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

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

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Kotak ELSS Tax Saver Fund-Scheme-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	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	₹6299 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	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	1.74
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	-6.34%	-6.34%	-6.08%
6 Month	3.15%	3.15%	2.26%
1 Year	21.33%	21.33%	27.93%
3 Year	12.03%	12.03%	15.09%
5 Year	18.15%	18.15%	19.41%

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	15.29%	15.29%	19.54%
3 Year	19.18%	19.18%	22.81%
5 Year	20.59%	20.59%	22.75%

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	19%	19%	12.82%
3 Year	16.75%	16.75%	12.81%
5 Year	14.41%	14.41%	12.93%

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	0.62%	0.62%	0.87%
Beta	0.87%	0.87%	0.86%
Alpha	-0.24%	-0.24%	2.94%

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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