Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) vs Mahindra Manulife 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
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
Chart Comparison
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 | Mahindra Manulife 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 | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Moderate | Moderate | Moderate |
Asset Size (Cr) | ₹1067 Cr | ₹1067 Cr | ₹564 Cr |
Min Investment | ₹100 | ₹100 | ₹1000 |
Min SIP Invesment | ₹200000 | ₹200000 | ₹500 |
Min Addl Investment | ₹100 | ₹100 | ₹1000 |
Launch Date | 02 Jan 2013 | 02 Jan 2013 | 01 Feb 2017 |
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 | % | % | 353% |
Expense Ratio | 0.75 | 0.75 | 2.37 |
Manager | Dwijendra Srivastava | Dwijendra Srivastava | Kush Sonigara |
ISIN Code | INF173K01GZ9 | INF173K01GZ9 | INF174V01150 |
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 | Mahindra Manulife Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./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 | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
1 Month | 2.69% | 2.69% | 2.66% |
6 Month | -1.1% | -1.1% | -2.5% |
1 Year | 10.52% | 10.52% | 5.4% |
3 Year | 12.16% | 12.16% | 8.2% |
5 Year | 16.9% | 16.9% | 14.07% |
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 | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
6 Month | 0.6% | 0.6% | -0.37% |
1 Year | 4.55% | 4.55% | 0.28% |
3 Year | 12.94% | 12.94% | 8.75% |
5 Year | 13.43% | 13.43% | 9.54% |
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 | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
1 Year | 9.43% | 9.43% | 8.08% |
3 Year | 9.27% | 9.27% | 10.34% |
5 Year | 10.01% | 10.01% | 9.22% |
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 | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Standard Deviation | 5.681% | 5.681% | 5.693% |
Sharp | 0.875% | 0.875% | 0.259% |
Beta | - | - | - |
Alpha | - | - | - |
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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 | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Name | Dwijendra Srivastava | Dwijendra Srivastava | Kush Sonigara |
Total AUM | ₹14140 Cr | ₹14140 Cr | ₹889 Cr |
Funds Managed | 14 | 14 | 3 |
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 | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
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 |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Others | 27.55 | 27.55 | 33.12 |
Large Cap | 58.49 | 58.49 | 50.52 |
Mid Cap | 8.77 | 8.77 | 8.35 |
Small Cap | 5.19 | 5.19 | 8.01 |
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 |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Others | 27.69 | 27.69 | 33.02 |
Energy | 8.35 | 8.35 | 5.14 |
Technology | 8.85 | 8.85 | 6.33 |
Basic Materials | 2.65 | 2.65 | 10.94 |
Industrials | 6.64 | 6.64 | 6.44 |
Financial Services | 21.31 | 21.31 | 18.32 |
Consumer Defensive | 4.31 | 4.31 | 6.14 |
Healthcare | 3.57 | 3.57 | 3.85 |
Consumer Cyclical | 10.06 | 10.06 | 6.87 |
Communication Services | 5.78 | 5.78 | 0.35 |
Real Estate | 0.25 | 0.25 | - |
Utilities | 0.54 | 0.54 | 2.61 |
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