BANDHAN 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
BANDHAN Equity Savings Fund - Regular Plan - Growth
Chart Comparison
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 | BANDHAN 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 | BANDHAN Equity Savings Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Moderate | Moderate | Low to Moderate |
Asset Size (Cr) | ₹990 Cr | ₹990 Cr | ₹194 Cr |
Min Investment | ₹100 | ₹100 | ₹1000 |
Min SIP Invesment | ₹200000 | ₹200000 | ₹100 |
Min Addl Investment | ₹100 | ₹100 | ₹1000 |
Launch Date | 02 Jan 2013 | 02 Jan 2013 | 09 Jun 2008 |
Category | Equity Savings | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI | CRISIL Equity Saving |
Turn Over | % | % | 22% |
Expense Ratio | 0.61 | 0.61 | 1.09 |
Manager | Dwijendra Srivastava | Dwijendra Srivastava | Harshal Joshi |
ISIN Code | INF173K01GZ9 | INF173K01GZ9 | INF194K01581 |
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 | Bandhan Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 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 | BANDHAN Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
1 Month | -0.64% | -0.64% | 0.21% |
6 Month | 1.45% | 1.45% | 1.97% |
1 Year | 11.37% | 11.37% | 7.24% |
3 Year | 11.7% | 11.7% | 6.69% |
5 Year | 14.25% | 14.25% | 7.6% |
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 | BANDHAN Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
6 Month | - | - | - |
1 Year | 7.73% | 7.73% | 6.05% |
3 Year | 13.58% | 13.58% | 7.91% |
5 Year | 14.03% | 14.03% | 7.85% |
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 | BANDHAN Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
1 Year | 9.43% | 9.43% | 6.93% |
3 Year | 9.27% | 9.27% | 7.01% |
5 Year | 10.01% | 10.01% | 6.88% |
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 | BANDHAN Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Standard Deviation | 5.34% | 5.34% | 2.76% |
Sharp | 1.16% | 1.16% | 0.25% |
Beta | 0.97% | 0.97% | 0.55% |
Alpha | 3.27% | 3.27% | -1.08% |
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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 | BANDHAN Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Name | Dwijendra Srivastava | Dwijendra Srivastava | Harshal Joshi |
Total AUM | ₹14140 Cr | ₹14140 Cr | ₹42965 Cr |
Fund Manage | 14 | 14 | 20 |
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 | BANDHAN 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 |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Others | 0.22 | 28.8 | -24.04 |
Large Cap | 50.55 | 53.45 | 61.11 |
Mid Cap | 8.69 | 10.77 | 6.8 |
Small Cap | 9.22 | 6.25 | - |
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 |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Others | 0.22 | 28.8 | -24.04 |
Petroleum Products | 6.47 | 8.78 | 3.63 |
IT - Software | 6.97 | 6.11 | 7.91 |
Cement & Cement Products | 2.07 | 1.24 | 2.31 |
Construction | 1.83 | 2.4 | 3.6 |
Ferrous Metals | 0.19 | 0.54 | 1.13 |
Consumer Durables | 1.86 | 1.59 | 0.72 |
Banks | 15.31 | 15.79 | 19.93 |
Diversified FMCG | 1.74 | 1.51 | 2.66 |
Non - Ferrous Metals | 0.96 | 0.86 | - |
Pharmaceuticals & Biotechnology | 4.48 | 4.29 | 4.9 |
Automobiles | 5.21 | 7.04 | 4.97 |
Finance | 2.92 | 2.73 | 3.87 |
Transport Services | 2.08 | 2.29 | 0.28 |
Electrical Equipment | 3.09 | 2.41 | - |
Realty | 0.29 | 0.28 | - |
Industrial Products | 0.71 | - | - |
Telecom - Services | 5.86 | 5.76 | 2.89 |
Metals & Minerals Trading | 0.38 | 0.3 | - |
Auto Components | 0.42 | 0.39 | 0.35 |
Retailing | 1.36 | 1.91 | - |
Beverages | 0.93 | 0.94 | - |
Capital Markets | 2.07 | 1.8 | - |
Power | 0.37 | 0.57 | 2.7 |
Transport Infrastructure | 0.32 | 0.27 | - |
Insurance | 0.57 | 0.67 | 0.76 |
Personal Products | - | - | 1.53 |
Agricultural Food & other Products | - | - | 0.29 |
Food Products | - | - | 0.76 |
Chemicals & Petrochemicals | - | - | 2.29 |
Healthcare Services | - | - | 0.43 |
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