Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) vs Tata Equity Savings Fund compare

Link copied to clipboard!

tortoise-icon Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

Invest Now

tortoise-icon Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

Invest Now

tortoise-icon Tata Equity Savings Fund -Regular Plan-Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 2.69% 2.69% 2.06%
6 Month -1.1% -1.1% 1.05%
1 Year 10.52% 10.52% 8.86%
3 Year 12.16% 12.16% 8.82%
5 Year 16.9% 16.9% 11.54%

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 0.6% 0.6% 1.04%
1 Year 4.55% 4.55% 4.95%
3 Year 12.94% 12.94% 10.16%
5 Year 13.43% 13.43% 9.64%

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 - - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Nippon India Value Fund- Growth Plan Nippon India Value Fund- Growth Plan

3Y Returns19.17%

VS

Quant Value Fund Regular - Growth Quant Value Fund Regular - Growth

3Y Returns19.55%

Compare Now

SBI Magnum Midcap Fund - Regular Plan - Growth SBI Magnum Midcap Fund - Regular Plan - Growth

3Y Returns17.17%

VS

Sundaram Mid Cap Fund Regular Plan - Growth Sundaram Mid Cap Fund Regular Plan - Growth

3Y Returns21.03%

Compare Now

Tata Banking & PSU Debt Fund-Regular Plan-Growth Tata Banking & PSU Debt Fund-Regular Plan-Growth

3Y Returns4.96%

VS

Mirae Asset Banking and PSU Fund Regular Growth Plan Mirae Asset Banking and PSU Fund Regular Growth Plan

3Y Returns6.13%

Compare Now

INVESCO INDIA LARGE & MID CAP FUND - Growth INVESCO INDIA LARGE & MID CAP FUND - Growth

3Y Returns19.54%

VS

Quant Large and Mid Cap Fund-Growth Quant Large and Mid Cap Fund-Growth

3Y Returns15.95%

Compare Now
Add to Cart Successfully