ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND 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
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Chart Comparison
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|---|
| Fund | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Average | Average | Very High |
| Asset Size (Cr) | ₹1356 Cr | ₹1356 Cr | ₹16326 Cr |
| Min Investment | ₹500 | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹500 | ₹500 |
| Launch Date | 01 May 2013 | 01 May 2013 | 29 Mar 1996 |
| Category | ELSS | ELSS | ELSS |
| Fund Type | Open Ended | Open-Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | % | % | 26% |
| Expense Ratio | 2.19 | 2.19 | 1.68 |
| Manager | Sudhir Kedia | Sudhir Kedia | Atul Penkar |
| ISIN Code | INF173K01361 | INF173K01361 | INF209K01108 |
| 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 | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|---|
| 1 Month | -1.32% | -1.32% | -1.31% |
| 6 Month | 14.65% | 14.65% | 18.42% |
| 1 Year | 30.85% | 30.85% | 34.45% |
| 3 Year | 14.1% | 14.1% | 11.73% |
| 5 Year | 21.03% | 21.03% | 15.01% |
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 14.28% | 14.28% | 15.99% |
| 3 Year | 34.19% | 34.19% | 30.49% |
| 5 Year | 70.65% | 70.65% | 47.62% |
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|---|
| 1 Year | 22.1% | 22.1% | 15.28% |
| 3 Year | 54.1% | 54.1% | 36.01% |
| 5 Year | 76.52% | 76.52% | 53.59% |
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|---|
| Standard Deviation | 11.66% | 11.66% | 11.52% |
| Sharp | 0.85% | 0.85% | 0.57% |
| Beta | 0.87% | 0.87% | 0.92% |
| Alpha | 0.43% | 0.43% | -3.16% |
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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 | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|---|
| Name | Sudhir Kedia | Sudhir Kedia | Atul Penkar |
| Total AUM | ₹10423 Cr | ₹10423 Cr | ₹21393 Cr |
| Fund Manage | 8 | 8 | 3 |
| Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
| Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|---|
| Others | 9.41 | 9.41 | 1.44 |
| Large Cap | 67.45 | 67.45 | 65.43 |
| Small Cap | 12.66 | 12.66 | 12.19 |
| Mid Cap | 10.42 | 10.42 | 20.95 |
| Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|---|
| Others | 3.29 | 3.29 | 1.44 |
| Communication | 4.3 | 4.3 | 3.57 |
| Energy | 6.62 | 6.62 | 9.45 |
| Technology | 8.24 | 8.24 | 6.45 |
| Capital Goods | 6.07 | 6.07 | 3.27 |
| Materials | 2.35 | 2.35 | 2.35 |
| Construction | 3.09 | 3.09 | 5.76 |
| Financial | 28.95 | 28.95 | 23.09 |
| Consumer Staples | 5.93 | 5.93 | 6.32 |
| Healthcare | 7.44 | 7.44 | 7.92 |
| Chemicals | 1.7 | 1.7 | 1.97 |
| Metals & Mining | 0.9 | 0.9 | 1.86 |
| Automobile | 6.19 | 6.19 | 9.97 |
| Consumer Discretionary | 3.08 | 3.08 | 3.68 |
| Services | 10.2 | 10.2 | 11.2 |
| Unclassified | 1.59 | 1.59 | - |
| Insurance | - | - | 1.15 |
| Diversified | - | - | 0.56 |
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