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Invesco India 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
Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India 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 | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India 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 | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth | Growth |
| Level of Risk | Moderate | Moderate | Moderately High | Moderately High |
| Asset Size (Cr) | ₹1092 Cr | ₹1092 Cr | ₹438 Cr | ₹438 Cr |
| Min Investment | ₹100 | ₹100 | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹200000 | ₹200000 | ₹500 | ₹500 |
| Min Addl Investment | ₹100 | ₹100 | ₹1000 | ₹1000 |
| Launch Date | 02 Jan 2013 | 02 Jan 2013 | 06 Mar 2019 | 06 Mar 2019 |
| Category | Equity Savings | Equity Savings | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | % | % | 469% | 469% |
| Expense Ratio | 0.75 | 0.75 | 2.3 | 2.3 |
| Manager | Dwijendra Srivastava | Dwijendra Srivastava | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati |
| ISIN Code | INF173K01GZ9 | INF173K01GZ9 | INF205KA1023 | INF205KA1023 |
| 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 | Invesco India Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Invesco India Equity Savings Fund - Regular Plan - Growth charges 0.25% 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 | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|---|
| 1 Month | 1.57% | 1.57% | -1.27% | -1.27% |
| 6 Month | 4.68% | 4.68% | 5.61% | 5.61% |
| 1 Year | 9.61% | 9.61% | 3.76% | 3.76% |
| 3 Year | 15.51% | 15.51% | 10.55% | 10.55% |
| 5 Year | 15.91% | 15.91% | 9.33% | 9.33% |
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 | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|---|
| 6 Month | 4.17% | 4.17% | 1.81% | 1.81% |
| 1 Year | 9.93% | 9.93% | 2.95% | 2.95% |
| 3 Year | 14.05% | 14.05% | 10.29% | 10.29% |
| 5 Year | 13.78% | 13.78% | 9.29% | 9.29% |
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 | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|---|
| 1 Year | 9.52% | 9.52% | 8.84% | 8.84% |
| 3 Year | 9.37% | 9.37% | 8.03% | 8.03% |
| 5 Year | 10.08% | 10.08% | 9.62% | 9.62% |
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 | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|---|
| Standard Deviation | 5.34% | 5.34% | 5.62% | 5.62% |
| Sharp | 1.22% | 1.22% | 0.81% | 0.81% |
| Beta | - | - | - | - |
| Alpha | - | - | - | - |
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 | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|---|
| Name | Dwijendra Srivastava | Dwijendra Srivastava | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati |
| Total AUM | ₹14140 Cr | ₹14140 Cr | ₹24743 Cr | ₹24743 Cr |
| Funds Managed | 14 | 14 | 19 | 19 |
| 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 | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India 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 |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|---|
| Others | 27.55 | 27.55 | 36.99 | 36.99 |
| Large Cap | 58.49 | 58.49 | 43.88 | 43.88 |
| Mid Cap | 8.77 | 8.77 | 10.85 | 10.85 |
| Small Cap | 5.19 | 5.19 | 8.28 | 8.28 |
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 |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|---|
| Others | 27.69 | 27.69 | 33.84 | 33.84 |
| Energy | 8.35 | 8.35 | 2.07 | 2.07 |
| Technology | 8.85 | 8.85 | 6.41 | 6.41 |
| Basic Materials | 2.65 | 2.65 | 6.95 | 6.95 |
| Industrials | 6.64 | 6.64 | 10.13 | 10.13 |
| Financial Services | 21.31 | 21.31 | 20.61 | 20.61 |
| Consumer Defensive | 4.31 | 4.31 | 5.65 | 5.65 |
| Healthcare | 3.57 | 3.57 | 4.19 | 4.19 |
| Consumer Cyclical | 10.06 | 10.06 | 5.63 | 5.63 |
| Communication Services | 5.78 | 5.78 | 1.15 | 1.15 |
| Real Estate | 0.25 | 0.25 | 0.52 | 0.52 |
| Utilities | 0.54 | 0.54 | 2.86 | 2.86 |
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