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BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH 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
BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH
Chart Comparison
Overview
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
|---|---|---|---|
| Fund | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High Risk | Very High Risk | Very High Risk |
| Asset Size (Cr) | ₹1299 Cr | ₹1299 Cr | ₹893 Cr |
| Min Investment | ₹500 | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 | ₹500 |
| Launch Date | 31 Mar 1996 | 31 Mar 1996 | 05 Jan 2006 |
| Category | ELSS | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | % | % | % |
| Expense Ratio | 2.23 | 2.23 | 2.2 |
| Manager | Sudhir Kedia | Sudhir Kedia | Miten Vora |
| ISIN Code | INF173K01361 | INF173K01361 | INF251K01985 |
| Exits Load | Data not available./365 | Data not available./365 | Data not available./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 | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
|---|---|---|---|
| 1 Month | -2.11% | -2.11% | -4.41% |
| 6 Month | -8.41% | -8.41% | -8.63% |
| 1 Year | 5.61% | 5.61% | 7.78% |
| 3 Year | 12.39% | 12.39% | 13.3% |
| 5 Year | 16.78% | 16.78% | 14.59% |
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 | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
|---|---|---|---|
| 6 Month | - | - | 10.68% |
| 1 Year | -6.49% | -6.49% | -6.71% |
| 3 Year | 12.56% | 12.56% | 15.91% |
| 5 Year | 16.49% | 16.49% | 16.25% |
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 | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
|---|---|---|---|
| 1 Year | 18.94% | 18.94% | 12.82% |
| 3 Year | 16.61% | 16.61% | 12.09% |
| 5 Year | 14.51% | 14.51% | 14.21% |
Risk Management
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
|---|---|---|---|
| Standard Deviation | 11.66% | 11.66% | 13.659% |
| Sharp | 0.48% | 0.48% | 0.592% |
| Beta | 0.88% | 0.88% | 0.919% |
| Alpha | -0.8% | -0.8% | 0.917% |
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Fund Managers
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
|---|---|---|---|
| Name | Sudhir Kedia | Sudhir Kedia | Miten Vora |
| Total AUM | ₹10423 Cr | ₹10423 Cr | ₹6478 Cr |
| Fund Manage | 8 | 8 | 6 |
| Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- 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 |
BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
|---|---|---|---|
| Others | 2.16 | 2.16 | 2.81 |
| Large Cap | 69.38 | 69.38 | 56.49 |
| Mid Cap | 16.11 | 16.11 | 27.05 |
| Small Cap | 12.49 | 12.49 | 13.71 |
Sector Allocation
| Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
|---|---|---|---|
| Others | 2.16 | 2.16 | 2.81 |
| Telecom - Services | 4.92 | 4.92 | 4.95 |
| Petroleum Products | 4.79 | 4.79 | 4.6 |
| IT - Software | 7.54 | 7.54 | 7.83 |
| Cement & Cement Products | 2.5 | 2.5 | 1.39 |
| Construction | 3.08 | 3.08 | 2.04 |
| Banks | 25.09 | 25.09 | 20.07 |
| Diversified FMCG | 3.36 | 3.36 | - |
| Pharmaceuticals & Biotechnology | 7.74 | 7.74 | 4.1 |
| Chemicals & Petrochemicals | 1.01 | 1.01 | 2.07 |
| Aerospace & Defense | 0.65 | 0.65 | 1.22 |
| Realty | 0.28 | 0.28 | 3.11 |
| Automobiles | 5.05 | 5.05 | 3.63 |
| Healthcare Services | 1.03 | 1.03 | 1.14 |
| Electrical Equipment | 2.26 | 2.26 | 5.32 |
| Finance | 4.31 | 4.31 | 3.91 |
| Gas | 0.61 | 0.61 | - |
| Industrial Products | 2.08 | 2.08 | 1 |
| Transport Services | 2.94 | 2.94 | - |
| Consumer Durables | 4.04 | 4.04 | 4.4 |
| Insurance | 1.65 | 1.65 | 1.22 |
| Agricultural Food & other Products | 0.89 | 0.89 | 0.95 |
| Oil | 0.79 | 0.79 | - |
| Auto Components | 0.97 | 0.97 | 1.98 |
| Retailing | 2.32 | 2.32 | 5.39 |
| Beverages | 2.15 | 2.15 | - |
| Capital Markets | 3.06 | 3.06 | 1.49 |
| Power | 0.99 | 0.99 | 3.28 |
| Transport Infrastructure | 0.48 | 0.48 | - |
| Leisure Services | 1.4 | 1.4 | - |
| Industrial Manufacturing | - | - | 3.26 |
| Personal Products | - | - | 2.07 |
| Non - Ferrous Metals | - | - | 1.43 |
| IT - Services | - | - | 1.1 |
| Financial Technology (Fintech) | - | - | 2.57 |
| Food Products | - | - | 1.73 |
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