Baroda BNP Paribas 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

Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

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	Baroda BNP Paribas 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	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Investment Plan	Growth	Growth	Growth
Level of Risk	Moderate	Moderate	Moderately High
Asset Size (Cr)	₹849 Cr	₹849 Cr	₹239 Cr
Min Investment	₹100	₹100	₹5000
Min SIP Invesment	₹250	₹250	₹500
Min Addl Investment	₹100	₹100	₹1000
Launch Date	02 Jan 2013	02 Jan 2013	10 Jul 2019
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	%	%	486%
Expense Ratio	0.5	0.5	2.5
Manager	Dwijendra Srivastava	Dwijendra Srivastava	Miten Vora
ISIN Code	INF173K01GZ9	INF173K01GZ9	INF955L01II9
Exits Load	Nil/365	Nil/365	Exit load of 1%, if redeemed within 30 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	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
1 Month	1.5%	1.5%	1.55%
6 Month	10.59%	10.59%	8.3%
1 Year	20.88%	20.88%	17.59%
3 Year	13.39%	13.39%	9.57%
5 Year	13.19%	13.19%	9.63%

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	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
6 Month	-	-	4%
1 Year	9.13%	9.13%	8.19%
3 Year	24.19%	24.19%	19.28%
5 Year	45.97%	45.97%	28.99%

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	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
1 Year	14.62%	14.62%	8.81%
3 Year	36.06%	36.06%	21.49%
5 Year	48.18%	48.18%	28.72%

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	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Standard Deviation	5.34%	5.34%	4.56%
Sharp	1.16%	1.16%	0.59%
Beta	0.97%	0.97%	0.89%
Alpha	3.27%	3.27%	-0.14%

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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	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Name	Dwijendra Srivastava	Dwijendra Srivastava	Miten Vora
Total AUM	₹14140 Cr	₹14140 Cr	₹6478 Cr
Fund Manage	14	14	6
	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	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

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	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Others	17.37	-	-34.16
Large Cap	59.98	-	57.16
Small Cap	10.67	-	3.65
Mid Cap	8.59	-	6.42

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	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Others	15.63	-	-36.36
Automobiles	9.32	-	4.9
Petroleum Products	7.19	-	5.33
It - Software	7.33	-	-
Construction	1.73	-	2.01
Cement & Cement Products	2.07	-	2.53
Ferrous Metals	0.21	-	2.25
Consumer Durables	2.12	-	0.99
Banks	19.64	-	13.88
Diversified Fmcg	2.09	-	-
Non - Ferrous Metals	1.05	-	2.46
Pharmaceuticals & Biotechnology	5.43	-	2.14
Electrical Equipment	3.01	-	1.84
Finance	4.45	-	3.39
It - Services	0.26	-	-
Diversified Metals	0.33	-	-
Chemicals & Petrochemicals	0.37	-	0.42
Realty	0.36	-	2.96
Industrial Products	0.87	-	-
Household Products	0.26	-	-
Telecom - Services	5.47	-	1.6
Metals & Minerals Trading	0.45	-	-
Auto Components	0.59	-	-
Transport Services	1.4	-	-
Retailing	0.79	-	2.03
Beverages	1.07	-	-
Capital Markets	1.66	-	0.45
Power	0.42	-	5.01
Transport Infrastructure	0.41	-	1.89
Insurance	0.63	-	0.33
IT - Software	-	-	5.32
Industrial Manufacturing	-	-	1.09
Personal Products	-	-	0.55
Diversified FMCG	-	-	2.56
Agricultural, Commercial & Construction Vehicles	-	-	0.51
Food Products	-	-	1.12
Aerospace & Defense	-	-	0.51
Leisure Services	-	-	0.49
Financial Technology (Fintech)	-	-	0.87