Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) vs Invesco India 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
Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
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 | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India 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 | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth | Growth |
| Level of Risk | Moderate | Moderate | Moderately High | Moderately High |
| Asset Size (Cr) | ₹849 Cr | ₹849 Cr | ₹207 Cr | ₹207 Cr |
| Min Investment | ₹100 | ₹100 | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹200000 | ₹200000 | ₹500 | ₹500 |
| Min Addl Investment | ₹100 | ₹100 | ₹1000 | ₹1000 |
| Launch Date | 02 Jan 2013 | 02 Jan 2013 | 15 Feb 2019 | 15 Feb 2019 |
| Category | Equity Savings | Equity Savings | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | % | % | 469% | 469% |
| Expense Ratio | 0.5 | 0.5 | 2.31 | 2.31 |
| Manager | Dwijendra Srivastava | Dwijendra Srivastava | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati |
| ISIN Code | INF173K01GZ9 | INF173K01GZ9 | INF205KA1023 | INF205KA1023 |
| Exits Load | Nil/365 | Nil/365 | Exit load of 0.25% if redeemed within 1 month./365 | Exit load of 0.25% if redeemed 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 | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|---|
| 1 Month | 1.5% | 1.5% | 1.88% | 1.88% |
| 6 Month | 10.59% | 10.59% | 12.21% | 12.21% |
| 1 Year | 20.88% | 20.88% | 22.01% | 22.01% |
| 3 Year | 13.39% | 13.39% | 10.24% | 10.24% |
| 5 Year | 13.19% | 13.19% | 10.22% | 10.22% |
| 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 | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|---|
| 6 Month | - | - | - | - |
| 1 Year | 9.13% | 9.13% | 9.7% | 9.7% |
| 3 Year | 24.19% | 24.19% | 20.48% | 20.48% |
| 5 Year | 45.97% | 45.97% | 30.39% | 30.39% |
| 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 | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|---|
| 1 Year | 9.23% | 9.23% | 8.67% | 8.67% |
| 3 Year | 9.15% | 9.15% | 7.72% | 7.72% |
| 5 Year | 9.91% | 9.91% | 9.42% | 9.42% |
| 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 | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|---|
| Standard Deviation | 5.34% | 5.34% | 5.03% | 5.03% |
| Sharp | 1.16% | 1.16% | 0.6% | 0.6% |
| Beta | 0.97% | 0.97% | 0.92% | 0.92% |
| Alpha | 3.27% | 3.27% | 0.21% | 0.21% |
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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 | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|---|
| Name | Dwijendra Srivastava | Dwijendra Srivastava | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati |
| Total AUM | ₹14140 Cr | ₹14140 Cr | ₹24743 Cr | ₹24743 Cr |
| Fund Manage | 14 | 14 | 19 | 19 |
| 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 | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India 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 |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|---|
| Others | 17.37 | - | 36.04 | 36.04 |
| Large Cap | 59.98 | - | 45.57 | 45.57 |
| Small Cap | 10.67 | - | 8.99 | 8.99 |
| Mid Cap | 8.59 | - | 9.4 | 9.4 |
| 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 |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|---|
| Others | 15.63 | - | 46.38 | 46.38 |
| Automobiles | 9.32 | - | - | - |
| Petroleum Products | 7.19 | - | - | - |
| It - Software | 7.33 | - | - | - |
| Construction | 1.73 | - | 0.88 | 0.88 |
| Cement & Cement Products | 2.07 | - | - | - |
| Ferrous Metals | 0.21 | - | - | - |
| Consumer Durables | 2.12 | - | - | - |
| Banks | 19.64 | - | - | - |
| Diversified Fmcg | 2.09 | - | - | - |
| Non - Ferrous Metals | 1.05 | - | - | - |
| Pharmaceuticals & Biotechnology | 5.43 | - | - | - |
| Electrical Equipment | 3.01 | - | - | - |
| Finance | 4.45 | - | - | - |
| It - Services | 0.26 | - | - | - |
| Diversified Metals | 0.33 | - | - | - |
| Chemicals & Petrochemicals | 0.37 | - | - | - |
| Realty | 0.36 | - | - | - |
| Industrial Products | 0.87 | - | - | - |
| Household Products | 0.26 | - | - | - |
| Telecom - Services | 5.47 | - | - | - |
| Metals & Minerals Trading | 0.45 | - | - | - |
| Auto Components | 0.59 | - | - | - |
| Transport Services | 1.4 | - | - | - |
| Retailing | 0.79 | - | - | - |
| Beverages | 1.07 | - | - | - |
| Capital Markets | 1.66 | - | - | - |
| Power | 0.42 | - | - | - |
| Transport Infrastructure | 0.41 | - | - | - |
| Insurance | 0.63 | - | 0.56 | 0.56 |
| Materials | - | - | 0.73 | 0.73 |
| Technology | - | - | 1.31 | 1.31 |
| Financial | - | - | 9.7 | 9.7 |
| Consumer Staples | - | - | 1.63 | 1.63 |
| Healthcare | - | - | 5.36 | 5.36 |
| Sovereign | - | - | 9.62 | 9.62 |
| Capital Goods | - | - | 4.87 | 4.87 |
| Chemicals | - | - | 0.59 | 0.59 |
| Services | - | - | 7.1 | 7.1 |
| Consumer Discretionary | - | - | 2.04 | 2.04 |
| Automobile | - | - | 1.37 | 1.37 |
| Metals & Mining | - | - | 0.24 | 0.24 |
| Energy | - | - | 0.6 | 0.6 |
| Textiles | - | - | 0.41 | 0.41 |
| Unclassified | - | - | 6.61 | 6.61 |
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