Axis 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
Invest NowSundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
Invest NowAxis ELSS Tax Saver Fund - Regular Plan - 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 | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|---|
Fund | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Average | Average | Very High |
Asset Size (Cr) | ₹1356 Cr | ₹1356 Cr | ₹37109 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 | 05 Dec 2009 |
Category | ELSS | ELSS | ELSS |
Fund Type | Open Ended | Open-Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | % | % | 25% |
Expense Ratio | 2.19 | 2.19 | 1.52 |
Manager | Sudhir Kedia | Sudhir Kedia | Shreyash Devalkar |
ISIN Code | INF173K01361 | INF173K01361 | INF846K01131 |
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 | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|---|
1 Month | -6.34% | -6.34% | -5.74% |
6 Month | 3.15% | 3.15% | 5.86% |
1 Year | 21.33% | 21.33% | 23.85% |
3 Year | 12.03% | 12.03% | 5.84% |
5 Year | 18.15% | 18.15% | 13.53% |
Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|---|
6 Month | - | - | - |
1 Year | 15.29% | 15.29% | 17.78% |
3 Year | 19.18% | 19.18% | 17.42% |
5 Year | 20.59% | 20.59% | 15.67% |
Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|---|
1 Year | 19% | 19% | 14.64% |
3 Year | 16.75% | 16.75% | 14.38% |
5 Year | 14.41% | 14.41% | 17% |
Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|---|
Standard Deviation | 11.66% | 11.66% | 15.43% |
Sharp | 0.62% | 0.62% | 0.14% |
Beta | 0.87% | 0.87% | 1.03% |
Alpha | -0.24% | -0.24% | -7.1% |
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 | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|---|
Name | Sudhir Kedia | Sudhir Kedia | Shreyash Devalkar |
Total AUM | ₹10423 Cr | ₹10423 Cr | ₹166770 Cr |
Fund Manage | 8 | 8 | 14 |
Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|---|
Others | 9.41 | 9.41 | 8.05 |
Large Cap | 67.45 | 67.45 | 65.09 |
Small Cap | 12.66 | 12.66 | 1.57 |
Mid Cap | 10.42 | 10.42 | 25.26 |
Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|---|
Others | 3.29 | 3.29 | 4.44 |
Communication | 4.3 | 4.3 | 2.29 |
Energy | 6.62 | 6.62 | 9.65 |
Technology | 8.24 | 8.24 | 8.01 |
Capital Goods | 6.07 | 6.07 | 3.93 |
Materials | 2.35 | 2.35 | 4.02 |
Construction | 3.09 | 3.09 | 1.65 |
Financial | 28.95 | 28.95 | 23.42 |
Consumer Staples | 5.93 | 5.93 | 4.5 |
Healthcare | 7.44 | 7.44 | 8.44 |
Chemicals | 1.7 | 1.7 | 6.41 |
Metals & Mining | 0.9 | 0.9 | 0.62 |
Automobile | 6.19 | 6.19 | 9.17 |
Consumer Discretionary | 3.08 | 3.08 | 0.54 |
Services | 10.2 | 10.2 | 11.47 |
Unclassified | 1.59 | 1.59 | - |
Insurance | - | - | 0.98 |
Diversified | - | - | 0.43 |
Top Comparisons
Tata ELSS Tax Saver Fund-Growth-Regular Plan
3Y Returns14.29%
Axis ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns5.84%
WhiteOak Capital Multi Cap Fund - Regular (G)
3Y Returns0%
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
3Y Returns13.96%
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
3Y Returns25.01%
HSBC Infrastructure Fund - Regular Growth
3Y Returns24.03%
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
3Y Returns0%
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option
3Y Returns16.54%