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

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

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Invesco India ELSS Tax Saver Fund - Growth

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Overview

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	Average	Average	Very High
Asset Size (Cr)	₹1356 Cr	₹1356 Cr	₹2848 Cr
Min Investment	₹500	₹500	₹500
Min SIP Invesment	₹500	₹500	₹500
Min Addl Investment	₹500	₹500	₹500
Launch Date	01 May 2013	01 May 2013	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	2.19	2.19	1.91
Manager	Sudhir Kedia	Sudhir Kedia	Dhimant Kothari
ISIN Code	INF173K01361	INF173K01361	INF205K01270
Exits Load	Nil/365	Nil/365	Nil/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	-5.79%	-5.79%	-5.16%
6 Month	3.76%	3.76%	11%
1 Year	21.53%	21.53%	30.21%
3 Year	12.27%	12.27%	12.84%
5 Year	18.43%	18.43%	18.31%

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	15.29%	15.29%	24.91%
3 Year	19.18%	19.18%	24.33%
5 Year	20.59%	20.59%	21.72%

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%	0.97%
Alpha	-0.24%	-0.24%	-0.65%

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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	9.41	9.41	2.46
Large Cap	67.45	67.45	54.75
Small Cap	12.66	12.66	22.13
Mid Cap	10.42	10.42	20.66

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	3.29	3.29	0.68
Communication	4.3	4.3	0.81
Energy	6.62	6.62	10.13
Technology	8.24	8.24	6.43
Capital Goods	6.07	6.07	11.04
Materials	2.35	2.35	1.7
Construction	3.09	3.09	2.04
Financial	28.95	28.95	24.93
Consumer Staples	5.93	5.93	5.82
Healthcare	7.44	7.44	10.06
Chemicals	1.7	1.7	4.82
Metals & Mining	0.9	0.9	1.61
Automobile	6.19	6.19	5.45
Consumer Discretionary	3.08	3.08	6.93
Services	10.2	10.2	7.55
Unclassified	1.59	1.59	-