SBI 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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SBI Equity Savings Fund - Regular Plan - Growth

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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	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	1.51%	1.51%	1.72%
6 Month	2.96%	2.96%	1.6%
1 Year	9.49%	9.49%	7.29%
3 Year	14.85%	14.85%	12.64%
5 Year	16.15%	16.15%	13.3%

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	4.36%	4.36%	4.87%
1 Year	9.48%	9.48%	8.51%
3 Year	13.75%	13.75%	11.63%
5 Year	13.54%	13.54%	10.95%

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	9.52%	9.52%	9.05%
3 Year	9.37%	9.37%	9.13%
5 Year	10.08%	10.08%	8.74%

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%	0.94%
Beta	-	-	0.91%
Alpha	-	-	1.22%

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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	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	9.46
Large Cap	58.49	58.49	41.39
Mid Cap	8.77	8.77	9.32
Small Cap	5.19	5.19	15.53

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	2.16
Energy	8.35	8.35	-
Technology	8.85	8.85	-
Basic Materials	2.65	2.65	-
Industrials	6.64	6.64	-
Financial Services	21.31	21.31	-
Consumer Defensive	4.31	4.31	-
Healthcare	3.57	3.57	-
Consumer Cyclical	10.06	10.06	-
Communication Services	5.78	5.78	-
Real Estate	0.25	0.25	-
Utilities	0.54	0.54	-
Telecom - Services	-	-	1.63
Petroleum Products	-	-	5.89
IT - Software	-	-	1.09
Pharmaceuticals & Biotechnology	-	-	0.16
Cement & Cement Products	-	-	2.1
Construction	-	-	3.14
Ferrous Metals	-	-	0.53
Finance	-	-	3.42
Capital Markets	-	-	1.09
Banks	-	-	22.89
Retailing	-	-	0.5
Non - Ferrous Metals	-	-	1.18
Realty	-	-	4.09
Leisure Services	-	-	3.22
Consumer Durables	-	-	1.89
Aerospace & Defense	-	-	0.47
Fertilizers & Agrochemicals	-	-	1.09
Chemicals & Petrochemicals	-	-	1.25
Transport Infrastructure	-	-	4.61
Automobiles	-	-	1.85
Insurance	-	-	0.16
Gas	-	-	0.05
Transport Services	-	-	1.01
Industrial Products	-	-	1.16
Oil	-	-	0.05
Power	-	-	1.58
Electrical Equipment	-	-	0.26
Textiles & Apparels	-	-	2.17
Auto Components	-	-	2.86
Metals & Minerals Trading	-	-	0.09
Consumable Fuels	-	-	0.02
Minerals & Mining	-	-	0.09
Beverages	-	-	0.16
Healthcare Services	-	-	1.79