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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
Overview
| 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 | Very High | Very High |
| Asset Size (Cr) | ₹13549 Cr | ₹1299 Cr | ₹1299 Cr |
| Min Investment | ₹500 | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 | ₹500 |
| Launch Date | 19 Aug 1999 | 31 Mar 1996 | 31 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 | 29% | % | % |
| Expense Ratio | 1.73 | 2.23 | 2.23 |
| Manager | Mittul Kalawadia | Sudhir Kedia | Sudhir Kedia |
| ISIN Code | INF109K01464 | INF173K01361 | INF173K01361 |
| Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| 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 | 7.2% | 6.28% | 6.28% |
| 6 Month | -11.44% | -9.68% | -9.68% |
| 1 Year | 8.49% | 6.23% | 6.23% |
| 3 Year | 14.03% | 12.97% | 12.97% |
| 5 Year | 25.99% | 25.27% | 25.27% |
SIP Return Analysis
| 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 | -1.85% | -3.18% | -3.18% |
| 1 Year | -3.02% | -6.22% | -6.22% |
| 3 Year | 15.2% | 13.28% | 13.28% |
| 5 Year | 16.95% | 16.14% | 16.14% |
Rolling Lumpsum Returns
| 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 | 13.73% | 18.94% | 18.94% |
| 3 Year | 15.85% | 16.61% | 16.61% |
| 5 Year | 16.42% | 14.51% | 14.51% |
Risk Management
| 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 | 0.46% | 0.44% | 0.44% |
| Beta | 0.88% | 0.87% | 0.87% |
| Alpha | 0.1% | -0.29% | -0.29% |
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Fund Managers
| 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 |
| Funds Managed | 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 |
Market Cap
| 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 | 1.14 | 7.28 | 7.28 |
| Large Cap | 73.38 | 67.25 | 67.25 |
| Mid Cap | 11.36 | 13.73 | 13.73 |
| Small Cap | 14.13 | 11.74 | 11.74 |
Sector Allocation
| 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 | 1.12 | 5.2 | 5.2 |
| Energy | 5.33 | 5.45 | 5.45 |
| Technology | 4.59 | 8.28 | 8.28 |
| Healthcare | 11.71 | 7.16 | 7.16 |
| Industrials | 7.85 | 12.7 | 12.7 |
| Financial Services | 31.89 | 31.35 | 31.35 |
| Basic Materials | 3.06 | 4.59 | 4.59 |
| Consumer Cyclical | 16.04 | 10.84 | 10.84 |
| Consumer Defensive | 7.45 | 7.12 | 7.12 |
| Communication Services | 6.57 | 5.93 | 5.93 |
| Utilities | 3.36 | 1.38 | 1.38 |
| Real Estate | 1.02 | - | - |
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