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 | Average | Average | Very High |
| Asset Size (Cr) | ₹1356 Cr | ₹1356 Cr | ₹2848 Cr |
| Min Investment | ₹500 | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹0 | ₹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 | 5.34% | 5.34% | 7.09% |
| 6 Month | 20.2% | 20.2% | 28.21% |
| 1 Year | 31.14% | 31.14% | 43.43% |
| 3 Year | 17.37% | 17.37% | 17.27% |
| 5 Year | 21.62% | 21.62% | 22.07% |
| 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 | 14.28% | 14.28% | 16.21% |
| 3 Year | 34.19% | 34.19% | 35.92% |
| 5 Year | 70.65% | 70.65% | 66.2% |
| 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 | 22.1% | 22.1% | 21.35% |
| 3 Year | 54.1% | 54.1% | 50.36% |
| 5 Year | 76.52% | 76.52% | 75.45% |
| 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 | 0.9% | 0.9% | 0.77% |
| Beta | 0.87% | 0.87% | 0.97% |
| Alpha | 0.69% | 0.69% | 0.59% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 | - |
Top Comparisons
Kotak Debt Hybrid - Growth
3Y Returns11.07%
DSP Regular Savings Fund- Regular Plan - Growth
3Y Returns8.22%
ITI Multi Cap Fund Regular - Growth
3Y Returns21.57%
Tata Multicap Fund - Regular Plan - Growth
3Y Returns0%
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns23.05%
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
3Y Returns27.11%
Kotak Bond Short Term Plan-(Growth)
3Y Returns5.23%
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
3Y Returns5.4%