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Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) vs SBI 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 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 2.68% 2.68% 3.07%
6 Month 5.15% 5.15% 3.15%
1 Year 11.65% 11.65% 9.44%
3 Year 14.56% 14.56% 12.28%
5 Year 17.01% 17.01% 14.03%

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 2.1% 2.1% 1.49%
1 Year 5.92% 5.92% 2.93%
3 Year 12.89% 12.89% 10.17%
5 Year 13.13% 13.13% 10.14%

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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