ICICI Prudential ELSS Tax Saver Fund (Tax Saving) vs Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth compare

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tortoise-icon ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth

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tortoise-icon Sundaram ELSS Tax Saver Fund Regular Growth

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tortoise-icon Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹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

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 -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%

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 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%

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 13.68% 19% 19%
3 Year 16.14% 16.75% 16.75%
5 Year 16.31% 14.41% 14.41%

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 0.53% 0.62% 0.62%
Beta 0.9% 0.87% 0.87%
Alpha -0.61% 0.39% 0.39%

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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
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

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 1.34 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

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 1.34 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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