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
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
HDFC Equity Savings Fund - GROWTH PLAN
Chart 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) | ₹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 |
| 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 | -1.15% | -1.15% | -0.82% |
| 6 Month | 2.49% | 2.49% | 0.13% |
| 1 Year | 12.88% | 12.88% | 8.19% |
| 3 Year | 11.55% | 11.55% | 9.12% |
| 5 Year | 14.26% | 14.26% | 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 | HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 8.64% | 8.64% | 3.87% |
| 3 Year | 13.77% | 13.77% | 10.37% |
| 5 Year | 14.3% | 14.3% | 11.25% |
| 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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| 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 |
| 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 |
| 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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