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) | ₹990 Cr | ₹990 Cr | ₹216 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 | 0.61 | 0.61 | 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 |
| 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 | 1.63% | 1.63% | 1.09% |
| 6 Month | 4.86% | 4.86% | 3.72% |
| 1 Year | 14.8% | 14.8% | 11.72% |
| 3 Year | 12.7% | 12.7% | 9.08% |
| 5 Year | 14.58% | 14.58% | 9.27% |
| 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 | 12.45% | 12.45% | 9.63% |
| 3 Year | 15% | 15% | 11.11% |
| 5 Year | 15.11% | 15.11% | 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 | 0.22 | - | 30.31 |
| Large Cap | 50.55 | - | 14.56 |
| Mid Cap | 8.69 | - | 4.11 |
| Small Cap | 9.22 | - | 1.34 |
| 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 | - | 30.31 |
| Petroleum Products | 6.47 | - | 1.75 |
| IT - Software | 6.97 | - | 2.76 |
| Cement & Cement Products | 2.07 | - | 0.49 |
| Construction | 1.83 | - | 0.85 |
| Ferrous Metals | 0.19 | - | 0.2 |
| Consumer Durables | 1.86 | - | 0.7 |
| Banks | 15.31 | - | 5.18 |
| Diversified FMCG | 1.74 | - | 0.67 |
| Non - Ferrous Metals | 0.96 | - | - |
| Pharmaceuticals & Biotechnology | 4.48 | - | 1.32 |
| Automobiles | 5.21 | - | 0.3 |
| Finance | 2.92 | - | 0.92 |
| Transport Services | 2.08 | - | 0.41 |
| Electrical Equipment | 3.09 | - | 0.36 |
| Realty | 0.29 | - | - |
| Industrial Products | 0.71 | - | 0.44 |
| Telecom - Services | 5.86 | - | 0.85 |
| Metals & Minerals Trading | 0.38 | - | - |
| Auto Components | 0.42 | - | 0.56 |
| Retailing | 1.36 | - | - |
| Beverages | 0.93 | - | - |
| Capital Markets | 2.07 | - | - |
| Power | 0.37 | - | 1.04 |
| Transport Infrastructure | 0.32 | - | -0.03 |
| Insurance | 0.57 | - | -0.01 |
| Agricultural, Commercial & Construction Vehicles | - | - | 0.45 |
| Financial Technology (Fintech) | - | - | 0.34 |
| Industrial Manufacturing | - | - | 0.46 |
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