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

Link copied to clipboard!

tortoise-icon Sundaram ELSS Tax Saver Fund Regular Growth

Invest Now

tortoise-icon Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth

Invest Now

tortoise-icon 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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

Trailing Lumpsum Returns

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% -

SIP Return Analysis

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% -

Rolling Lumpsum Returns

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% -

Risk Management

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 Guidance
fund-icons

Fund Managers

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

Market Cap

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

Sector Allocation

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 HDFC Equity Savings Fund - GROWTH PLAN

3Y Returns9.53%

VS

Mirae Asset Equity Savings Fund- Regular Plan- Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth

3Y Returns9%

Compare Now

Tata Ultra Short Term Fund-Regular Plan-Growth Tata Ultra Short Term Fund-Regular Plan-Growth

3Y Returns5.69%

VS

HSBC Ultra Short Duration Fund - Regular Growth HSBC Ultra Short Duration Fund - Regular Growth

3Y Returns6.15%

Compare Now

ICICI Prudential Multicap Fund - Growth ICICI Prudential Multicap Fund - Growth

3Y Returns17.45%

VS

Tata Multicap Fund - Regular Plan - Growth Tata Multicap Fund - Regular Plan - Growth

3Y Returns0%

Compare Now

Kotak Focused Equity Fund- Regular plan _ Growth Option Kotak Focused Equity Fund- Regular plan _ Growth Option

3Y Returns12.22%

VS

Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option

3Y Returns9.35%

Compare Now
Request call back
Add to Cart Successfully