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) | ₹990 Cr | ₹990 Cr | ₹340 Cr | ₹340 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 | 0.61 | 0.61 | 2.31 | 2.31 |
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 | -0.64% | -0.64% | -2.75% | -2.75% |
6 Month | 1.45% | 1.45% | -0.88% | -0.88% |
1 Year | 11.37% | 11.37% | 9.86% | 9.86% |
3 Year | 11.7% | 11.7% | 8.73% | 8.73% |
5 Year | 14.25% | 14.25% | 8.35% | 8.35% |
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 | - | - | - | - |
1 Year | 7.73% | 7.73% | 5.63% | 5.63% |
3 Year | 13.58% | 13.58% | 11.93% | 11.93% |
5 Year | 14.03% | 14.03% | 10.14% | 10.14% |
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 | 9.43% | 9.43% | 9.26% | 9.26% |
3 Year | 9.27% | 9.27% | 7.81% | 7.81% |
5 Year | 10.01% | 10.01% | 9.43% | 9.43% |
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% | 5.03% | 5.03% |
Sharp | 1.16% | 1.16% | 0.6% | 0.6% |
Beta | 0.97% | 0.97% | 0.92% | 0.92% |
Alpha | 3.27% | 3.27% | 0.21% | 0.21% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Fund Manage | 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 | 0.22 | 28.8 | 33.36 | 33.36 |
Large Cap | 50.55 | 53.45 | 45.21 | 45.21 |
Mid Cap | 8.69 | 10.77 | 11.15 | 11.15 |
Small Cap | 9.22 | 6.25 | 10.28 | 10.28 |
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 | 0.22 | 28.8 | 33.36 | 33.36 |
Petroleum Products | 6.47 | 8.78 | 3.3 | 3.3 |
IT - Software | 6.97 | 6.11 | 9.4 | 9.4 |
Cement & Cement Products | 2.07 | 1.24 | 1.85 | 1.85 |
Construction | 1.83 | 2.4 | 0.84 | 0.84 |
Ferrous Metals | 0.19 | 0.54 | - | - |
Consumer Durables | 1.86 | 1.59 | 2.85 | 2.85 |
Banks | 15.31 | 15.79 | 11.13 | 11.13 |
Diversified FMCG | 1.74 | 1.51 | 0.99 | 0.99 |
Non - Ferrous Metals | 0.96 | 0.86 | 0.44 | 0.44 |
Pharmaceuticals & Biotechnology | 4.48 | 4.29 | 7.23 | 7.23 |
Automobiles | 5.21 | 7.04 | 2.05 | 2.05 |
Finance | 2.92 | 2.73 | 1.91 | 1.91 |
Transport Services | 2.08 | 2.29 | 1.65 | 1.65 |
Electrical Equipment | 3.09 | 2.41 | 2.75 | 2.75 |
Realty | 0.29 | 0.28 | 0.55 | 0.55 |
Industrial Products | 0.71 | - | 1.49 | 1.49 |
Telecom - Services | 5.86 | 5.76 | - | - |
Metals & Minerals Trading | 0.38 | 0.3 | - | - |
Auto Components | 0.42 | 0.39 | 0.26 | 0.26 |
Retailing | 1.36 | 1.91 | 3.25 | 3.25 |
Beverages | 0.93 | 0.94 | 5.23 | 5.23 |
Capital Markets | 2.07 | 1.8 | - | - |
Power | 0.37 | 0.57 | 0.59 | 0.59 |
Transport Infrastructure | 0.32 | 0.27 | - | - |
Insurance | 0.57 | 0.67 | 0.72 | 0.72 |
Personal Products | - | - | 1.59 | 1.59 |
Healthcare Services | - | - | 0.61 | 0.61 |
Other Utilities | - | - | 0.86 | 0.86 |
Paper, Forest & Jute Products | - | - | 0.6 | 0.6 |
Commercial Services & Supplies | - | - | 0.82 | 0.82 |
Gas | - | - | 0.1 | 0.1 |
Food Products | - | - | 0.65 | 0.65 |
Chemicals & Petrochemicals | - | - | 1.04 | 1.04 |
Fertilizers & Agrochemicals | - | - | 0.27 | 0.27 |
Industrial Manufacturing | - | - | 1.62 | 1.62 |
Top Comparisons
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth
3Y Returns14.47%
DSP US Flexible Equity Fund - Regular Plan - Growth
3Y Returns13.88%
LIC MF Overnight Fund Regular - Growth
3Y Returns6.02%
UTI - Overnight Fund - Regular Plan - Growth Option
3Y Returns6.1%
SBI Conservative Hybrid Fund - Regular Plan - Growth
3Y Returns8.87%
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns6.94%
Bandhan Multi Asset Allocation Fund - Reg (G)
3Y Returns0%
Sundaram Multi Asset Allocation Fund-Reg (G)
3Y Returns0%