 Year	17.06%	17.06%	13.89%

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	0.6%	0.6%	1.18%
1 Year	4.55%	4.55%	6.44%
3 Year	12.94%	12.94%	10.92%
5 Year	13.43%	13.43%	10.49%

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	9.43%	9.43%	8.52%
3 Year	9.27%	9.27%	8.4%
5 Year	10.01%	10.01%	7.94%

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	5.681%	5.681%	4.11%
Sharp	0.875%	0.875%	0.656%
Beta	-	-	-
Alpha	-	-	-

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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
Name	Dwijendra Srivastava	Dwijendra Srivastava	Kedar Karnik
Total AUM	₹14140 Cr	₹14140 Cr	₹32997 Cr
Funds Managed	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	27.55	27.55	29.62
Large Cap	58.49	58.49	57.12
Mid Cap	8.77	8.77	8.16
Small Cap	5.19	5.19	5.11

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	27.69	27.69	27.99
Energy	8.35	8.35	8.65
Technology	8.85	8.85	2.74
Basic Materials	2.65	2.65	4.98
Industrials	6.64	6.64	4.1
Financial Services	21.31	21.31	27.81
Consumer Defensive	4.31	4.31	2.23
Healthcare	3.57	3.57	3.9
Consumer Cyclical	10.06	10.06	8.74
Communication Services	5.78	5.78	5.01
Real Estate	0.25	0.25	0.2
Utilities	0.54	0.54	3.65