ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth compare

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Sundaram ELSS Tax Saver Fund Regular Growth

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

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ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

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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	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	Very High	Very High	Very High
Asset Size (Cr)	₹1299 Cr	₹1299 Cr	₹14626 Cr
Min Investment	₹500	₹500	₹500
Min SIP Invesment	₹500	₹500	₹1000
Min Addl Investment	₹500	₹500	₹500
Launch Date	31 Mar 1996	31 Mar 1996	07 Mar 2008
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	2.23	2.23	1.7
Manager	Sudhir Kedia	Sudhir Kedia	Atul Penkar
ISIN Code	INF173K01361	INF173K01361	INF209K01108
Exits Load	Data not available./365	Data not available./365	Data not available./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	3.89%	3.89%	3.06%
6 Month	-3.14%	-3.14%	-6.74%
1 Year	9.39%	9.39%	9.26%
3 Year	13.89%	13.89%	11.45%
5 Year	24.77%	24.77%	16.51%

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	1.44%	1.44%	0.75%
1 Year	-0.86%	-0.86%	-4.19%
3 Year	14.52%	14.52%	12.77%
5 Year	16.51%	16.51%	11.68%

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	18.94%	18.94%	11.75%
3 Year	16.61%	16.61%	11.9%
5 Year	14.51%	14.51%	12.76%

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	0.45%	0.45%	0.29%
Beta	0.87%	0.87%	0.92%
Alpha	-0.18%	-0.18%	-2.4%

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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
Funds Managed	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	8.8	8.8	1.41
Large Cap	66.99	66.99	69.74
Mid Cap	13.18	13.18	14.72
Small Cap	11.03	11.03	14.15

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	7.25	7.25	1.41
Communication Services	4.95	4.95	-
Energy	5.37	5.37	-
Technology	8.27	8.27	-
Consumer Cyclical	10.61	10.61	-
Basic Materials	5.31	5.31	-
Industrials	11.74	11.74	-
Consumer Defensive	5.77	5.77	-
Financial Services	32.55	32.55	-
Healthcare	6.81	6.81	-
Utilities	1.37	1.37	-
Petroleum Products	-	-	5.59
IT - Software	-	-	8.82
Construction	-	-	3.17
Finance	-	-	7.17
Non - Ferrous Metals	-	-	0.87
Banks	-	-	20.98
Pharmaceuticals & Biotechnology	-	-	6.02
Chemicals & Petrochemicals	-	-	1.17
Paper, Forest & Jute Products	-	-	1.01
Healthcare Services	-	-	3.76
Cement & Cement Products	-	-	2.22
Automobiles	-	-	3.9
Personal Products	-	-	2.21
Transport Services	-	-	2.22
Diversified FMCG	-	-	1.24
Insurance	-	-	1.05
Realty	-	-	0.59
Retailing	-	-	4.24
Diversified Metals	-	-	0.94
Oil	-	-	1.59
Consumer Durables	-	-	2.73
Industrial Products	-	-	1.02
Leisure Services	-	-	2.08
Auto Components	-	-	1.74
Telecom - Services	-	-	3.62
Fertilizers & Agrochemicals	-	-	1.19
Industrial Manufacturing	-	-	1.49
Capital Markets	-	-	0.59
Power	-	-	1.3
Transport Infrastructure	-	-	1.96
Ferrous Metals	-	-	1.51
Beverages	-	-	0.62