Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) vs SBI 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
SBI 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 | SBI 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 | SBI Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderate | Moderate | Moderately High |
| Asset Size (Cr) | ₹849 Cr | ₹849 Cr | ₹4866 Cr |
| Min Investment | ₹100 | ₹100 | ₹1000 |
| Min SIP Invesment | ₹250 | ₹250 | ₹500 |
| Min Addl Investment | ₹100 | ₹100 | ₹1000 |
| Launch Date | 02 Jan 2013 | 02 Jan 2013 | 01 May 2015 |
| 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 | % | % | 39% |
| Expense Ratio | 0.5 | 0.5 | 1.19 |
| Manager | Dwijendra Srivastava | Dwijendra Srivastava | Pradeep Kesavan |
| ISIN Code | INF173K01GZ9 | INF173K01GZ9 | INF200KA1DA4 |
| Exits Load | Nil/365 | Nil/365 | Exit load of 0.10% if redeemed within 15 days./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 | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | 1.5% | 1.5% | 1.83% |
| 6 Month | 10.59% | 10.59% | 10.16% |
| 1 Year | 20.88% | 20.88% | 15.48% |
| 3 Year | 13.39% | 13.39% | 10.39% |
| 5 Year | 13.19% | 13.19% | 12.28% |
| 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 | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 9.13% | 9.13% | 7.52% |
| 3 Year | 24.19% | 24.19% | 20.51% |
| 5 Year | 45.97% | 45.97% | 35.97% |
| 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 | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 14.62% | 14.62% | 11.78% |
| 3 Year | 36.06% | 36.06% | 28.27% |
| 5 Year | 48.18% | 48.18% | 38.1% |
| 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 | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 5.34% | 5.34% | 4.73% |
| Sharp | 1.16% | 1.16% | 0.69% |
| Beta | 0.97% | 0.97% | 0.83% |
| Alpha | 3.27% | 3.27% | 1.59% |
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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 | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Name | Dwijendra Srivastava | Dwijendra Srivastava | Pradeep Kesavan |
| Total AUM | ₹14140 Cr | ₹14140 Cr | ₹434274 Cr |
| Fund Manage | 14 | 14 | 43 |
| 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 | SBI 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 |
SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 17.37 | - | 26.22 |
| Large Cap | 59.98 | - | 35.85 |
| Small Cap | 10.67 | - | 9.59 |
| Mid Cap | 8.59 | - | 8.09 |
| 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 |
SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 15.63 | - | 40.65 |
| Automobiles | 9.32 | - | - |
| Petroleum Products | 7.19 | - | - |
| It - Software | 7.33 | - | - |
| Construction | 1.73 | - | 2.55 |
| 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 | - | - |
| Services | - | - | 1.62 |
| Healthcare | - | - | 3.2959746043559E-17 |
| Financial | - | - | 14.68 |
| Consumer Staples | - | - | -6.9388939039072E-17 |
| Materials | - | - | 2.35 |
| Automobile | - | - | 0.74 |
| Energy | - | - | 2.74 |
| Technology | - | - | -9.7144514654701E-17 |
| Consumer Discretionary | - | - | 2 |
| Metals & Mining | - | - | 1.08 |
| Communication | - | - | 2.95 |
| Capital Goods | - | - | 0.71 |
| Sovereign | - | - | 6.11 |
| Textiles | - | - | 1.57 |
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