Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) vs Tata 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
Tata Equity Savings Fund -Regular Plan-Growth Option
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 | Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|---|
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 | Tata Equity Savings Fund -Regular Plan-Growth Option |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Moderate | Moderate | Low to Moderate |
Asset Size (Cr) | ₹1067 Cr | ₹1067 Cr | ₹250 Cr |
Min Investment | ₹100 | ₹100 | ₹5000 |
Min SIP Invesment | ₹200000 | ₹200000 | ₹100 |
Min Addl Investment | ₹100 | ₹100 | ₹1000 |
Launch Date | 02 Jan 2013 | 02 Jan 2013 | 18 Aug 2003 |
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 | % | % | 59.93% |
Expense Ratio | 0.75 | 0.75 | 1.13 |
Manager | Dwijendra Srivastava | Dwijendra Srivastava | Sailesh Jain |
ISIN Code | INF173K01GZ9 | INF173K01GZ9 | INF277K01907 |
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 | Tata Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 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 | Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|---|
1 Month | 2% | 2% | 1.52% |
6 Month | 1.43% | 1.43% | 2.61% |
1 Year | 11.7% | 11.7% | 9.77% |
3 Year | 12.51% | 12.51% | 9.27% |
5 Year | 16.85% | 16.85% | 11.49% |
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 | Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|---|
6 Month | 2.07% | 2.07% | 1.94% |
1 Year | 6.5% | 6.5% | 6.28% |
3 Year | 13.38% | 13.38% | 10.49% |
5 Year | 13.57% | 13.57% | 9.75% |
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 | Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|---|
1 Year | 9.43% | 9.43% | 7.05% |
3 Year | 9.27% | 9.27% | 7.05% |
5 Year | 10.01% | 10.01% | 6.89% |
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 | Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|---|
Standard Deviation | 5.681% | 5.681% | 4.048% |
Sharp | 0.875% | 0.875% | 0.516% |
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 | Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|---|
Name | Dwijendra Srivastava | Dwijendra Srivastava | Sailesh Jain |
Total AUM | ₹14140 Cr | ₹14140 Cr | ₹17041 Cr |
Funds Managed | 14 | 14 | 7 |
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 | Tata Equity Savings Fund -Regular Plan-Growth Option |
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 |
Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|---|
Others | 27.55 | 27.55 | 34.75 |
Large Cap | 58.49 | 58.49 | 55.69 |
Mid Cap | 8.77 | 8.77 | 8.02 |
Small Cap | 5.19 | 5.19 | 1.55 |
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 |
Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|---|
Others | 27.69 | 27.69 | 34.29 |
Energy | 8.35 | 8.35 | 6.21 |
Technology | 8.85 | 8.85 | 3.32 |
Basic Materials | 2.65 | 2.65 | 5.5 |
Industrials | 6.64 | 6.64 | 12.58 |
Financial Services | 21.31 | 21.31 | 19.96 |
Consumer Defensive | 4.31 | 4.31 | 2.97 |
Healthcare | 3.57 | 3.57 | 4.33 |
Consumer Cyclical | 10.06 | 10.06 | 0.83 |
Communication Services | 5.78 | 5.78 | 5.41 |
Real Estate | 0.25 | 0.25 | - |
Utilities | 0.54 | 0.54 | 4.59 |
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