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Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) vs Baroda BNP Paribas 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
Baroda BNP Paribas 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 | Baroda BNP Paribas 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 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderate | Moderate | Moderately High |
| Asset Size (Cr) | ₹1201 Cr | ₹1201 Cr | ₹281 Cr |
| Min Investment | ₹100 | ₹100 | ₹5000 |
| Min SIP Invesment | ₹200000 | ₹200000 | ₹250 |
| Min Addl Investment | ₹100 | ₹100 | ₹1000 |
| Launch Date | 02 Jan 2013 | 02 Jan 2013 | 29 Jul 2019 |
| 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 | % | % | 486% |
| Expense Ratio | 0.75 | 0.75 | 2.48 |
| Manager | Dwijendra Srivastava | Dwijendra Srivastava | Miten Vora |
| ISIN Code | INF173K01GZ9 | INF173K01GZ9 | INF955L01II9 |
| 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 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth charges 1.0% 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 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | - | - | 0.39% |
| 6 Month | - | - | 2.99% |
| 1 Year | - | - | 6.6% |
| 3 Year | - | - | 10.54% |
| 5 Year | - | - | 8.15% |
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 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | - | - | 2.46% |
| 1 Year | - | - | 10.2% |
| 3 Year | - | - | 9.66% |
| 5 Year | - | - | 9.23% |
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 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | - | - | 8.73% |
| 3 Year | - | - | 8.36% |
| 5 Year | - | - | 9.03% |
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 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 5.03% | 5.03% | 4.56% |
| Sharp | 1.22% | 1.22% | 0.83% |
| Beta | - | - | 1.09% |
| Alpha | - | - | 0.04% |
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 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Name | Dwijendra Srivastava | Dwijendra Srivastava | Miten Vora |
| Total AUM | ₹14140 Cr | ₹14140 Cr | ₹6478 Cr |
| Funds Managed | 14 | 14 | 6 |
| 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 | Baroda BNP Paribas 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 |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 27.55 | 27.55 | 59.84 |
| Large Cap | 58.49 | 58.49 | 49.14 |
| Mid Cap | 8.77 | 8.77 | 12.25 |
| Small Cap | 5.19 | 5.19 | 4.93 |
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 |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 27.69 | 27.69 | 56.11 |
| 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 | - |
| Petroleum Products | - | - | 3.85 |
| IT - Software | - | - | 4.12 |
| Construction | - | - | 2.82 |
| Healthcare Services | - | - | 0.66 |
| Pharmaceuticals & Biotechnology | - | - | 1.61 |
| Non - Ferrous Metals | - | - | 0.81 |
| Banks | - | - | 14.41 |
| Chemicals & Petrochemicals | - | - | 2.14 |
| Commercial Services & Supplies | - | - | 0.61 |
| Cement & Cement Products | - | - | 2.88 |
| Electrical Equipment | - | - | 2.14 |
| Ferrous Metals | - | - | 1.84 |
| Realty | - | - | 3.77 |
| IT - Services | - | - | 0.83 |
| Automobiles | - | - | 3.99 |
| Leisure Services | - | - | 1.16 |
| Finance | - | - | 3.56 |
| Insurance | - | - | 0.59 |
| Auto Components | - | - | 0.04 |
| Food Products | - | - | 0.68 |
| Power | - | - | 4.66 |
| Aerospace & Defense | - | - | 0.73 |
| Consumer Durables | - | - | 1.11 |
| Capital Markets | - | - | 0.83 |
| Telecom - Services | - | - | 3.97 |
| Financial Technology (Fintech) | - | - | 1.59 |
| Transport Services | - | - | 0.84 |
| Transport Infrastructure | - | - | 1.64 |
| Retailing | - | - | 1.01 |
| Beverages | - | - | 1.16 |
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