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

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

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

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tortoise-icon Edelweiss Equity Savings Fund - Regular Plan - Growth Option

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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 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) ₹990 Cr ₹990 Cr ₹539 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 0.61 0.61 1.59
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 -0.64% -0.64% -0.76%
6 Month 1.45% 1.45% 1.98%
1 Year 11.37% 11.37% 9.78%
3 Year 11.7% 11.7% 9.23%
5 Year 14.25% 14.25% 10.16%

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 Year 7.73% 7.73% 8.04%
3 Year 13.58% 13.58% 11.43%
5 Year 14.03% 14.03% 10.6%

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 9.43% 9.43% 8.68%
3 Year 9.27% 9.27% 8.78%
5 Year 10.01% 10.01% 8.77%

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 5.34% 5.34% 3.86%
Sharp 1.16% 1.16% 0.63%
Beta 0.97% 0.97% 0.23%
Alpha 3.27% 3.27% 1.16%

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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 Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Name Dwijendra Srivastava Dwijendra Srivastava Dhawal Dalal
Total AUM ₹14140 Cr ₹14140 Cr ₹25974 Cr
Fund Manage 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 0.22 28.8 35.98
Large Cap 50.55 53.45 43.95
Mid Cap 8.69 10.77 15.51
Small Cap 9.22 6.25 4.55

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

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Others 0.22 28.8 56.09
Petroleum Products 6.47 8.78 -
IT - Software 6.97 6.11 -
Cement & Cement Products 2.07 1.24 -
Construction 1.83 2.4 1.57
Ferrous Metals 0.19 0.54 -
Consumer Durables 1.86 1.59 -
Banks 15.31 15.79 -
Diversified FMCG 1.74 1.51 -
Non - Ferrous Metals 0.96 0.86 -
Pharmaceuticals & Biotechnology 4.48 4.29 -
Automobiles 5.21 7.04 -
Finance 2.92 2.73 -
Transport Services 2.08 2.29 -
Electrical Equipment 3.09 2.41 -
Realty 0.29 0.28 -
Industrial Products 0.71 - -
Telecom - Services 5.86 5.76 -
Metals & Minerals Trading 0.38 0.3 -
Auto Components 0.42 0.39 -
Retailing 1.36 1.91 -
Beverages 0.93 0.94 -
Capital Markets 2.07 1.8 -
Power 0.37 0.57 -
Transport Infrastructure 0.32 0.27 -
Insurance 0.57 0.67 -
Financial - - 8.36
Textiles - - 0.17
Automobile - - 2.04
Healthcare - - 1.85
Services - - 2.52
Metals & Mining - - 0.38
Energy - - 2.58
Materials - - 0.9
Capital Goods - - 0.67
Communication - - 0.96
Sovereign - - 15.22
Technology - - 2.13
Consumer Staples - - 1.65
Chemicals - - 0.47
Unclassified - - 2.43

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