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LIC MF Tax Plan 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
LIC MF ELSS Regular Plan-Growth
LIC MF ELSS Tax Saver - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
|---|---|---|---|---|
| Fund | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth | Growth |
| Level of Risk | Very High Risk | Very High Risk | Very High Risk | Very High Risk |
| Asset Size (Cr) | ₹1299 Cr | ₹1299 Cr | ₹1093 Cr | ₹1093 Cr |
| Min Investment | ₹500 | ₹500 | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 | ₹500 | ₹500 |
| Launch Date | 31 Mar 1996 | 31 Mar 1996 | 17 Apr 2000 | 17 Apr 2000 |
| Category | ELSS | ELSS | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | % | % | % | 84% |
| Expense Ratio | 2.23 | 2.23 | 2.13 | 2.13 |
| Manager | Sudhir Kedia | Sudhir Kedia | Karan Doshi | Karan Doshi |
| ISIN Code | INF173K01361 | INF173K01361 | INF767K01956 | INF767K01956 |
| Exits Load | Data not available./365 | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
|---|---|---|---|---|
| 1 Month | -2.11% | -2.11% | -4.61% | -4.61% |
| 6 Month | -8.41% | -8.41% | -8.46% | -8.46% |
| 1 Year | 5.61% | 5.61% | 11.4% | 11.4% |
| 3 Year | 12.39% | 12.39% | 12.83% | 12.83% |
| 5 Year | 16.78% | 16.78% | 12.95% | 12.95% |
SIP Return Analysis
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
|---|---|---|---|---|
| 6 Month | - | - | - | - |
| 1 Year | -6.49% | -6.49% | -3.82% | -3.82% |
| 3 Year | 12.56% | 12.56% | 14.05% | 14.05% |
| 5 Year | 16.49% | 16.49% | 15.47% | 15.47% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
|---|---|---|---|---|
| 1 Year | 18.94% | 18.94% | 12.59% | 12.59% |
| 3 Year | 16.61% | 16.61% | 12.91% | 12.91% |
| 5 Year | 14.51% | 14.51% | 11.77% | 11.77% |
Risk Management
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
|---|---|---|---|---|
| Standard Deviation | 11.66% | 11.66% | 13.098% | 13.098% |
| Sharp | 0.48% | 0.48% | 0.578% | 0.578% |
| Beta | 0.88% | 0.88% | 0.857% | 0.857% |
| Alpha | -0.8% | -0.8% | 0.89% | 0.89% |
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Fund Managers
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
|---|---|---|---|---|
| Name | Sudhir Kedia | Sudhir Kedia | Karan Doshi | Karan Doshi |
| Total AUM | ₹10423 Cr | ₹10423 Cr | ₹2592 Cr | ₹2592 Cr |
| Fund Manage | 8 | 8 | 5 | 5 |
| Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
Market Cap
| Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
LIC MF ELSS Regular Plan-Growth |
LIC MF ELSS Tax Saver - Regular Plan - Growth |
|---|---|---|---|---|
| Others | 2.16 | 2.16 | 1.15 | 1.15 |
| Large Cap | 69.38 | 69.38 | 63.81 | 63.81 |
| Mid Cap | 16.11 | 16.11 | 15.76 | 15.76 |
| Small Cap | 12.49 | 12.49 | 19.31 | 19.31 |
Sector Allocation
| Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
LIC MF ELSS Regular Plan-Growth |
LIC MF ELSS Tax Saver - Regular Plan - Growth |
|---|---|---|---|---|
| Others | 2.16 | 2.16 | 1.15 | 1.15 |
| Telecom - Services | 4.92 | 4.92 | - | - |
| Petroleum Products | 4.79 | 4.79 | 1.8 | 1.8 |
| IT - Software | 7.54 | 7.54 | 9.31 | 9.31 |
| Cement & Cement Products | 2.5 | 2.5 | 2.69 | 2.69 |
| Construction | 3.08 | 3.08 | 2.19 | 2.19 |
| Banks | 25.09 | 25.09 | 21.22 | 21.22 |
| Diversified FMCG | 3.36 | 3.36 | 3.12 | 3.12 |
| Pharmaceuticals & Biotechnology | 7.74 | 7.74 | 3.66 | 3.66 |
| Chemicals & Petrochemicals | 1.01 | 1.01 | 2.52 | 2.52 |
| Aerospace & Defense | 0.65 | 0.65 | - | - |
| Realty | 0.28 | 0.28 | - | - |
| Automobiles | 5.05 | 5.05 | 4.55 | 4.55 |
| Healthcare Services | 1.03 | 1.03 | - | - |
| Electrical Equipment | 2.26 | 2.26 | 3.25 | 3.25 |
| Finance | 4.31 | 4.31 | 5.65 | 5.65 |
| Gas | 0.61 | 0.61 | - | - |
| Industrial Products | 2.08 | 2.08 | 7.22 | 7.22 |
| Transport Services | 2.94 | 2.94 | 1.46 | 1.46 |
| Consumer Durables | 4.04 | 4.04 | 7.53 | 7.53 |
| Insurance | 1.65 | 1.65 | - | - |
| Agricultural Food & other Products | 0.89 | 0.89 | 1.08 | 1.08 |
| Oil | 0.79 | 0.79 | - | - |
| Auto Components | 0.97 | 0.97 | 5.1 | 5.1 |
| Retailing | 2.32 | 2.32 | 6.9 | 6.9 |
| Beverages | 2.15 | 2.15 | 1.7 | 1.7 |
| Capital Markets | 3.06 | 3.06 | - | - |
| Power | 0.99 | 0.99 | - | - |
| Transport Infrastructure | 0.48 | 0.48 | - | - |
| Leisure Services | 1.4 | 1.4 | 1.24 | 1.24 |
| IT - Services | - | - | 1.08 | 1.08 |
| Fertilizers & Agrochemicals | - | - | 3.1 | 3.1 |
| Food Products | - | - | 2.51 | 2.51 |
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