Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) vs HDFC 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 NowHDFC Equity Savings Fund - GROWTH PLAN
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 | 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) | ₹849 Cr | ₹849 Cr | ₹4611 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 | 05 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 | 0.5 | 0.5 | 1.92 |
Manager | Dwijendra Srivastava | Dwijendra Srivastava | Anil Bamboli |
ISIN Code | INF173K01GZ9 | INF173K01GZ9 | INF179K01AM7 |
Exits Load | Nil/365 | Nil/365 | Exit load For units in excess of 15% of the investment,1% will be charged for redemption within 1 month./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 | HDFC Equity Savings Fund - GROWTH PLAN |
---|---|---|---|
1 Month | -2.04% | -2.04% | -1.74% |
6 Month | 6.06% | 6.06% | 4.09% |
1 Year | 16.9% | 16.9% | 14.26% |
3 Year | 11.46% | 11.46% | 9.49% |
5 Year | 14.39% | 14.39% | 11.03% |
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 | 14.25% | 14.25% | 10.47% |
3 Year | 15.1% | 15.1% | 12.22% |
5 Year | 15.22% | 15.22% | 12.39% |
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% |
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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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 | 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 |
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 | 17.37 | - | 31.73 |
Large Cap | 59.98 | - | 56.66 |
Small Cap | 10.67 | - | 5.22 |
Mid Cap | 8.59 | - | 6.39 |
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 | 15.63 | - | 31.73 |
Automobiles | 9.32 | - | 5.46 |
Petroleum Products | 7.19 | - | 2.82 |
It - Software | 7.33 | - | - |
Construction | 1.73 | - | 1.79 |
Cement & Cement Products | 2.07 | - | 0.36 |
Ferrous Metals | 0.21 | - | 2.51 |
Consumer Durables | 2.12 | - | 3.57 |
Banks | 19.64 | - | 18.84 |
Diversified Fmcg | 2.09 | - | - |
Non - Ferrous Metals | 1.05 | - | 0.6 |
Pharmaceuticals & Biotechnology | 5.43 | - | 5.1 |
Electrical Equipment | 3.01 | - | - |
Finance | 4.45 | - | 1.58 |
It - Services | 0.26 | - | - |
Diversified Metals | 0.33 | - | - |
Chemicals & Petrochemicals | 0.37 | - | 0.19 |
Realty | 0.36 | - | 1.58 |
Industrial Products | 0.87 | - | - |
Household Products | 0.26 | - | - |
Telecom - Services | 5.47 | - | 1.57 |
Metals & Minerals Trading | 0.45 | - | - |
Auto Components | 0.59 | - | 0.83 |
Transport Services | 1.4 | - | - |
Retailing | 0.79 | - | - |
Beverages | 1.07 | - | 4.09 |
Capital Markets | 1.66 | - | - |
Power | 0.42 | - | 3.48 |
Transport Infrastructure | 0.41 | - | 2.77 |
Insurance | 0.63 | - | 1.32 |
IT - Software | - | - | 3.06 |
Diversified FMCG | - | - | 2.24 |
Aerospace & Defense | - | - | 0.42 |
Fertilizers & Agrochemicals | - | - | 0.51 |
Entertainment | - | - | 0.22 |
Agricultural Food & other Products | - | - | 0.02 |
Agricultural, Commercial & Construction Vehicles | - | - | 1.97 |
Oil | - | - | 0.36 |
Healthcare Services | - | - | 0.53 |
Consumable Fuels | - | - | 0.48 |
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