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) ₹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

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 -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%

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 14.25% 14.25% 10.47%
3 Year 15.1% 15.1% 12.22%
5 Year 15.22% 15.22% 12.39%

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 17.37 - 31.73
Large Cap 59.98 - 56.66
Small Cap 10.67 - 5.22
Mid Cap 8.59 - 6.39

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 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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