Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

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

Invest Now

tortoise-icon SBI Equity Savings Fund - Regular Plan - Growth

Invest Now

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 SBI 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 SBI Equity Savings Fund - Regular Plan - Growth
Investment Plan Growth Growth Growth
Level of Risk Moderate Moderate Moderately High
Asset Size (Cr) ₹1067 Cr ₹1067 Cr ₹5705 Cr
Min Investment ₹100 ₹100 ₹1000
Min SIP Invesment ₹200000 ₹200000 ₹500
Min Addl Investment ₹100 ₹100 ₹1000
Launch Date 02 Jan 2013 02 Jan 2013 27 May 2015
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 % % 39%
Expense Ratio 0.75 0.75 1.42
Manager Dwijendra Srivastava Dwijendra Srivastava Pradeep Kesavan
ISIN Code INF173K01GZ9 INF173K01GZ9 INF200KA1DA4
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 SBI Equity Savings Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 15 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 SBI Equity Savings Fund - Regular Plan - Growth
1 Month 1.85% 1.85% 2.51%
6 Month 2.71% 2.71% 1.61%
1 Year 9.73% 9.73% 7.96%
3 Year 12.9% 12.9% 10.22%
5 Year 16.27% 16.27% 13.49%

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 SBI Equity Savings Fund - Regular Plan - Growth
6 Month 2.43% 2.43% 2.03%
1 Year 6.61% 6.61% 4.53%
3 Year 13.5% 13.5% 10.95%
5 Year 13.59% 13.59% 10.69%

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 SBI Equity Savings Fund - Regular Plan - Growth
1 Year 9.43% 9.43% 9.28%
3 Year 9.27% 9.27% 9.03%
5 Year 10.01% 10.01% 8.69%

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 SBI Equity Savings Fund - Regular Plan - Growth
Standard Deviation 5.681% 5.681% 4.73%
Sharp 0.875% 0.875% 0.33%
Beta - - 0.91%
Alpha - - 0.71%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 SBI Equity Savings Fund - Regular Plan - Growth
Name Dwijendra Srivastava Dwijendra Srivastava Pradeep Kesavan
Total AUM ₹14140 Cr ₹14140 Cr ₹434274 Cr
Funds Managed 14 14 43
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 SBI 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

SBI Equity Savings Fund - Regular Plan - Growth

Others 27.55 27.55 34.27
Large Cap 58.49 58.49 42.02
Mid Cap 8.77 8.77 7.16
Small Cap 5.19 5.19 16.55

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

SBI Equity Savings Fund - Regular Plan - Growth

Others 27.69 27.69 33.39
Energy 8.35 8.35 4.29
Technology 8.85 8.85 1.6
Basic Materials 2.65 2.65 7.46
Industrials 6.64 6.64 6.66
Financial Services 21.31 21.31 27.03
Consumer Defensive 4.31 4.31 0.13
Healthcare 3.57 3.57 3.39
Consumer Cyclical 10.06 10.06 12.41
Communication Services 5.78 5.78 1.48
Real Estate 0.25 0.25 0.8
Utilities 0.54 0.54 1.36

Top Comparisons

SBI Credit Risk Fund - Regular Plan - Growth SBI Credit Risk Fund - Regular Plan - Growth

3Y Returns7.65%

VS

DSP Credit Risk Fund - Regular Plan -Growth DSP Credit Risk Fund - Regular Plan -Growth

3Y Returns13.96%

Compare Now

Edelweiss Government Securities Fund - Regular Plan - Growth Option Edelweiss Government Securities Fund - Regular Plan - Growth Option

3Y Returns7.94%

VS

HSBC Gilt Fund - Regular Growth HSBC Gilt Fund - Regular Growth

3Y Returns7.21%

Compare Now

Nippon India Strategic Debt Fund - Growth Option Nippon India Strategic Debt Fund - Growth Option

3Y Returns6.96%

VS

HSBC Medium Duration Fund - Regular Growth HSBC Medium Duration Fund - Regular Growth

3Y Returns7.23%

Compare Now

ICICI Prudential Passive Multi-Asset Fund of Funds - Growth ICICI Prudential Passive Multi-Asset Fund of Funds - Growth

3Y Returns13.63%

VS

HDFC Multi-Asset Active FOF - Growth HDFC Multi-Asset Active FOF - Growth

3Y Returns15.68%

Compare Now
Add to Cart Successfully