- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Retirement Corpus & Investment Amount
Child's Future Calculator Child Future Corpus & Invesment Amount
All Calculator All Financial Calculators at your Fingertips
SWP Mutual Fund Plan Your Wealth with Our SWP Feature
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
NIPPON INDIA 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
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
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 | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|---|
| Fund | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹1299 Cr | ₹1299 Cr | ₹14449 Cr |
| Min Investment | ₹500 | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 | ₹500 |
| Launch Date | 31 Mar 1996 | 31 Mar 1996 | 21 Sep 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 | % | % | 23% |
| Expense Ratio | 2.23 | 2.23 | 1.71 |
| Manager | Sudhir Kedia | Sudhir Kedia | Ashutosh Bhargava |
| ISIN Code | INF173K01361 | INF173K01361 | INF204K01GK4 |
| Exits Load | 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 | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|---|
| 1 Month | 6.3% | 6.3% | 8.74% |
| 6 Month | -10.8% | -10.8% | -12.78% |
| 1 Year | 6.23% | 6.23% | 7.67% |
| 3 Year | 13.74% | 13.74% | 16% |
| 5 Year | 25.25% | 25.25% | 26.88% |
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 | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|---|
| 6 Month | -1.94% | -1.94% | -2.37% |
| 1 Year | -5.3% | -5.3% | -7.62% |
| 3 Year | 13.42% | 13.42% | 16.02% |
| 5 Year | 16.27% | 16.27% | 18.77% |
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 | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|---|
| 1 Year | 18.94% | 18.94% | 11.69% |
| 3 Year | 16.61% | 16.61% | 12% |
| 5 Year | 14.51% | 14.51% | 13.09% |
Risk Management
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|---|
| Standard Deviation | 11.66% | 11.66% | 12.81% |
| Sharp | 0.44% | 0.44% | 0.53% |
| Beta | 0.87% | 0.87% | 0.99% |
| Alpha | -0.29% | -0.29% | 0.88% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|---|
| Name | Sudhir Kedia | Sudhir Kedia | Ashutosh Bhargava |
| Total AUM | ₹10423 Cr | ₹10423 Cr | ₹121448 Cr |
| Funds Managed | 8 | 8 | 12 |
| Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
Market Cap
| Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|---|
| Others | 7.28 | 7.28 | 4.01 |
| Large Cap | 67.25 | 67.25 | 65.76 |
| Mid Cap | 13.73 | 13.73 | 14.36 |
| Small Cap | 11.74 | 11.74 | 15.86 |
Sector Allocation
| Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|---|
| Others | 5.2 | 5.2 | 1.27 |
| Communication Services | 5.93 | 5.93 | 4.18 |
| Energy | 5.45 | 5.45 | 4.43 |
| Technology | 8.28 | 8.28 | 6.95 |
| Consumer Cyclical | 10.84 | 10.84 | 12.42 |
| Basic Materials | 4.59 | 4.59 | 4.27 |
| Industrials | 12.7 | 12.7 | 10.86 |
| Consumer Defensive | 7.12 | 7.12 | 8.3 |
| Financial Services | 31.35 | 31.35 | 36.52 |
| Healthcare | 7.16 | 7.16 | 4.69 |
| Utilities | 1.38 | 1.38 | 6.1 |
Top Comparisons
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
3Y Returns6.59%
Mirae Asset Banking and PSU Fund Regular Growth Plan
3Y Returns6.14%
Mirae Asset Ultra Short Duration Fund Regular Growth
3Y Returns6.8%
Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns6.82%
ICICI Prudential Nifty Next 50 Index Fund - Growth
3Y Returns15.66%
Axis Nifty 100 Index Fund - Regular Plan - Growth Option
3Y Returns11.5%
Kotak Equity Opportunities Fund - Growth
3Y Returns17.39%
Axis Growth Opportunities Fund - Regular Plan - Growth
3Y Returns13.4%
