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

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

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

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tortoise-icon HDFC Equity Savings Fund - GROWTH PLAN

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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 HDFC Equity Savings Fund - GROWTH PLAN
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 HDFC Equity Savings Fund - GROWTH PLAN
Investment Plan Growth Growth Growth
Level of Risk Moderate Moderate Moderately High
Asset Size (Cr) ₹990 Cr ₹990 Cr ₹5463 Cr
Min Investment ₹100 ₹100 ₹100
Min SIP Invesment ₹200000 ₹200000 ₹300
Min Addl Investment ₹100 ₹100 ₹100
Launch Date 02 Jan 2013 02 Jan 2013 17 Sep 2004
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 % % 27.79%
Expense Ratio 0.61 0.61 1.89
Manager Dwijendra Srivastava Dwijendra Srivastava Anil Bamboli
ISIN Code INF173K01GZ9 INF173K01GZ9 INF179K01AM7
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 HDFC 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 HDFC Equity Savings Fund - GROWTH PLAN
1 Month 1.63% 1.63% 0.47%
6 Month 4.86% 4.86% 2.55%
1 Year 14.8% 14.8% 10.88%
3 Year 12.7% 12.7% 10.11%
5 Year 14.58% 14.58% 11.05%

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 HDFC Equity Savings Fund - GROWTH PLAN
6 Month - - -
1 Year 12.45% 12.45% 6.82%
3 Year 15% 15% 11.37%
5 Year 15.11% 15.11% 11.89%

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 HDFC Equity Savings Fund - GROWTH PLAN
1 Year 9.23% 9.23% 8.56%
3 Year 9.15% 9.15% 9.9%
5 Year 9.94% 9.94% 9.43%

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 HDFC Equity Savings Fund - GROWTH PLAN
Standard Deviation 5.34% 5.34% 4.68%
Sharp 1.16% 1.16% 0.9%
Beta 0.97% 0.97% 0.88%
Alpha 3.27% 3.27% 1.46%

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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 HDFC Equity Savings Fund - GROWTH PLAN
Name Dwijendra Srivastava Dwijendra Srivastava Anil Bamboli
Total AUM ₹14140 Cr ₹14140 Cr ₹135442 Cr
Fund Manage 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 HDFC Equity Savings Fund - GROWTH PLAN

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

HDFC Equity Savings Fund - GROWTH PLAN

Others 0.22 - 65.48
Large Cap 50.55 - 57.55
Mid Cap 8.69 - 5.1
Small Cap 9.22 - 5.25

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

HDFC Equity Savings Fund - GROWTH PLAN

Others 0.22 - 65.48
Petroleum Products 6.47 - 2.86
IT - Software 6.97 - 3.63
Cement & Cement Products 2.07 - 0.32
Construction 1.83 - 1.99
Ferrous Metals 0.19 - 2.22
Consumer Durables 1.86 - 3.02
Banks 15.31 - 19.19
Diversified FMCG 1.74 - 2.02
Non - Ferrous Metals 0.96 - 0.53
Pharmaceuticals & Biotechnology 4.48 - 4.99
Automobiles 5.21 - 7.11
Finance 2.92 - 1.26
Transport Services 2.08 - -
Electrical Equipment 3.09 - -
Realty 0.29 - 1.57
Industrial Products 0.71 - -
Telecom - Services 5.86 - 1.67
Metals & Minerals Trading 0.38 - -
Auto Components 0.42 - 0.74
Retailing 1.36 - -
Beverages 0.93 - 3.21
Capital Markets 2.07 - -
Power 0.37 - 3.39
Transport Infrastructure 0.32 - 2.52
Insurance 0.57 - 1.72
Aerospace & Defense - - 0.39
Fertilizers & Agrochemicals - - 0.57
Entertainment - - 0.2
Agricultural Food & other Products - - 0.02
Agricultural, Commercial & Construction Vehicles - - 1.08
Oil - - 0.32
Healthcare Services - - 0.52
Chemicals & Petrochemicals - - 0.18
Consumable Fuels - - 0.41
Paper, Forest & Jute Products - - 0.25

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