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

Tata Equity Savings Fund -Regular Plan-Growth Option

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	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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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