HDFC 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
HDFC ELSS Tax saver Fund - Growth Plan
Chart Comparison
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|---|
| Fund | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | HDFC ELSS Tax saver Fund - Growth Plan |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹1351 Cr | ₹1351 Cr | ₹15935 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 | 02 Apr 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 | % | % | 36.4% |
| Expense Ratio | 2.21 | 2.21 | 1.71 |
| Manager | Sudhir Kedia | Sudhir Kedia | Dhruv Muchhal |
| ISIN Code | INF173K01361 | INF173K01361 | INF179K01BB8 |
| 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 | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|---|
| 1 Month | 2.15% | 2.15% | 0.72% |
| 6 Month | 1.59% | 1.59% | 2.91% |
| 1 Year | 16.33% | 16.33% | 22.3% |
| 3 Year | 14.9% | 14.9% | 22.13% |
| 5 Year | 18.63% | 18.63% | 20.59% |
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 10.18% | 10.18% | 13.06% |
| 3 Year | 18.34% | 18.34% | 25.83% |
| 5 Year | 20.15% | 20.15% | 25.82% |
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|---|
| 1 Year | 19% | 19% | 17.61% |
| 3 Year | 16.75% | 16.75% | 14.99% |
| 5 Year | 14.41% | 14.41% | 14.82% |
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|---|
| Standard Deviation | 11.66% | 11.66% | 11.39% |
| Sharp | 0.72% | 0.72% | 1.57% |
| Beta | 0.87% | 0.87% | 0.85% |
| Alpha | 0.11% | 0.11% | 6.77% |
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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 | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|---|
| Name | Sudhir Kedia | Sudhir Kedia | Dhruv Muchhal |
| Total AUM | ₹10423 Cr | ₹10423 Cr | ₹520687 Cr |
| Fund Manage | 8 | 8 | 40 |
| Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | HDFC ELSS Tax saver Fund - Growth Plan |
| Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|---|
| Others | 2.16 | 2.16 | 7.59 |
| Large Cap | 69.38 | 69.38 | 77.22 |
| Mid Cap | 16.11 | 16.11 | 5.65 |
| Small Cap | 12.49 | 12.49 | 9.54 |
| Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|---|
| Others | 2.16 | 2.16 | 7.59 |
| Telecom - Services | 4.92 | 4.92 | 5.35 |
| Petroleum Products | 4.79 | 4.79 | 0.17 |
| IT - Software | 7.54 | 7.54 | 8.25 |
| Cement & Cement Products | 2.5 | 2.5 | 1.56 |
| Construction | 3.08 | 3.08 | 1.02 |
| Banks | 25.09 | 25.09 | 36.8 |
| Diversified FMCG | 3.36 | 3.36 | - |
| Pharmaceuticals & Biotechnology | 7.74 | 7.74 | 7.45 |
| Chemicals & Petrochemicals | 1.01 | 1.01 | - |
| Aerospace & Defense | 0.65 | 0.65 | 1.47 |
| Realty | 0.28 | 0.28 | 1.44 |
| Automobiles | 5.05 | 5.05 | 8.99 |
| Healthcare Services | 1.03 | 1.03 | 4.39 |
| Electrical Equipment | 2.26 | 2.26 | - |
| Finance | 4.31 | 4.31 | - |
| Gas | 0.61 | 0.61 | - |
| Industrial Products | 2.08 | 2.08 | - |
| Transport Services | 2.94 | 2.94 | 0.22 |
| Consumer Durables | 4.04 | 4.04 | 1.95 |
| Insurance | 1.65 | 1.65 | 5.76 |
| Agricultural Food & other Products | 0.89 | 0.89 | - |
| Oil | 0.79 | 0.79 | 0.42 |
| Auto Components | 0.97 | 0.97 | 0.15 |
| Retailing | 2.32 | 2.32 | 0.84 |
| Beverages | 2.15 | 2.15 | 1 |
| Capital Markets | 3.06 | 3.06 | - |
| Power | 0.99 | 0.99 | 1.31 |
| Transport Infrastructure | 0.48 | 0.48 | - |
| Leisure Services | 1.4 | 1.4 | - |
| Agricultural, Commercial & Construction Vehicles | - | - | 1.18 |
| Ferrous Metals | - | - | 1.12 |
| IT - Services | - | - | 0.55 |
| Entertainment | - | - | 0.31 |
| Fertilizers & Agrochemicals | - | - | 0.18 |
| Commercial Services & Supplies | - | - | 0.53 |
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