Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) vs Tata 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
Tata 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 | Tata 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 | Tata Equity Savings Fund -Regular Plan-Growth Option |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Moderate | Moderate | Low to Moderate |
Asset Size (Cr) | ₹1049 Cr | ₹1049 Cr | ₹265 Cr |
Min Investment | ₹100 | ₹100 | ₹5000 |
Min SIP Invesment | ₹200000 | ₹200000 | ₹100 |
Min Addl Investment | ₹100 | ₹100 | ₹1000 |
Launch Date | 02 Jan 2013 | 02 Jan 2013 | 18 Aug 2003 |
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 | % | % | 59.93% |
Expense Ratio | 0.75 | 0.75 | 1.13 |
Manager | Dwijendra Srivastava | Dwijendra Srivastava | Sailesh Jain |
ISIN Code | INF173K01GZ9 | INF173K01GZ9 | INF277K01907 |
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 | Tata Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 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 | Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|---|
1 Month | 1.57% | 1.57% | 0.73% |
6 Month | 4.68% | 4.68% | 4.12% |
1 Year | 9.61% | 9.61% | 6.4% |
3 Year | 15.51% | 15.51% | 10.75% |
5 Year | 15.91% | 15.91% | 10.57% |
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 | Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|---|
6 Month | 4.17% | 4.17% | 3.24% |
1 Year | 9.93% | 9.93% | 8.56% |
3 Year | 14.05% | 14.05% | 10.67% |
5 Year | 13.78% | 13.78% | 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 | Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|---|
1 Year | 9.52% | 9.52% | 7.11% |
3 Year | 9.37% | 9.37% | 7.08% |
5 Year | 10.08% | 10.08% | 6.92% |
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 | Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|---|
Standard Deviation | 5.44% | 5.44% | 3.74% |
Sharp | 1.43% | 1.43% | 1.09% |
Beta | - | - | - |
Alpha | - | - | - |
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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 | Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|---|
Name | Dwijendra Srivastava | Dwijendra Srivastava | Sailesh Jain |
Total AUM | ₹14140 Cr | ₹14140 Cr | ₹17041 Cr |
Funds Managed | 14 | 14 | 7 |
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 | Tata 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 |
Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|---|
Others | 27.55 | 27.55 | 33.5 |
Large Cap | 58.49 | 58.49 | 58.62 |
Mid Cap | 8.77 | 8.77 | 7.06 |
Small Cap | 5.19 | 5.19 | 0.82 |
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 |
Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|---|
Others | 27.69 | 27.69 | 32.9 |
Energy | 8.35 | 8.35 | 4.5 |
Technology | 8.85 | 8.85 | 5.07 |
Basic Materials | 2.65 | 2.65 | 4.4 |
Industrials | 6.64 | 6.64 | 10.71 |
Financial Services | 21.31 | 21.31 | 22.14 |
Consumer Defensive | 4.31 | 4.31 | 4.6 |
Healthcare | 3.57 | 3.57 | 3.64 |
Consumer Cyclical | 10.06 | 10.06 | 1.56 |
Communication Services | 5.78 | 5.78 | 5.93 |
Real Estate | 0.25 | 0.25 | - |
Utilities | 0.54 | 0.54 | 4.54 |
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