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) | ₹990 Cr | ₹990 Cr | ₹5616 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 | 27 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 | 0.61 | 0.61 | 1.19 |
| Manager | Dwijendra Srivastava | Dwijendra Srivastava | Pradeep Kesavan |
| ISIN Code | INF173K01GZ9 | INF173K01GZ9 | INF200KA1DA4 |
| 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 | SBI Equity Savings Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 15 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 | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | -1% | -1% | -2.3% |
| 6 Month | 2.29% | 2.29% | 0.11% |
| 1 Year | 13.15% | 13.15% | 7.61% |
| 3 Year | 11.82% | 11.82% | 9.27% |
| 5 Year | 14.56% | 14.56% | 10.54% |
| 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 | 9.04% | 9.04% | 7.87% |
| 3 Year | 14.11% | 14.11% | 12.28% |
| 5 Year | 14.49% | 14.49% | 11.93% |
| 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 | 9.23% | 9.23% | 9.19% |
| 3 Year | 9.15% | 9.15% | 8.81% |
| 5 Year | 9.94% | 9.94% | 8.62% |
| 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% | 0.59% |
| Beta | 0.97% | 0.97% | 0.81% |
| Alpha | 3.27% | 3.27% | 1.92% |
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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 | 0.22 | 28.8 | -7.3 |
| Large Cap | 50.55 | 53.45 | 37.02 |
| Mid Cap | 8.69 | 10.77 | 13.35 |
| Small Cap | 9.22 | 6.25 | 20.78 |
| 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 | 0.22 | 28.8 | -7.3 |
| Petroleum Products | 6.47 | 8.78 | 2.35 |
| IT - Software | 6.97 | 6.11 | 1.83 |
| Cement & Cement Products | 2.07 | 1.24 | 0.91 |
| Construction | 1.83 | 2.4 | 1.81 |
| Ferrous Metals | 0.19 | 0.54 | 0.64 |
| Consumer Durables | 1.86 | 1.59 | 2.76 |
| Banks | 15.31 | 15.79 | 19.06 |
| Diversified FMCG | 1.74 | 1.51 | 0.04 |
| Non - Ferrous Metals | 0.96 | 0.86 | 2.78 |
| Pharmaceuticals & Biotechnology | 4.48 | 4.29 | 1.38 |
| Automobiles | 5.21 | 7.04 | 3.02 |
| Finance | 2.92 | 2.73 | 5.11 |
| Transport Services | 2.08 | 2.29 | 1.24 |
| Electrical Equipment | 3.09 | 2.41 | 0.45 |
| Realty | 0.29 | 0.28 | 1.94 |
| Industrial Products | 0.71 | - | 1.72 |
| Telecom - Services | 5.86 | 5.76 | 1.69 |
| Metals & Minerals Trading | 0.38 | 0.3 | 0.16 |
| Auto Components | 0.42 | 0.39 | 2.79 |
| Retailing | 1.36 | 1.91 | 0.99 |
| Beverages | 0.93 | 0.94 | 0.14 |
| Capital Markets | 2.07 | 1.8 | 0.98 |
| Power | 0.37 | 0.57 | 0.91 |
| Transport Infrastructure | 0.32 | 0.27 | 4.99 |
| Insurance | 0.57 | 0.67 | 0.1 |
| Industrial Manufacturing | - | - | 0.6 |
| Personal Products | - | - | 0.09 |
| Leisure Services | - | - | 1.81 |
| Aerospace & Defense | - | - | 0.65 |
| Fertilizers & Agrochemicals | - | - | 0.86 |
| Chemicals & Petrochemicals | - | - | 1.48 |
| Gas | - | - | 1 |
| Diversified Metals | - | - | 0.05 |
| Oil | - | - | 0.11 |
| Food Products | - | - | 0.09 |
| Household Products | - | - | 0.91 |
| Financial Technology (Fintech) | - | - | 0.61 |
| Healthcare Services | - | - | 0.97 |
| Consumable Fuels | - | - | 0.17 |
| Minerals & Mining | - | - | 0.13 |
| Textiles & Apparels | - | - | 1.83 |
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