LIC MF Tax Plan vs Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth compare

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tortoise-icon Sundaram ELSS Tax Saver Fund Regular Growth

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

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tortoise-icon LIC MF ELSS Regular Plan-Growth

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tortoise-icon LIC MF Tax Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Tax 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 Tax Plan-Growth
Investment Plan Growth Growth Growth Growth
Level of Risk Average Average Very High Very High
Asset Size (Cr) ₹1356 Cr ₹1356 Cr ₹1153 Cr ₹1153 Cr
Min Investment ₹500 ₹500 ₹500 ₹500
Min SIP Invesment ₹500 ₹500 ₹500 ₹500
Min Addl Investment ₹500 ₹500 ₹500 ₹500
Launch Date 01 May 2013 01 May 2013 31 Mar 1997 31 Mar 1997
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 2.19 2.19 2.13 2.13
Manager Sudhir Kedia Sudhir Kedia Karan Doshi Karan Doshi
ISIN Code INF173K01361 INF173K01361 INF767K01956 INF767K01956
Exits Load Nil/365 Nil/365 Nil/365 Nil/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 Tax Plan-Growth
1 Month -5.6% -5.6% 2.25% 2.25%
6 Month 7.15% 7.15% 24.02% 24.02%
1 Year 31.04% 31.04% 37.93% 37.93%
3 Year 14% 14% 18.17% 18.17%
5 Year 19.27% 19.27% 19.25% 19.25%

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 Tax Plan-Growth
6 Month - - - -
1 Year 14.28% 14.28% 15.28% 15.28%
3 Year 34.19% 34.19% 33.14% 33.14%
5 Year 70.65% 70.65% 60.38% 60.38%

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 Tax Plan-Growth
1 Year 16.18% 16.18% 12.28% 12.28%
3 Year 16.02% 16.02% 12.91% 12.91%
5 Year 13.83% 13.83% 11.71% 11.71%

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 Tax Plan-Growth
Standard Deviation 11.66% 11.66% 12.19% 12.19%
Sharp 0.85% 0.85% 0.93% 0.93%
Beta 0.87% 0.87% 0.88% 0.88%
Alpha 0.43% 0.43% 0.01% 0.01%

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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 Tax 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 Tax 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 Tax Plan-Growth

Others 9.41 9.41 2.84 -
Large Cap 67.45 67.45 61.73 -
Small Cap 12.66 12.66 17.23 -
Mid Cap 10.42 10.42 18.2 -

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 Tax Plan-Growth

Others 3.29 3.29 1.7 -
Communication 4.3 4.3 - -
Energy 6.62 6.62 2.07 -
Technology 8.24 8.24 8.75 -
Capital Goods 6.07 6.07 10.82 -
Materials 2.35 2.35 2.69 -
Construction 3.09 3.09 3.18 -
Financial 28.95 28.95 28.72 -
Consumer Staples 5.93 5.93 7.91 -
Healthcare 7.44 7.44 3.07 -
Chemicals 1.7 1.7 3.61 -
Metals & Mining 0.9 0.9 1.58 -
Automobile 6.19 6.19 9.73 -
Consumer Discretionary 3.08 3.08 5.99 -
Services 10.2 10.2 8.55 -
Unclassified 1.59 1.59 - -
Diversified - - 1.63 -

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