Kotak 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
Kotak ELSS Tax Saver Fund-Scheme-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 | Kotak ELSS Tax Saver Fund-Scheme-Growth |
|---|---|---|---|
| Fund | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Average | Average | Very High |
| Asset Size (Cr) | ₹1356 Cr | ₹1356 Cr | ₹6101 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 | 01 Nov 2005 |
| Category | ELSS | ELSS | ELSS |
| Fund Type | Open Ended | Open-Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | % | % | 14.27% |
| Expense Ratio | 2.19 | 2.19 | 1.75 |
| Manager | Sudhir Kedia | Sudhir Kedia | Harsha Upadhyaya |
| ISIN Code | INF173K01361 | INF173K01361 | INF174K01369 |
| 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 | Kotak ELSS Tax Saver Fund-Scheme-Growth |
|---|---|---|---|
| 1 Month | 5.34% | 5.34% | -0.26% |
| 6 Month | 20.2% | 20.2% | 19.47% |
| 1 Year | 31.14% | 31.14% | 38.61% |
| 3 Year | 17.37% | 17.37% | 20.45% |
| 5 Year | 21.62% | 21.62% | 22.95% |
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 14.28% | 14.28% | 20.07% |
| 3 Year | 34.19% | 34.19% | 43.72% |
| 5 Year | 70.65% | 70.65% | 82.74% |
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
|---|---|---|---|
| 1 Year | 22.1% | 22.1% | 23.54% |
| 3 Year | 54.1% | 54.1% | 60.68% |
| 5 Year | 76.52% | 76.52% | 88.7% |
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
|---|---|---|---|
| Standard Deviation | 11.66% | 11.66% | 11.32% |
| Sharp | 0.9% | 0.9% | 1.23% |
| Beta | 0.87% | 0.87% | 0.82% |
| Alpha | 0.69% | 0.69% | 3.07% |
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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 | Kotak ELSS Tax Saver Fund-Scheme-Growth |
|---|---|---|---|
| Name | Sudhir Kedia | Sudhir Kedia | Harsha Upadhyaya |
| Total AUM | ₹10423 Cr | ₹10423 Cr | ₹139411 Cr |
| Fund Manage | 8 | 8 | 11 |
| Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
| Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
|---|---|---|---|
| Others | 9.41 | 9.41 | 0.71 |
| Large Cap | 67.45 | 67.45 | 67.91 |
| Small Cap | 12.66 | 12.66 | 13.21 |
| Mid Cap | 10.42 | 10.42 | 18.12 |
| Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
|---|---|---|---|
| Others | 3.29 | 3.29 | 0.65 |
| Communication | 4.3 | 4.3 | - |
| Energy | 6.62 | 6.62 | - |
| Technology | 8.24 | 8.24 | - |
| Capital Goods | 6.07 | 6.07 | - |
| Materials | 2.35 | 2.35 | - |
| Construction | 3.09 | 3.09 | 7.45 |
| Financial | 28.95 | 28.95 | - |
| Consumer Staples | 5.93 | 5.93 | - |
| Healthcare | 7.44 | 7.44 | - |
| Chemicals | 1.7 | 1.7 | - |
| Metals & Mining | 0.9 | 0.9 | - |
| Automobile | 6.19 | 6.19 | - |
| Consumer Discretionary | 3.08 | 3.08 | - |
| Services | 10.2 | 10.2 | - |
| Unclassified | 1.59 | 1.59 | - |
| Telecom - Services | - | - | 2.14 |
| Petroleum Products | - | - | 8.65 |
| Finance | - | - | 1.53 |
| IT - Software | - | - | 5.19 |
| Pharmaceuticals & Biotechnology | - | - | 4.08 |
| Banks | - | - | 21.71 |
| Diversified FMCG | - | - | 2.13 |
| Non - Ferrous Metals | - | - | 0.68 |
| Cement & Cement Products | - | - | 3.48 |
| Ferrous Metals | - | - | 3.39 |
| Aerospace & Defense | - | - | 1.73 |
| Electrical Equipment | - | - | 2.26 |
| Industrial Products | - | - | 3.01 |
| Gas | - | - | 2.82 |
| Automobiles | - | - | 3.28 |
| Fertilizers & Agrochemicals | - | - | 1.31 |
| Consumer Durables | - | - | 2.87 |
| Textiles & Apparels | - | - | 0.44 |
| Auto Components | - | - | 6.25 |
| Chemicals & Petrochemicals | - | - | 5.39 |
| Entertainment | - | - | 0.99 |
| Power | - | - | 4.78 |
| Capital Markets | - | - | 0.91 |
| Industrial Manufacturing | - | - | 1.68 |
| Beverages | - | - | 1.15 |
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