Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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

Invest Now

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 Savings 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 Savings Fund - Regular Plan - Growth
Investment Plan Growth Growth Growth
Level of Risk Moderate Moderate Moderately High
Asset Size (Cr) ₹1067 Cr ₹1067 Cr ₹968 Cr
Min Investment ₹100 ₹100 ₹500
Min SIP Invesment ₹200000 ₹200000 ₹100
Min Addl Investment ₹100 ₹100 ₹100
Launch Date 02 Jan 2013 02 Jan 2013 14 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 0.75 0.75 2.26
Manager Dwijendra Srivastava Dwijendra Srivastava Hardik Shah
ISIN Code INF173K01GZ9 INF173K01GZ9 INF846K01VO3
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 Axis Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 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 Axis Equity Savings Fund - Regular Plan - Growth
1 Month 1.57% 1.57% 0.78%
6 Month 4.68% 4.68% 2.42%
1 Year 9.61% 9.61% 6.28%
3 Year 15.51% 15.51% 11.82%
5 Year 15.91% 15.91% 11.48%

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 Savings Fund - Regular Plan - Growth
6 Month 4.17% 4.17% 2.68%
1 Year 9.93% 9.93% 5.06%
3 Year 14.05% 14.05% 10.24%
5 Year 13.78% 13.78% 9.57%

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 Savings Fund - Regular Plan - Growth
1 Year 9.52% 9.52% 8.73%
3 Year 9.37% 9.37% 8.7%
5 Year 10.08% 10.08% 8.98%

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 Savings Fund - Regular Plan - Growth
Standard Deviation 5.681% 5.681% 5.953%
Sharp 0.875% 0.875% 0.249%
Beta - - -
Alpha - - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 Savings Fund - Regular Plan - Growth
Name Dwijendra Srivastava Dwijendra Srivastava Hardik Shah
Total AUM ₹14140 Cr ₹14140 Cr ₹0 Cr
Funds Managed 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 Savings 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 Savings Fund - Regular Plan - Growth

Others 27.55 27.55 31.59
Large Cap 58.49 58.49 54.98
Mid Cap 8.77 8.77 6.77
Small Cap 5.19 5.19 6.67

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 Savings Fund - Regular Plan - Growth

Others 27.69 27.69 30.3
Energy 8.35 8.35 9.33
Technology 8.85 8.85 6.7
Basic Materials 2.65 2.65 6.07
Industrials 6.64 6.64 6.57
Financial Services 21.31 21.31 21.62
Consumer Defensive 4.31 4.31 3.73
Healthcare 3.57 3.57 5.21
Consumer Cyclical 10.06 10.06 5.6
Communication Services 5.78 5.78 2.59
Real Estate 0.25 0.25 0.76
Utilities 0.54 0.54 1.53

Top Comparisons

Edelweiss Overnight Fund - Regular Plan - Growth Edelweiss Overnight Fund - Regular Plan - Growth

3Y Returns6.32%

VS

UTI - Overnight  Fund - Regular Plan - Growth Option UTI - Overnight Fund - Regular Plan - Growth Option

3Y Returns6.38%

Compare Now

SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH

3Y Returns0%

VS

HSBC Large Cap Fund - Regular Growth HSBC Large Cap Fund - Regular Growth

3Y Returns19.93%

Compare Now

SBI Multi Asset Allocation Fund - Regular Plan - Growth SBI Multi Asset Allocation Fund - Regular Plan - Growth

3Y Returns18.71%

VS

UTI Multi Asset Allocation Fund - Regular Plan - Growth Option UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

3Y Returns23.07%

Compare Now

Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option

3Y Returns20.28%

VS

HSBC Aggressive Hybrid Active FOF - Growth HSBC Aggressive Hybrid Active FOF - Growth

3Y Returns19.61%

Compare Now
Add to Cart Successfully