360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular vs Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth compare
Sundaram ELSS Tax Saver Fund Regular Growth
Invest NowSundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
Invest Now360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth
Invest NowChart Comparison
Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|---|
Fund | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Average | Average | Very High |
Asset Size (Cr) | ₹1356 Cr | ₹1356 Cr | ₹71 Cr |
Min Investment | ₹500 | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 | ₹500 |
Launch Date | 01 May 2013 | 01 May 2013 | 04 Dec 2022 |
Category | ELSS | ELSS | ELSS |
Fund Type | Open Ended | Open-Ended | Open-ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI | NIFTY 50 TRI |
Turn Over | % | % | % |
Expense Ratio | 2.19 | 2.19 | 0.52 |
Manager | Sudhir Kedia | Sudhir Kedia | Parijat Garg |
ISIN Code | INF173K01361 | INF173K01361 | INF579M01AL6 |
Exits Load | Nil/365 | Nil/365 | Nil/365 |
Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|---|
1 Month | -6.36% | -6.36% | -3.18% |
6 Month | 5.36% | 5.36% | 10.03% |
1 Year | 23.49% | 23.49% | 24.98% |
3 Year | 11.6% | 11.6% | - |
5 Year | 18.69% | 18.69% | - |
Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|---|
6 Month | - | - | - |
1 Year | 15.29% | 15.29% | 13.05% |
3 Year | 19.18% | 19.18% | - |
5 Year | 20.59% | 20.59% | - |
Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|---|
1 Year | 19% | 19% | 26.22% |
3 Year | 16.75% | 16.75% | - |
5 Year | 14.41% | 14.41% | - |
Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|---|
Standard Deviation | 11.66% | 11.66% | - |
Sharp | 0.62% | 0.62% | - |
Beta | 0.87% | 0.87% | - |
Alpha | -0.24% | -0.24% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts GuidanceScheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|---|
Name | Sudhir Kedia | Sudhir Kedia | Parijat Garg |
Total AUM | ₹10423 Cr | ₹10423 Cr | ₹151 Cr |
Fund Manage | 8 | 8 | 2 |
Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|---|
Others | 9.41 | 9.41 | 1.22 |
Large Cap | 67.45 | 67.45 | 98.17 |
Small Cap | 12.66 | 12.66 | - |
Mid Cap | 10.42 | 10.42 | 0.59 |
Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|---|
Others | 3.29 | 3.29 | 0.32 |
Communication | 4.3 | 4.3 | 3.44 |
Energy | 6.62 | 6.62 | 14.72 |
Technology | 8.24 | 8.24 | 12.27 |
Capital Goods | 6.07 | 6.07 | - |
Materials | 2.35 | 2.35 | 4.38 |
Construction | 3.09 | 3.09 | 4.25 |
Financial | 28.95 | 28.95 | 32.91 |
Consumer Staples | 5.93 | 5.93 | 8.01 |
Healthcare | 7.44 | 7.44 | 4.23 |
Chemicals | 1.7 | 1.7 | - |
Metals & Mining | 0.9 | 0.9 | 3.14 |
Automobile | 6.19 | 6.19 | 7.77 |
Consumer Discretionary | 3.08 | 3.08 | 1.5 |
Services | 10.2 | 10.2 | 1.77 |
Unclassified | 1.59 | 1.59 | - |
Insurance | - | - | 1.27 |
Top Comparisons
HDFC Equity Savings Fund - GROWTH PLAN
3Y Returns9.53%
Mirae Asset Equity Savings Fund- Regular Plan- Growth
3Y Returns9%
Tata Ultra Short Term Fund-Regular Plan-Growth
3Y Returns5.69%
HSBC Ultra Short Duration Fund - Regular Growth
3Y Returns6.15%
ICICI Prudential Multicap Fund - Growth
3Y Returns17.45%
Tata Multicap Fund - Regular Plan - Growth
3Y Returns0%
Kotak Focused Equity Fund- Regular plan _ Growth Option
3Y Returns12.22%
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
3Y Returns9.35%