PGIM India Equity Savings Fund vs Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) compare

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Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

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Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

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PGIM India Equity Savings Fund - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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	PGIM India Equity Savings Fund - Growth Option
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	PGIM India Equity Savings Fund - Growth Option
Investment Plan	Growth	Growth	Growth
Level of Risk	Moderate	Moderate	Low to Moderate
Asset Size (Cr)	₹1067 Cr	₹1067 Cr	₹90 Cr
Min Investment	₹100	₹100	₹5000
Min SIP Invesment	₹200000	₹200000	₹1000
Min Addl Investment	₹100	₹100	₹1000
Launch Date	02 Jan 2013	02 Jan 2013	14 Feb 2025
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	%	%	69%
Expense Ratio	0.75	0.75	1.32
Manager	Dwijendra Srivastava	Dwijendra Srivastava	Puneet Pal
ISIN Code	INF173K01GZ9	INF173K01GZ9	INF223J01FB7
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	Data not available./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	PGIM India Equity Savings Fund - Growth Option
1 Month	1.79%	1.79%	1.27%
6 Month	2.54%	2.54%	3.05%
1 Year	9.79%	9.79%	6.97%
3 Year	12.87%	12.87%	6.79%
5 Year	16.02%	16.02%	9.37%

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	PGIM India Equity Savings Fund - Growth Option
6 Month	2.43%	2.43%	2.16%
1 Year	6.61%	6.61%	6.15%
3 Year	13.5%	13.5%	7.49%
5 Year	13.59%	13.59%	7.6%

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	PGIM India Equity Savings Fund - Growth Option
1 Year	9.43%	9.43%	7.48%
3 Year	9.27%	9.27%	7.33%
5 Year	10.01%	10.01%	7.5%

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	PGIM India Equity Savings Fund - Growth Option
Standard Deviation	5.681%	5.681%	2.237%
Sharp	0.875%	0.875%	-0.182%
Beta	-	-	-
Alpha	-	-	-

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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	PGIM India Equity Savings Fund - Growth Option
Name	Dwijendra Srivastava	Dwijendra Srivastava	Puneet Pal
Total AUM	₹14140 Cr	₹14140 Cr	₹20950 Cr
Funds Managed	14	14	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	PGIM India Equity Savings Fund - Growth Option

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	PGIM India Equity Savings Fund - Growth Option
Others	27.55	27.55	31.03
Large Cap	58.49	58.49	62.75
Mid Cap	8.77	8.77	5.75
Small Cap	5.19	5.19	0.46

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	PGIM India Equity Savings Fund - Growth Option
Others	27.69	27.69	30.87
Energy	8.35	8.35	9.37
Technology	8.85	8.85	2.58
Basic Materials	2.65	2.65	16.21
Industrials	6.64	6.64	7.21
Financial Services	21.31	21.31	23.4
Consumer Defensive	4.31	4.31	1.15
Healthcare	3.57	3.57	1.32
Consumer Cyclical	10.06	10.06	6.08
Communication Services	5.78	5.78	1.81
Real Estate	0.25	0.25	-
Utilities	0.54	0.54	-