FRANKLIN INDIA EQUITY SAVINGS FUND vs Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) compare
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH
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
Chart Comparison
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | 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 |
|---|---|---|---|
| Fund | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | 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 |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate | Moderate |
| Asset Size (Cr) | ₹625 Cr | ₹849 Cr | ₹849 Cr |
| Min Investment | ₹5000 | ₹100 | ₹100 |
| Min SIP Invesment | ₹500 | ₹250 | ₹250 |
| Min Addl Investment | ₹1000 | ₹100 | ₹100 |
| Launch Date | 01 Aug 2018 | 02 Jan 2013 | 02 Jan 2013 |
| Category | Equity Savings | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended | |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | % | % | % |
| Expense Ratio | 1.12 | 0.5 | 0.5 |
| Manager | Dwijendra Srivastava | Dwijendra Srivastava | |
| ISIN Code | INF090I01PA3 | INF173K01GZ9 | INF173K01GZ9 |
| Exits Load | Nil/365 | Nil/365 | Nil/365 |
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | 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 |
|---|---|---|---|
| 1 Month | 0.86% | 1.5% | 1.5% |
| 6 Month | 6.03% | 10.59% | 10.59% |
| 1 Year | 12.28% | 20.88% | 20.88% |
| 3 Year | 8.2% | 13.39% | 13.39% |
| 5 Year | 9.28% | 13.19% | 13.19% |
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | 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 |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 5.15% | 9.13% | 9.13% |
| 3 Year | 13.73% | 24.19% | 24.19% |
| 5 Year | 26.33% | 45.97% | 45.97% |
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | 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 |
|---|---|---|---|
| 1 Year | 9.17% | 14.62% | 14.62% |
| 3 Year | 21.43% | 36.06% | 36.06% |
| 5 Year | 27.42% | 48.18% | 48.18% |
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | 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 |
|---|---|---|---|
| Standard Deviation | 4.12% | 5.34% | 5.34% |
| Sharp | 0.39% | 1.16% | 1.16% |
| Beta | 0.7% | 0.97% | 0.97% |
| Alpha | -0.69% | 3.27% | 3.27% |
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| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | 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 |
|---|---|---|---|
| Name | Dwijendra Srivastava | Dwijendra Srivastava | |
| Total AUM | ₹14140 Cr | ₹14140 Cr | |
| Fund Manage | 14 | 14 | |
| FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | 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 |
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
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 |
|---|---|---|---|
| Others | 33.96 | 17.37 | - |
| Large Cap | 60.7 | 59.98 | - |
| Mid Cap | 3.21 | 8.59 | - |
| Small Cap | 2.16 | 10.67 | - |
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
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 |
|---|---|---|---|
| Others | 58.87 | 15.63 | - |
| Financial | 21.57 | - | - |
| Automobile | 0.45 | - | - |
| Sovereign | 6.97 | - | - |
| Materials | 0.38 | - | - |
| Communication | 0.97 | - | - |
| Energy | 0.99 | - | - |
| Healthcare | 0.46 | - | - |
| Technology | 2.81 | - | - |
| Consumer Staples | 0.54 | - | - |
| Capital Goods | 1.75 | - | - |
| Construction | 1.22 | 1.73 | - |
| Services | 2.16 | - | - |
| Insurance | 0.25 | 0.63 | - |
| Consumer Discretionary | 0.64 | - | - |
| Banks | - | 19.64 | - |
| Petroleum Products | - | 7.19 | - |
| It - Software | - | 7.33 | - |
| Telecom - Services | - | 5.47 | - |
| Automobiles | - | 9.32 | - |
| Finance | - | 4.45 | - |
| Diversified Fmcg | - | 2.09 | - |
| Electrical Equipment | - | 3.01 | - |
| Consumer Durables | - | 2.12 | - |
| Pharmaceuticals & Biotechnology | - | 5.43 | - |
| Transport Services | - | 1.4 | - |
| Non - Ferrous Metals | - | 1.05 | - |
| Industrial Products | - | 0.87 | - |
| Capital Markets | - | 1.66 | - |
| Beverages | - | 1.07 | - |
| Cement & Cement Products | - | 2.07 | - |
| Retailing | - | 0.79 | - |
| Auto Components | - | 0.59 | - |
| Metals & Minerals Trading | - | 0.45 | - |
| Power | - | 0.42 | - |
| Transport Infrastructure | - | 0.41 | - |
| Chemicals & Petrochemicals | - | 0.37 | - |
| Realty | - | 0.36 | - |
| Diversified Metals | - | 0.33 | - |
| Household Products | - | 0.26 | - |
| It - Services | - | 0.26 | - |
| Ferrous Metals | - | 0.21 | - |
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