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) | ₹990 Cr | ₹990 Cr | ₹340 Cr | ₹340 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 | 06 Mar 2019 | 06 Mar 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 | 0.61 | 0.61 | 2.31 | 2.31 |
| Manager | Dwijendra Srivastava | Dwijendra Srivastava | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati |
| ISIN Code | INF173K01GZ9 | INF173K01GZ9 | INF205KA1023 | INF205KA1023 |
| 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 | Invesco India Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Invesco India Equity Savings Fund - Regular Plan - Growth charges 0.25% 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 | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|---|
| 1 Month | 1.22% | 1.22% | 1.59% | 1.59% |
| 6 Month | 4.93% | 4.93% | 4.9% | 4.9% |
| 1 Year | 15.38% | 15.38% | 16.84% | 16.84% |
| 3 Year | 12.85% | 12.85% | 10% | 10% |
| 5 Year | 14.6% | 14.6% | 9.53% | 9.53% |
| 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 | 12.45% | 12.45% | 14.49% | 14.49% |
| 3 Year | 15% | 15% | 14.46% | 14.46% |
| 5 Year | 15.11% | 15.11% | 11.67% | 11.67% |
| 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% | 8.71% | 8.71% |
| 3 Year | 9.15% | 9.15% | 7.72% | 7.72% |
| 5 Year | 9.94% | 9.94% | 9.43% | 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 | 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 | 0.22 | - | 36.04 | 36.04 |
| Large Cap | 50.55 | - | 45.57 | 45.57 |
| Mid Cap | 8.69 | - | 9.4 | 9.4 |
| Small Cap | 9.22 | - | 8.99 | 8.99 |
| 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 | 0.22 | - | 46.38 | 46.38 |
| Petroleum Products | 6.47 | - | - | - |
| IT - Software | 6.97 | - | - | - |
| Cement & Cement Products | 2.07 | - | - | - |
| Construction | 1.83 | - | 0.88 | 0.88 |
| Ferrous Metals | 0.19 | - | - | - |
| Consumer Durables | 1.86 | - | - | - |
| Banks | 15.31 | - | - | - |
| Diversified FMCG | 1.74 | - | - | - |
| Non - Ferrous Metals | 0.96 | - | - | - |
| Pharmaceuticals & Biotechnology | 4.48 | - | - | - |
| Automobiles | 5.21 | - | - | - |
| Finance | 2.92 | - | - | - |
| Transport Services | 2.08 | - | - | - |
| Electrical Equipment | 3.09 | - | - | - |
| Realty | 0.29 | - | - | - |
| Industrial Products | 0.71 | - | - | - |
| Telecom - Services | 5.86 | - | - | - |
| Metals & Minerals Trading | 0.38 | - | - | - |
| Auto Components | 0.42 | - | - | - |
| Retailing | 1.36 | - | - | - |
| Beverages | 0.93 | - | - | - |
| Capital Markets | 2.07 | - | - | - |
| Power | 0.37 | - | - | - |
| Transport Infrastructure | 0.32 | - | - | - |
| Insurance | 0.57 | - | 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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