Tata Equity Savings Fund vs Sundaram Equity Savings Fund (Formerly Known as Principal 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 | ₹200000 | ₹200000 | ₹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 | -2.04% | -2.04% | -0.46% |
| 6 Month | 6.06% | 6.06% | 4.61% |
| 1 Year | 16.9% | 16.9% | 14.42% |
| 3 Year | 11.46% | 11.46% | 8.26% |
| 5 Year | 14.39% | 14.39% | 9.11% |
| 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 | 14.25% | 14.25% | 11.23% |
| 3 Year | 15.1% | 15.1% | 11.17% |
| 5 Year | 15.22% | 15.22% | 10.38% |
| 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 | 9.23% | 9.23% | 6.98% |
| 3 Year | 9.15% | 9.15% | 7.02% |
| 5 Year | 9.94% | 9.94% | 6.87% |
| 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 |
|---|---|---|---|
| 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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| 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 |
| 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 | 17.37 | - | 31.53 |
| Large Cap | 59.98 | - | 54.06 |
| 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 |
|---|---|---|---|
| Others | 15.63 | - | 47.79 |
| Automobiles | 9.32 | - | - |
| Petroleum Products | 7.19 | - | - |
| It - Software | 7.33 | - | - |
| Construction | 1.73 | - | 2.01 |
| Cement & Cement Products | 2.07 | - | - |
| Ferrous Metals | 0.21 | - | - |
| Consumer Durables | 2.12 | - | - |
| Banks | 19.64 | - | - |
| Diversified Fmcg | 2.09 | - | - |
| Non - Ferrous Metals | 1.05 | - | - |
| Pharmaceuticals & Biotechnology | 5.43 | - | - |
| Electrical Equipment | 3.01 | - | - |
| Finance | 4.45 | - | - |
| It - Services | 0.26 | - | - |
| Diversified Metals | 0.33 | - | - |
| Chemicals & Petrochemicals | 0.37 | - | - |
| Realty | 0.36 | - | - |
| Industrial Products | 0.87 | - | - |
| Household Products | 0.26 | - | - |
| Telecom - Services | 5.47 | - | - |
| Metals & Minerals Trading | 0.45 | - | - |
| Auto Components | 0.59 | - | - |
| Transport Services | 1.4 | - | - |
| Retailing | 0.79 | - | - |
| Beverages | 1.07 | - | - |
| Capital Markets | 1.66 | - | - |
| Power | 0.42 | - | - |
| Transport Infrastructure | 0.41 | - | - |
| Insurance | 0.63 | - | 1.17 |
| Financial | - | - | 8.65 |
| Consumer Staples | - | - | 2.22 |
| Technology | - | - | 3.25 |
| Materials | - | - | 0.58 |
| Communication | - | - | 1.82 |
| Services | - | - | 1.78 |
| Healthcare | - | - | 2.05 |
| Sovereign | - | - | 6.7 |
| Energy | - | - | 5.12 |
| Capital Goods | - | - | 6.77 |
| Automobile | - | - | 1.64 |
| Unclassified | - | - | 8.4 |
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