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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 Risk | Moderate Risk | Low to Moderate Risk |
| 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 | -0.3% | -0.3% | -0.16% |
| 6 Month | -0.09% | -0.09% | 0.88% |
| 1 Year | 10.09% | 10.09% | 8.21% |
| 3 Year | 11.84% | 11.84% | 8.67% |
| 5 Year | 14.08% | 14.08% | 8.88% |
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 | - | - | - |
| 1 Year | 4.9% | 4.9% | 4.79% |
| 3 Year | 12.67% | 12.67% | 9.73% |
| 5 Year | 13.59% | 13.59% | 9.55% |
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 | 5.609% | 5.609% | 3.977% |
| Sharp | 0.932% | 0.932% | 0.591% |
| 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 |
| 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 |
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 | 0.22 | 28.8 | 30.31 |
| Large Cap | 50.55 | 53.45 | 14.56 |
| Mid Cap | 8.69 | 10.77 | 4.11 |
| Small Cap | 9.22 | 6.25 | 1.34 |
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 | 0.22 | 28.8 | 30.31 |
| Petroleum Products | 6.47 | 8.78 | 1.75 |
| IT - Software | 6.97 | 6.11 | 2.76 |
| Cement & Cement Products | 2.07 | 1.24 | 0.49 |
| Construction | 1.83 | 2.4 | 0.85 |
| Ferrous Metals | 0.19 | 0.54 | 0.2 |
| Consumer Durables | 1.86 | 1.59 | 0.7 |
| Banks | 15.31 | 15.79 | 5.18 |
| Diversified FMCG | 1.74 | 1.51 | 0.67 |
| Non - Ferrous Metals | 0.96 | 0.86 | - |
| Pharmaceuticals & Biotechnology | 4.48 | 4.29 | 1.32 |
| Automobiles | 5.21 | 7.04 | 0.3 |
| Finance | 2.92 | 2.73 | 0.92 |
| Transport Services | 2.08 | 2.29 | 0.41 |
| Electrical Equipment | 3.09 | 2.41 | 0.36 |
| Realty | 0.29 | 0.28 | - |
| Industrial Products | 0.71 | - | 0.44 |
| Telecom - Services | 5.86 | 5.76 | 0.85 |
| Metals & Minerals Trading | 0.38 | 0.3 | - |
| Auto Components | 0.42 | 0.39 | 0.56 |
| Retailing | 1.36 | 1.91 | - |
| Beverages | 0.93 | 0.94 | - |
| Capital Markets | 2.07 | 1.8 | - |
| Power | 0.37 | 0.57 | 1.04 |
| Transport Infrastructure | 0.32 | 0.27 | -0.03 |
| Insurance | 0.57 | 0.67 | -0.01 |
| Agricultural, Commercial & Construction Vehicles | - | - | 0.45 |
| Financial Technology (Fintech) | - | - | 0.34 |
| Industrial Manufacturing | - | - | 0.46 |
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