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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 | ₹426 Cr | ₹426 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% | 1.04% | 1.04% |
| 6 Month | 4.68% | 4.68% | 3.89% | 3.89% |
| 1 Year | 9.61% | 9.61% | 5.54% | 5.54% |
| 3 Year | 15.51% | 15.51% | 12.51% | 12.51% |
| 5 Year | 15.91% | 15.91% | 10.06% | 10.06% |
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% | 4.3% | 4.3% |
| 1 Year | 9.93% | 9.93% | 7.3% | 7.3% |
| 3 Year | 14.05% | 14.05% | 12.08% | 12.08% |
| 5 Year | 13.78% | 13.78% | 10.29% | 10.29% |
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% | 9.05% | 9.05% |
| 3 Year | 9.37% | 9.37% | 7.97% | 7.97% |
| 5 Year | 10.08% | 10.08% | 9.5% | 9.5% |
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 | 5.44% | 5.44% | 5.67% | 5.67% |
| Sharp | 1.43% | 1.43% | 1.04% | 1.04% |
| Beta | - | - | - | - |
| Alpha | - | - | - | - |
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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 | 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 | 34.14 | 34.14 |
| Large Cap | 58.49 | 58.49 | 45.93 | 45.93 |
| Mid Cap | 8.77 | 8.77 | 10.79 | 10.79 |
| Small Cap | 5.19 | 5.19 | 9.13 | 9.13 |
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 | 32.76 | 32.76 |
| Energy | 8.35 | 8.35 | 2.6 | 2.6 |
| Technology | 8.85 | 8.85 | 6.95 | 6.95 |
| Basic Materials | 2.65 | 2.65 | 6.1 | 6.1 |
| Industrials | 6.64 | 6.64 | 9.47 | 9.47 |
| Financial Services | 21.31 | 21.31 | 19.86 | 19.86 |
| Consumer Defensive | 4.31 | 4.31 | 6.8 | 6.8 |
| Healthcare | 3.57 | 3.57 | 4.31 | 4.31 |
| Consumer Cyclical | 10.06 | 10.06 | 6.28 | 6.28 |
| Communication Services | 5.78 | 5.78 | 1.23 | 1.23 |
| Real Estate | 0.25 | 0.25 | 0.6 | 0.6 |
| Utilities | 0.54 | 0.54 | 3.04 | 3.04 |
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