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	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	2.28%	2.28%	3.92%
6 Month	1.23%	1.23%	6.88%
1 Year	18.25%	18.25%	29.11%
3 Year	16%	16%	16.82%
5 Year	18.58%	18.58%	18.92%

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	10.18%	10.18%	22.07%
3 Year	18.34%	18.34%	24.93%
5 Year	20.15%	20.15%	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
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	0.72%	0.72%	0.68%
Beta	0.87%	0.87%	0.97%
Alpha	0.11%	0.11%	-0.32%

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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