Invesco India 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
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
Invesco India ELSS Tax Saver Fund - Growth
Chart Comparison
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|---|
| Fund | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Invesco India ELSS Tax Saver Fund - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹1351 Cr | ₹1351 Cr | ₹2919 Cr |
| Min Investment | ₹500 | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 | ₹500 |
| Launch Date | 31 Mar 1996 | 31 Mar 1996 | 29 Dec 2006 |
| Category | ELSS | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI | BSE 500 |
| Turn Over | % | % | 69% |
| Expense Ratio | 2.21 | 2.21 | 1.89 |
| Manager | Sudhir Kedia | Sudhir Kedia | Dhimant Kothari |
| ISIN Code | INF173K01361 | INF173K01361 | INF205K01270 |
| Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|---|
| 1 Month | -3.97% | -3.97% | -6.03% |
| 6 Month | -4.61% | -4.61% | -1.78% |
| 1 Year | 11.33% | 11.33% | 16.24% |
| 3 Year | 12.11% | 12.11% | 12.18% |
| 5 Year | 17.42% | 17.42% | 17.18% |
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 1.59% | 1.59% | 8.62% |
| 3 Year | 15.32% | 15.32% | 20.83% |
| 5 Year | 18.15% | 18.15% | 19.53% |
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|---|
| 1 Year | 19% | 19% | 13.62% |
| 3 Year | 16.75% | 16.75% | 14.83% |
| 5 Year | 14.41% | 14.41% | 15.36% |
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|---|
| Standard Deviation | 11.66% | 11.66% | 13% |
| Sharp | 0.62% | 0.62% | 0.59% |
| Beta | 0.87% | 0.87% | 0.96% |
| Alpha | 0.39% | 0.39% | 0.12% |
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| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|---|
| Name | Sudhir Kedia | Sudhir Kedia | Dhimant Kothari |
| Total AUM | ₹10423 Cr | ₹10423 Cr | ₹8118 Cr |
| Fund Manage | 8 | 8 | 7 |
| Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Invesco India ELSS Tax Saver Fund - Growth |
| Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|---|
| Others | 2.16 | 2.16 | 1.14 |
| Large Cap | 69.38 | 69.38 | 45.09 |
| Mid Cap | 16.11 | 16.11 | 25.99 |
| Small Cap | 12.49 | 12.49 | 27.78 |
| Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|---|
| Others | 2.16 | 2.16 | 1.14 |
| Telecom - Services | 4.92 | 4.92 | 1.09 |
| Petroleum Products | 4.79 | 4.79 | 3.2 |
| IT - Software | 7.54 | 7.54 | 9.69 |
| Cement & Cement Products | 2.5 | 2.5 | 1.16 |
| Construction | 3.08 | 3.08 | 0.7 |
| Banks | 25.09 | 25.09 | 17.02 |
| Diversified FMCG | 3.36 | 3.36 | - |
| Pharmaceuticals & Biotechnology | 7.74 | 7.74 | 7.32 |
| Chemicals & Petrochemicals | 1.01 | 1.01 | 3.5 |
| Aerospace & Defense | 0.65 | 0.65 | 2.7 |
| Realty | 0.28 | 0.28 | 0.4 |
| Automobiles | 5.05 | 5.05 | 1.79 |
| Healthcare Services | 1.03 | 1.03 | 2.42 |
| Electrical Equipment | 2.26 | 2.26 | 3.62 |
| Finance | 4.31 | 4.31 | 4.92 |
| Gas | 0.61 | 0.61 | - |
| Industrial Products | 2.08 | 2.08 | 4.47 |
| Transport Services | 2.94 | 2.94 | - |
| Consumer Durables | 4.04 | 4.04 | 9.4 |
| Insurance | 1.65 | 1.65 | - |
| Agricultural Food & other Products | 0.89 | 0.89 | - |
| Oil | 0.79 | 0.79 | - |
| Auto Components | 0.97 | 0.97 | 2.85 |
| Retailing | 2.32 | 2.32 | 3.82 |
| Beverages | 2.15 | 2.15 | 3.15 |
| Capital Markets | 3.06 | 3.06 | 1.77 |
| Power | 0.99 | 0.99 | 1.09 |
| Transport Infrastructure | 0.48 | 0.48 | - |
| Leisure Services | 1.4 | 1.4 | 2.42 |
| Personal Products | - | - | 1.5 |
| Healthcare Equipment & Supplies | - | - | 2.5 |
| Financial Technology (Fintech) | - | - | 1.55 |
| Food Products | - | - | 0.76 |
| Fertilizers & Agrochemicals | - | - | 1.53 |
| Industrial Manufacturing | - | - | 2.52 |
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