SBI 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
SBI 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 | 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 | 2.17% | 2.17% | 2.48% |
6 Month | 4.98% | 4.98% | 3.28% |
1 Year | 11.34% | 11.34% | 9.19% |
3 Year | 14.69% | 14.69% | 12.18% |
5 Year | 17.23% | 17.23% | 14.37% |
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 | 3.87% | 3.87% | 3.79% |
1 Year | 9.34% | 9.34% | 7.47% |
3 Year | 14.1% | 14.1% | 11.72% |
5 Year | 13.81% | 13.81% | 11.03% |
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% | 0.67% |
Beta | - | - | 0.93% |
Alpha | - | - | 0.67% |
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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 | 3.98 |
Large Cap | 58.49 | 58.49 | 44.38 |
Mid Cap | 8.77 | 8.77 | 7.94 |
Small Cap | 5.19 | 5.19 | 15.61 |
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 | -2.92 |
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 | - | - | 1.48 |
Petroleum Products | - | - | 5.74 |
Electrical Equipment | - | - | 0.26 |
IT - Software | - | - | 1.43 |
Pharmaceuticals & Biotechnology | - | - | 0.82 |
Cement & Cement Products | - | - | 2.65 |
Construction | - | - | 3.13 |
Ferrous Metals | - | - | 0.55 |
Finance | - | - | 3.12 |
Capital Markets | - | - | 0.97 |
Banks | - | - | 22.51 |
Retailing | - | - | 0.58 |
Non - Ferrous Metals | - | - | 1.74 |
Realty | - | - | 3.85 |
Leisure Services | - | - | 2.95 |
Consumer Durables | - | - | 1.86 |
Aerospace & Defense | - | - | 0.42 |
Fertilizers & Agrochemicals | - | - | 0.9 |
Chemicals & Petrochemicals | - | - | 1.22 |
Transport Infrastructure | - | - | 4.33 |
Automobiles | - | - | 3.26 |
Insurance | - | - | 0.17 |
Gas | - | - | 0.04 |
Transport Services | - | - | 0.9 |
Industrial Products | - | - | 1.11 |
Diversified Metals | - | - | 0.05 |
Oil | - | - | 0.1 |
Power | - | - | 1.49 |
Textiles & Apparels | - | - | 2.13 |
Household Products | - | - | 0.31 |
Auto Components | - | - | 2.47 |
Metals & Minerals Trading | - | - | 0.09 |
Healthcare Services | - | - | 1.94 |
Consumable Fuels | - | - | 0.02 |
Minerals & Mining | - | - | 0.1 |
Beverages | - | - | 0.14 |
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