Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

BANDHAN Equity Savings 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 BANDHAN 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 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%

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 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

Top Comparisons

Edelweiss Arbitrage Fund- Regular Plan- Growth Option Edelweiss Arbitrage Fund- Regular Plan- Growth Option

3Y Returns6.45%

VS

Axis Arbitrage Fund - Regular Plan - Growth Axis Arbitrage Fund - Regular Plan - Growth

3Y Returns6.25%

Compare Now

AXIS INNOVATION FUND - Regular Plan - Growth Option AXIS INNOVATION FUND - Regular Plan - Growth Option

3Y Returns10.57%

VS

Quant Quantamental Fund Regular - Growth Quant Quantamental Fund Regular - Growth

3Y Returns20.8%

Compare Now

ITI Dynamic Bond Fund Regular - Growth ITI Dynamic Bond Fund Regular - Growth

3Y Returns6.25%

VS

PGIM India Dynamic Bond Fund - Growth Option PGIM India Dynamic Bond Fund - Growth Option

3Y Returns6.01%

Compare Now

ICICI Prudential Multicap Fund - Growth ICICI Prudential Multicap Fund - Growth

3Y Returns17.86%

VS

BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN

3Y Returns15.16%

Compare Now
Add to Cart Successfully