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
Invest NowSundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
Invest NowHDFC ELSS Tax saver Fund - Growth Plan
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 | 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 | Average | Average | Very High |
Asset Size (Cr) | ₹1356 Cr | ₹1356 Cr | ₹15678 Cr |
Min Investment | ₹500 | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹0 | ₹500 |
Min Addl Investment | ₹500 | ₹500 | ₹500 |
Launch Date | 01 May 2013 | 01 May 2013 | 05 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 | % | % | 36.4% |
Expense Ratio | 2.19 | 2.19 | 1.73 |
Manager | Sudhir Kedia | Sudhir Kedia | Dhruv Muchhal |
ISIN Code | INF173K01361 | INF173K01361 | INF179K01BB8 |
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 | HDFC ELSS Tax saver Fund - Growth Plan |
---|---|---|---|
1 Month | 3.92% | 3.92% | 1.2% |
6 Month | 19.31% | 19.31% | 19.01% |
1 Year | 29.86% | 29.86% | 47.09% |
3 Year | 16.7% | 16.7% | 25.91% |
5 Year | 22.09% | 22.09% | 23.51% |
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 | 14.28% | 14.28% | 20.44% |
3 Year | 34.19% | 34.19% | 51.61% |
5 Year | 70.65% | 70.65% | 94.31% |
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 | 22.1% | 22.1% | 24.54% |
3 Year | 54.1% | 54.1% | 69.28% |
5 Year | 76.52% | 76.52% | 101.07% |
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 | 0.9% | 0.9% | 1.57% |
Beta | 0.87% | 0.87% | 0.85% |
Alpha | 0.69% | 0.69% | 6.77% |
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 | 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 | 9.41 | 9.41 | 8.08 |
Large Cap | 67.45 | 67.45 | 77.32 |
Small Cap | 12.66 | 12.66 | 7.54 |
Mid Cap | 10.42 | 10.42 | 7.06 |
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 | 3.29 | 3.29 | 7.82 |
Communication | 4.3 | 4.3 | - |
Energy | 6.62 | 6.62 | - |
Technology | 8.24 | 8.24 | - |
Capital Goods | 6.07 | 6.07 | - |
Materials | 2.35 | 2.35 | - |
Construction | 3.09 | 3.09 | 1.02 |
Financial | 28.95 | 28.95 | - |
Consumer Staples | 5.93 | 5.93 | - |
Healthcare | 7.44 | 7.44 | - |
Chemicals | 1.7 | 1.7 | - |
Metals & Mining | 0.9 | 0.9 | - |
Automobile | 6.19 | 6.19 | - |
Consumer Discretionary | 3.08 | 3.08 | - |
Services | 10.2 | 10.2 | - |
Unclassified | 1.59 | 1.59 | - |
Telecom - Services | - | - | 5.14 |
Petroleum Products | - | - | 0.2 |
IT - Software | - | - | 10.43 |
Banks | - | - | 36.46 |
Agricultural, Commercial & Construction Vehicles | - | - | 1.32 |
Pharmaceuticals & Biotechnology | - | - | 7.77 |
Automobiles | - | - | 6.42 |
Aerospace & Defense | - | - | 2.35 |
Ferrous Metals | - | - | 0.78 |
Healthcare Services | - | - | 4.59 |
Insurance | - | - | 4.98 |
IT - Services | - | - | 0.64 |
Transport Services | - | - | 0.26 |
Consumer Durables | - | - | 1.79 |
Oil | - | - | 0.79 |
Entertainment | - | - | 0.39 |
Auto Components | - | - | 0.17 |
Retailing | - | - | 0.96 |
Power | - | - | 1.96 |
Realty | - | - | 2.29 |
Beverages | - | - | 0.9 |
Commercial Services & Supplies | - | - | 0.57 |
Top Comparisons
Kotak Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns0%
Invesco India Financial Services Fund - Retail Growth
3Y Returns18.11%
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option
3Y Returns10.24%
Edelweiss Asean Equity Off-shore Fund - Regular Plan - Growth Option
3Y Returns5.38%
ICICI Prudential Credit Risk Fund - Growth
3Y Returns6.61%
SBI Credit Risk Fund - Regular Plan - Growth
3Y Returns6.45%
DSP Top 100 Equity Fund - Regular Plan - Growth
3Y Returns15.94%
Axis Bluechip Fund - Regular Plan - Growth
3Y Returns9.66%