Sundaram Equity Savings Fund (G) vs Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) compare
Sundaram Equity Savings Fund (G)
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
Chart Comparison
| Scheme Name | Sundaram Equity Savings Fund (G) | 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 |
|---|---|---|---|
| Fund | Sundaram Equity Savings Fund (G) | 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 |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderate | Moderate | Moderate |
| Asset Size (Cr) | ₹849 Cr | ₹849 Cr | ₹849 Cr |
| Min Investment | ₹100 | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹250 | ₹250 |
| Min Addl Investment | ₹100 | ₹100 | ₹100 |
| Launch Date | 05 Jan 2013 | 02 Jan 2013 | 02 Jan 2013 |
| 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 | % | % | % |
| Expense Ratio | 2.16 | 0.5 | 0.5 |
| Manager | Dwijendra Srivastava | Dwijendra Srivastava | Dwijendra Srivastava |
| ISIN Code | INF173K01213 | INF173K01GZ9 | INF173K01GZ9 |
| Exits Load | Nil/365 | Nil/365 | Nil/365 |
| Scheme Name | Sundaram Equity Savings Fund (G) | 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 |
|---|---|---|---|
| 1 Month | 1.35% | 1.5% | 1.5% |
| 6 Month | 9.72% | 10.59% | 10.59% |
| 1 Year | 18.88% | 20.88% | 20.88% |
| 3 Year | 11.49% | 13.39% | 13.39% |
| 5 Year | 11.34% | 13.19% | 13.19% |
| Scheme Name | Sundaram Equity Savings Fund (G) | 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 |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 8.29% | 9.13% | 9.13% |
| 3 Year | 21.01% | 24.19% | 24.19% |
| 5 Year | 39.7% | 45.97% | 45.97% |
| Scheme Name | Sundaram Equity Savings Fund (G) | 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 |
|---|---|---|---|
| 1 Year | 13.04% | 14.62% | 14.62% |
| 3 Year | 31.33% | 36.06% | 36.06% |
| 5 Year | 41.71% | 48.18% | 48.18% |
| Scheme Name | Sundaram Equity Savings Fund (G) | 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 |
|---|---|---|---|
| Standard Deviation | 5.34% | 5.34% | 5.34% |
| Sharp | 0.85% | 1.16% | 1.16% |
| Beta | 0.97% | 0.97% | 0.97% |
| Alpha | 1.54% | 3.27% | 3.27% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| Scheme Name | Sundaram Equity Savings Fund (G) | 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 |
|---|---|---|---|
| Name | Dwijendra Srivastava | Dwijendra Srivastava | Dwijendra Srivastava |
| Total AUM | ₹14140 Cr | ₹14140 Cr | ₹14140 Cr |
| Fund Manage | 14 | 14 | 14 |
| Sundaram Equity Savings Fund (G) | 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 |
| Scheme Name |
Sundaram Equity Savings Fund (G) |
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 |
|---|---|---|---|
| Large Cap | 59.98 | 59.98 | - |
| Others | 17.37 | 17.37 | - |
| Small Cap | 10.67 | 10.67 | - |
| Mid Cap | 8.59 | 8.59 | - |
| Scheme Name |
Sundaram Equity Savings Fund (G) |
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 |
|---|---|---|---|
| Banks | 19.64 | 19.64 | - |
| Petroleum Products | 7.19 | 7.19 | - |
| It - Software | 7.33 | 7.33 | - |
| Telecom - Services | 5.47 | 5.47 | - |
| Others | 15.63 | 15.63 | - |
| Automobiles | 9.32 | 9.32 | - |
| Finance | 4.45 | 4.45 | - |
| Diversified Fmcg | 2.09 | 2.09 | - |
| Electrical Equipment | 3.01 | 3.01 | - |
| Consumer Durables | 2.12 | 2.12 | - |
| Pharmaceuticals & Biotechnology | 5.43 | 5.43 | - |
| Transport Services | 1.4 | 1.4 | - |
| Construction | 1.73 | 1.73 | - |
| Non - Ferrous Metals | 1.05 | 1.05 | - |
| Industrial Products | 0.87 | 0.87 | - |
| Capital Markets | 1.66 | 1.66 | - |
| Beverages | 1.07 | 1.07 | - |
| Cement & Cement Products | 2.07 | 2.07 | - |
| Retailing | 0.79 | 0.79 | - |
| Insurance | 0.63 | 0.63 | - |
| Auto Components | 0.59 | 0.59 | - |
| Metals & Minerals Trading | 0.45 | 0.45 | - |
| Power | 0.42 | 0.42 | - |
| Transport Infrastructure | 0.41 | 0.41 | - |
| Chemicals & Petrochemicals | 0.37 | 0.37 | - |
| Realty | 0.36 | 0.36 | - |
| Diversified Metals | 0.33 | 0.33 | - |
| Household Products | 0.26 | 0.26 | - |
| It - Services | 0.26 | 0.26 | - |
| Ferrous Metals | 0.21 | 0.21 | - |
Top Comparisons
Franklin India Focused Equity Fund - Growth Plan
3Y Returns19.48%
INVESCO INDIA FOCUSED FUND - Growth
3Y Returns24.14%
ITI Dynamic Bond Fund Regular - Growth
3Y Returns5.54%
Nippon India Dynamic Bond Fund-Growth Plan-Growth Option
3Y Returns5.76%
Nippon India Multi Cap Fund-Growth Plan-Bonus Option
3Y Returns28.48%
LIC MF Multi Cap Fund Regular - Growth
3Y Returns0%
ICICI Prudential Large & Mid Cap Fund - Growth
3Y Returns27.46%
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
3Y Returns22.95%