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
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 | Moderate |
Asset Size (Cr) | ₹849 Cr | ₹849 Cr | ₹156 Cr |
Min Investment | ₹100 | ₹100 | ₹5000 |
Min SIP Invesment | ₹250 | ₹250 | ₹100 |
Min Addl Investment | ₹100 | ₹100 | ₹1000 |
Launch Date | 02 Jan 2013 | 02 Jan 2013 | 26 Apr 1997 |
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 | 0.5 | 0.5 | 1.11 |
Manager | Dwijendra Srivastava | Dwijendra Srivastava | Sailesh Jain |
ISIN Code | INF173K01GZ9 | INF173K01GZ9 | INF277K01907 |
Exits Load | Nil/365 | Nil/365 | For units more than 12% of the investments, an exit load of 0.25% if redeemed within 90 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 | Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|---|
1 Month | 1.5% | 1.5% | 0.62% |
6 Month | 10.59% | 10.59% | 7.13% |
1 Year | 20.88% | 20.88% | 16.57% |
3 Year | 13.39% | 13.39% | 9.24% |
5 Year | 13.19% | 13.19% | 9.71% |
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 | - | - | - |
1 Year | 9.13% | 9.13% | 7.44% |
3 Year | 24.19% | 24.19% | 17.25% |
5 Year | 45.97% | 45.97% | 29% |
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 | 14.62% | 14.62% | 9.56% |
3 Year | 36.06% | 36.06% | 23.27% |
5 Year | 48.18% | 48.18% | 31.36% |
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 | 5.34% | 5.34% | 3.99% |
Sharp | 1.16% | 1.16% | 0.72% |
Beta | 0.97% | 0.97% | 0.82% |
Alpha | 3.27% | 3.27% | 0.33% |
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Get Free Experts GuidanceScheme 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 |
Fund Manage | 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 |
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 |
---|---|---|---|
Large Cap | 59.98 | - | 54.06 |
Others | 17.37 | - | 31.53 |
Small Cap | 10.67 | - | 2.49 |
Mid Cap | 8.59 | - | 11.87 |
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 |
---|---|---|---|
Banks | 19.64 | - | - |
Petroleum Products | 7.19 | - | - |
It - Software | 7.33 | - | - |
Telecom - Services | 5.47 | - | - |
Others | 15.63 | - | 47.79 |
Automobiles | 9.32 | - | - |
Finance | 4.45 | - | - |
Diversified Fmcg | 2.09 | - | - |
Electrical Equipment | 3.01 | - | - |
Consumer Durables | 2.12 | - | - |
Pharmaceuticals & Biotechnology | 5.43 | - | - |
Transport Services | 1.4 | - | - |
Construction | 1.73 | - | 2.01 |
Non - Ferrous Metals | 1.05 | - | - |
Industrial Products | 0.87 | - | - |
Capital Markets | 1.66 | - | - |
Beverages | 1.07 | - | - |
Cement & Cement Products | 2.07 | - | - |
Retailing | 0.79 | - | - |
Insurance | 0.63 | - | 1.17 |
Auto Components | 0.59 | - | - |
Metals & Minerals Trading | 0.45 | - | - |
Power | 0.42 | - | - |
Transport Infrastructure | 0.41 | - | - |
Chemicals & Petrochemicals | 0.37 | - | - |
Realty | 0.36 | - | - |
Diversified Metals | 0.33 | - | - |
Household Products | 0.26 | - | - |
It - Services | 0.26 | - | - |
Ferrous Metals | 0.21 | - | - |
Materials | - | - | 0.58 |
Communication | - | - | 1.82 |
Unclassified | - | - | 8.4 |
Healthcare | - | - | 2.05 |
Services | - | - | 1.78 |
Consumer Staples | - | - | 2.22 |
Financial | - | - | 8.65 |
Sovereign | - | - | 6.7 |
Capital Goods | - | - | 6.77 |
Technology | - | - | 3.25 |
Energy | - | - | 5.12 |
Automobile | - | - | 1.64 |
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