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
Invest NowSundaram ELSS Tax Saver Fund Regular Growth
Invest NowSundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
Invest NowChart 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 | Very High | Very High |
Asset Size (Cr) | ₹14347 Cr | ₹1351 Cr | ₹1351 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 | 1.72 | 2.21 | 2.21 |
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 |
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 | -3.28% | -3.97% | -3.97% |
6 Month | -4.08% | -4.61% | -4.61% |
1 Year | 11.99% | 11.33% | 11.33% |
3 Year | 12.24% | 12.11% | 12.11% |
5 Year | 16.32% | 17.42% | 17.42% |
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 |
---|---|---|---|
6 Month | 11.35% | - | - |
1 Year | 2.31% | 1.59% | 1.59% |
3 Year | 16.2% | 15.32% | 15.32% |
5 Year | 18.23% | 18.15% | 18.15% |
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 | 13.68% | 19% | 19% |
3 Year | 16.14% | 16.75% | 16.75% |
5 Year | 16.31% | 14.41% | 14.41% |
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 | 0.53% | 0.62% | 0.62% |
Beta | 0.9% | 0.87% | 0.87% |
Alpha | -0.61% | 0.39% | 0.39% |
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Get Free Experts GuidanceScheme 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 | 1.34 | 2.16 | 2.16 |
Large Cap | 72.04 | 69.38 | 69.38 |
Mid Cap | 11.76 | 16.11 | 16.11 |
Small Cap | 14.88 | 12.49 | 12.49 |
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 | 1.34 | 2.16 | 2.16 |
Petroleum Products | 4.08 | 4.79 | 4.79 |
IT - Software | 5.18 | 7.54 | 7.54 |
Construction | 4.28 | 3.08 | 3.08 |
Finance | 3.29 | 4.31 | 4.31 |
Retailing | 8.53 | 2.32 | 2.32 |
Diversified FMCG | 1.23 | 3.36 | 3.36 |
Banks | 22.56 | 25.09 | 25.09 |
Pharmaceuticals & Biotechnology | 8.6 | 7.74 | 7.74 |
Chemicals & Petrochemicals | 0.07 | 1.01 | 1.01 |
Automobiles | 8.02 | 5.05 | 5.05 |
Electrical Equipment | 1.41 | 2.26 | 2.26 |
Cement & Cement Products | 1.92 | 2.5 | 2.5 |
Leisure Services | 1.82 | 1.4 | 1.4 |
Consumer Durables | 0.28 | 4.04 | 4.04 |
Textiles & Apparels | 1.01 | - | - |
Insurance | 5.75 | 1.65 | 1.65 |
Entertainment | 1.94 | - | - |
Oil | 1.25 | 0.79 | 0.79 |
Auto Components | 1.44 | 0.97 | 0.97 |
Telecom - Services | 4.96 | 4.92 | 4.92 |
Healthcare Services | 3.74 | 1.03 | 1.03 |
Diversified Fmcg | 0.49 | - | - |
Fertilizers & Agrochemicals | 0.05 | - | - |
Commercial Services & Supplies | 0.45 | - | - |
Industrial Products | 0.1 | 2.08 | 2.08 |
Transport Services | 0.56 | 2.94 | 2.94 |
Beverages | 0.87 | 2.15 | 2.15 |
Power | 3.64 | 0.99 | 0.99 |
Realty | 1.13 | 0.28 | 0.28 |
Transport Infrastructure | 0.03 | 0.48 | 0.48 |
Aerospace & Defense | - | 0.65 | 0.65 |
Gas | - | 0.61 | 0.61 |
Agricultural Food & other Products | - | 0.89 | 0.89 |
Capital Markets | - | 3.06 | 3.06 |
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