ITI ELSS Tax Saver Fund Regular vs Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth compare
ITI ELSS Tax Saver Fund Regular - Growth
Sundaram ELSS Tax Saver Fund Regular Growth
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
Chart Comparison
Overview
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
---|---|---|---|
Fund | ITI ELSS Tax Saver Fund Regular - 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) | ₹374 Cr | ₹1299 Cr | ₹1299 Cr |
Min Investment | ₹500 | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 | ₹500 |
Launch Date | 18 Oct 2019 | 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 | % | % | % |
Expense Ratio | 2.32 | 2.23 | 2.23 |
Manager | Vishal Jajoo | Sudhir Kedia | Sudhir Kedia |
ISIN Code | INF00XX01374 | INF173K01361 | INF173K01361 |
Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
---|---|---|---|
1 Month | 7.34% | 4.87% | 4.87% |
6 Month | -16.63% | -10.91% | -10.91% |
1 Year | 2.24% | 3.92% | 3.92% |
3 Year | 17.36% | 12.05% | 12.05% |
5 Year | 24.5% | 25.79% | 25.79% |
SIP Return Analysis
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
---|---|---|---|
6 Month | -6.7% | -3.18% | -3.18% |
1 Year | -14.9% | -6.22% | -6.22% |
3 Year | 17.1% | 13.28% | 13.28% |
5 Year | 16.86% | 16.14% | 16.14% |
Rolling Lumpsum Returns
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
---|---|---|---|
1 Year | 20.61% | 18.94% | 18.94% |
3 Year | 18.2% | 16.61% | 16.61% |
5 Year | 17.5% | 14.51% | 14.51% |
Risk Management
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
---|---|---|---|
Standard Deviation | 13.905% | 11.66% | 11.66% |
Sharp | 0.774% | 0.44% | 0.44% |
Beta | 0.917% | 0.87% | 0.87% |
Alpha | 3.597% | -0.29% | -0.29% |
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Fund Managers
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
---|---|---|---|
Name | Vishal Jajoo | Sudhir Kedia | Sudhir Kedia |
Total AUM | ₹762 Cr | ₹10423 Cr | ₹10423 Cr |
Funds Managed | 3 | 8 | 8 |
ITI ELSS Tax Saver Fund Regular - 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 |
ITI ELSS Tax Saver Fund Regular - Growth |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
---|---|---|---|
Others | 4.4 | 7.28 | 7.28 |
Large Cap | 41.83 | 67.25 | 67.25 |
Small Cap | 44.62 | 11.74 | 11.74 |
Mid Cap | 9.14 | 13.73 | 13.73 |
Sector Allocation
Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
---|---|---|---|
Others | 1.66 | 5.2 | 5.2 |
Communication Services | 2.67 | 5.93 | 5.93 |
Industrials | 20.77 | 12.7 | 12.7 |
Consumer Defensive | 3.66 | 7.12 | 7.12 |
Basic Materials | 10.08 | 4.59 | 4.59 |
Financial Services | 26.02 | 31.35 | 31.35 |
Consumer Cyclical | 11.66 | 10.84 | 10.84 |
Technology | 9.68 | 8.28 | 8.28 |
Healthcare | 2.53 | 7.16 | 7.16 |
Energy | 1 | 5.45 | 5.45 |
Real Estate | 4.73 | - | - |
Utilities | 5.53 | 1.38 | 1.38 |
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