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
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth
Chart 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 | ₹0 | ₹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 | 4.65% | 4.65% | 1.04% |
| 6 Month | 14.72% | 14.72% | 14.67% |
| 1 Year | 29.96% | 29.96% | 30.28% |
| 3 Year | 16.61% | 16.61% | - |
| 5 Year | 21.5% | 21.5% | - |
| 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 | 14.28% | 14.28% | 11.21% |
| 3 Year | 34.19% | 34.19% | 17.61% |
| 5 Year | 70.65% | 70.65% | 17.61% |
| 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 | 22.1% | 22.1% | 18.22% |
| 3 Year | 54.1% | 54.1% | 21.52% |
| 5 Year | 76.52% | 76.52% | 21.52% |
| 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 | 1.01% | 1.01% | - |
| Beta | 0.86% | 0.86% | - |
| Alpha | 0.54% | 0.54% | - |
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| 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 |
|---|---|---|---|
| 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 |
|---|---|---|---|
| Large Cap | 67.45 | 67.45 | 98.17 |
| Others | 9.41 | 9.41 | 1.22 |
| 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 |
|---|---|---|---|
| Financial | 28.95 | 28.95 | 32.91 |
| Energy | 6.62 | 6.62 | 14.72 |
| Technology | 8.24 | 8.24 | 12.27 |
| Others | 3.29 | 3.29 | 0.32 |
| Automobile | 6.19 | 6.19 | 7.77 |
| Construction | 3.09 | 3.09 | 4.25 |
| Healthcare | 7.44 | 7.44 | 4.23 |
| Communication | 4.3 | 4.3 | 3.44 |
| Services | 10.2 | 10.2 | 1.77 |
| Unclassified | 1.59 | 1.59 | - |
| Capital Goods | 6.07 | 6.07 | - |
| Materials | 2.35 | 2.35 | 4.38 |
| Consumer Discretionary | 3.08 | 3.08 | 1.5 |
| Consumer Staples | 5.93 | 5.93 | 8.01 |
| Chemicals | 1.7 | 1.7 | - |
| Metals & Mining | 0.9 | 0.9 | 3.14 |
| Insurance | - | - | 1.27 |
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