- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) vs Edelweiss 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
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
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 | Edelweiss Equity Savings Fund - Regular Plan - 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 | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderate | Moderate | Moderate |
| Asset Size (Cr) | ₹1207 Cr | ₹1207 Cr | ₹1106 Cr |
| Min Investment | ₹100 | ₹100 | ₹100 |
| Min SIP Invesment | ₹200000 | ₹200000 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 | ₹100 |
| Launch Date | 02 Jan 2013 | 02 Jan 2013 | 13 Oct 2014 |
| 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 | % | % | 87% |
| Expense Ratio | 0.75 | 0.75 | 1.6 |
| Manager | Dwijendra Srivastava | Dwijendra Srivastava | Dhawal Dalal |
| ISIN Code | INF173K01GZ9 | INF173K01GZ9 | INF843K01KG9 |
| 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 |
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 | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | - | - | -0.06% |
| 6 Month | - | - | 3% |
| 1 Year | - | - | 8.01% |
| 3 Year | - | - | 11.32% |
| 5 Year | - | - | 9.31% |
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 | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | - | - | 1.22% |
| 1 Year | - | - | 8.03% |
| 3 Year | - | - | 10.07% |
| 5 Year | - | - | 9.76% |
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 | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | - | - | 8.62% |
| 3 Year | - | - | 9.04% |
| 5 Year | - | - | 9.18% |
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 | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | 5.03% | 5.03% | 3.86% |
| Sharp | 1.22% | 1.22% | 1.49% |
| Beta | - | - | 0.71% |
| Alpha | - | - | 2.32% |
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 | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Name | Dwijendra Srivastava | Dwijendra Srivastava | Dhawal Dalal |
| Total AUM | ₹14140 Cr | ₹14140 Cr | ₹25974 Cr |
| Funds Managed | 14 | 14 | 12 |
| 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 | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
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 |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 27.55 | 27.55 | -7.85 |
| Large Cap | 58.49 | 58.49 | 42.87 |
| Mid Cap | 8.77 | 8.77 | 16.94 |
| Small Cap | 5.19 | 5.19 | 6.83 |
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 |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 27.69 | 27.69 | -8.01 |
| 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 | - | - | 5.8 |
| Power | - | - | 1.15 |
| IT - Software | - | - | 3.43 |
| Auto Components | - | - | 0.87 |
| Pharmaceuticals & Biotechnology | - | - | 2.27 |
| Construction | - | - | 0.97 |
| Ferrous Metals | - | - | 1.21 |
| Finance | - | - | 2.24 |
| Healthcare Services | - | - | 1.15 |
| Banks | - | - | 17.77 |
| Diversified FMCG | - | - | 0.61 |
| Non - Ferrous Metals | - | - | 1.65 |
| Cement & Cement Products | - | - | 2.84 |
| Financial Technology (Fintech) | - | - | 0.38 |
| Leisure Services | - | - | 0.37 |
| Aerospace & Defense | - | - | 0.72 |
| Electrical Equipment | - | - | 0.79 |
| Chemicals & Petrochemicals | - | - | 0.6 |
| Realty | - | - | 0.84 |
| Retailing | - | - | 1.35 |
| Insurance | - | - | 0.83 |
| Other Consumer Services | - | - | 0.17 |
| Automobiles | - | - | 1.55 |
| Commercial Services & Supplies | - | - | 0.08 |
| Telecom - Services | - | - | 5.86 |
| Capital Markets | - | - | 1.04 |
| Gas | - | - | 0.11 |
| IT - Services | - | - | 0.07 |
| Food Products | - | - | 0.23 |
| Agricultural Food & other Products | - | - | 0.3 |
| Beverages | - | - | 0.41 |
| Diversified Metals | - | - | 0.45 |
| Oil | - | - | 0.05 |
| Industrial Manufacturing | - | - | 0.36 |
| Consumer Durables | - | - | 1.03 |
| Metals & Minerals Trading | - | - | 0.29 |
| Industrial Products | - | - | 1 |
| Consumable Fuels | - | - | 0.02 |
| Minerals & Mining | - | - | 0.68 |
| Fertilizers & Agrochemicals | - | - | 3.36 |
| Transport Services | - | - | 0.16 |
| Transport Infrastructure | - | - | 1.58 |
| Textiles & Apparels | - | - | 0.16 |
Top Comparisons
ICICI Prudential Smallcap Fund - Growth
3Y Returns15.55%
Mahindra Manulife Small Cap Fund - Regular Plan - Growth
3Y Returns23.76%
Kotak Midcap Fund - Growth
3Y Returns20.77%
PGIM India Midcap Fund - Regular Plan - Growth Option
3Y Returns12.87%
Nippon India Consumption Fund-Growth Plan-Growth Option
3Y Returns15.46%
UTI India Consumer Fund - Regular Plan - Growth Option
3Y Returns15.69%
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns16.54%
LIC MF Large & Mid Cap Fund Regular-Growth
3Y Returns17.42%
