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

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

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

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tortoise-icon Axis Equity Saver Fund - Regular Plan - Growth

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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 Axis Equity Saver Fund - Regular Plan - Growth
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 Axis Equity Saver Fund - Regular Plan - Growth
Investment Plan Growth Growth Growth
Level of Risk Moderate Moderate Moderately High
Asset Size (Cr) ₹678 Cr ₹678 Cr ₹973 Cr
Min Investment ₹100 ₹100 ₹500
Min SIP Invesment ₹250 ₹250 ₹100
Min Addl Investment ₹100 ₹100 ₹100
Launch Date 02 Jan 2013 02 Jan 2013 05 Aug 2015
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 % % 34.8%
Expense Ratio 0.47 0.47 2.27
Manager Dwijendra Srivastava Dwijendra Srivastava Hardik Shah
ISIN Code INF173K01GZ9 INF173K01GZ9 INF846K01VO3
Exits Load Nil/365 Nil/365 For units in excess of 10% of the investment,1% will be charged for redemption within 1 months./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 Axis Equity Saver Fund - Regular Plan - Growth
1 Month 1.89% 1.89% 2.68%
6 Month 9.85% 9.85% 7.6%
1 Year 20.65% 20.65% 17.94%
3 Year 13.29% 13.29% 9.96%
5 Year 12.51% 12.51% 10.32%

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 Axis Equity Saver Fund - Regular Plan - Growth
6 Month - - -
1 Year 9.13% 9.13% 7.28%
3 Year 24.19% 24.19% 17.31%
5 Year 45.97% 45.97% 30.32%

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 Axis Equity Saver Fund - Regular Plan - Growth
1 Year 14.62% 14.62% 10.3%
3 Year 36.06% 36.06% 24.26%
5 Year 48.18% 48.18% 32.86%

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 Axis Equity Saver Fund - Regular Plan - Growth
Standard Deviation 5.34% 5.34% 5.7%
Sharp 1.05% 1.05% 0.47%
Beta 0.97% 0.97% 1.12%
Alpha 3.89% 3.89% 0.55%

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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 Axis Equity Saver Fund - Regular Plan - Growth
Name Dwijendra Srivastava Dwijendra Srivastava Hardik Shah
Total AUM ₹14140 Cr ₹14140 Cr ₹0 Cr
Fund Manage 14 14 12
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 Axis Equity Saver Fund - Regular Plan - Growth

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

Axis Equity Saver Fund - Regular Plan - Growth

Others 21.28 - 32.04
Large Cap 62.21 - 52.98
Small Cap 10.11 - 4.15
Mid Cap 6.4 - 5.52

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

Axis Equity Saver Fund - Regular Plan - Growth

Others 48.12 - 33.79
Financial 17.72 - 22.52
Energy 1.16 - 5.57
Communication 2.67 - 5.02
Technology 2.16 - 3.93
Automobile 3.86 - 2.93
Construction 2.07 - 2.35
Consumer Staples 1.53 - 1.47
Sovereign 4.1 - 11.81
Consumer Discretionary 1.95 - 0.18
Capital Goods 3.31 - 1.65
Services 5.12 - 0.11
Healthcare 4.34 - 1.64
Metals & Mining -0.0099999999999998 - -0.029999999999999
Materials 1.59 - 0.93
Insurance 0 - 0.83
Chemicals 0.31 - -0.01

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