ICICI Prudential ELSS Tax Saver Fund (Tax Saving) vs Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth compare
ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth
Sundaram ELSS Tax Saver Fund Regular Growth
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
Chart Comparison
| Scheme Name | ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
|---|---|---|---|
| Fund | ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Average | Average |
| Asset Size (Cr) | ₹13935 Cr | ₹1356 Cr | ₹1356 Cr |
| Min Investment | ₹500 | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 | ₹0 |
| Min Addl Investment | ₹500 | ₹500 | ₹500 |
| Launch Date | 19 Aug 1999 | 01 May 2013 | 01 May 2013 |
| Category | ELSS | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended | Open-Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 29% | % | % |
| Expense Ratio | 1.72 | 2.19 | 2.19 |
| Manager | Mittul Kalawadia | Sudhir Kedia | Sudhir Kedia |
| ISIN Code | INF109K01464 | INF173K01361 | INF173K01361 |
| Exits Load | Nil/365 | Nil/365 | Nil/365 |
| Scheme Name | ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
|---|---|---|---|
| 1 Month | 6.74% | 5.34% | 5.34% |
| 6 Month | 23.46% | 20.2% | 20.2% |
| 1 Year | 36.75% | 31.14% | 31.14% |
| 3 Year | 17.58% | 17.37% | 17.37% |
| 5 Year | 21.52% | 21.62% | 21.62% |
| Scheme Name | ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 13.8% | 14.28% | 14.28% |
| 3 Year | 32.63% | 34.19% | 34.19% |
| 5 Year | 66.8% | 70.65% | 70.65% |
| Scheme Name | ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
|---|---|---|---|
| 1 Year | 21.17% | 22.1% | 22.1% |
| 3 Year | 51.02% | 54.1% | 54.1% |
| 5 Year | 72.23% | 76.52% | 76.52% |
| Scheme Name | ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
|---|---|---|---|
| Standard Deviation | 11.92% | 11.66% | 11.66% |
| Sharp | 0.84% | 0.9% | 0.9% |
| Beta | 0.89% | 0.87% | 0.87% |
| Alpha | -0.05% | 0.69% | 0.69% |
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| Scheme Name | ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
|---|---|---|---|
| Name | Mittul Kalawadia | Sudhir Kedia | Sudhir Kedia |
| Total AUM | ₹45730 Cr | ₹10423 Cr | ₹10423 Cr |
| Fund Manage | 5 | 8 | 8 |
| ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
| Scheme Name |
ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
|---|---|---|---|
| Others | 3.86 | 9.41 | 9.41 |
| Large Cap | 71.38 | 67.45 | 67.45 |
| Small Cap | 12.96 | 12.66 | 12.66 |
| Mid Cap | 11.83 | 10.42 | 10.42 |
| Scheme Name |
ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
|---|---|---|---|
| Others | 3.52 | 3.29 | 3.29 |
| Energy | 7.24 | 6.62 | 6.62 |
| Technology | 5.5 | 8.24 | 8.24 |
| Construction | 5.28 | 3.09 | 3.09 |
| Financial | 26.24 | 28.95 | 28.95 |
| Materials | 1.81 | 2.35 | 2.35 |
| Consumer Staples | 3.78 | 5.93 | 5.93 |
| Insurance | 4.83 | - | - |
| Healthcare | 11.32 | 7.44 | 7.44 |
| Chemicals | 0.12 | 1.7 | 1.7 |
| Capital Goods | 1.94 | 6.07 | 6.07 |
| Consumer Discretionary | 0.48 | 3.08 | 3.08 |
| Services | 13.2 | 10.2 | 10.2 |
| Communication | 5.03 | 4.3 | 4.3 |
| Automobile | 8.54 | 6.19 | 6.19 |
| Metals & Mining | 0.12 | 0.9 | 0.9 |
| Textiles | 1.08 | - | - |
| Unclassified | - | 1.59 | 1.59 |
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