Parag Parikh Tax Saver Fund Regular 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
Parag Parikh Tax Saver Fund Regular - 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 | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|---|
| Fund | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Parag Parikh Tax Saver Fund Regular - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹1351 Cr | ₹1351 Cr | ₹4274 Cr |
| Min Investment | ₹500 | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹500 | ₹500 |
| Launch Date | 31 Mar 1996 | 31 Mar 1996 | 24 Jul 2019 |
| Category | ELSS | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | % | % | % |
| Expense Ratio | 2.21 | 2.21 | 1.72 |
| Manager | Sudhir Kedia | Sudhir Kedia | Rajeev Thakkar |
| ISIN Code | INF173K01361 | INF173K01361 | INF879O01092 |
| Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|---|
| 1 Month | -3.97% | -3.97% | -2.38% |
| 6 Month | -4.61% | -4.61% | -1.03% |
| 1 Year | 11.33% | 11.33% | 14.66% |
| 3 Year | 12.11% | 12.11% | 15.69% |
| 5 Year | 17.42% | 17.42% | 21.85% |
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 1.59% | 1.59% | 6.71% |
| 3 Year | 15.32% | 15.32% | 18.88% |
| 5 Year | 18.15% | 18.15% | 21.3% |
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|---|
| 1 Year | 19% | 19% | 26.51% |
| 3 Year | 16.75% | 16.75% | 22.63% |
| 5 Year | 14.41% | 14.41% | 24.62% |
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|---|
| Standard Deviation | 11.66% | 11.66% | 9.65% |
| Sharp | 0.62% | 0.62% | 1.4% |
| Beta | 0.87% | 0.87% | 0.66% |
| Alpha | 0.39% | 0.39% | 5.01% |
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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 | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|---|
| Name | Sudhir Kedia | Sudhir Kedia | Rajeev Thakkar |
| Total AUM | ₹10423 Cr | ₹10423 Cr | ₹0 Cr |
| Fund Manage | 8 | 8 | 5 |
| Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Parag Parikh Tax Saver Fund Regular - Growth |
| Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|---|
| Others | 2.16 | 2.16 | 17.59 |
| Large Cap | 69.38 | 69.38 | 64.26 |
| Mid Cap | 16.11 | 16.11 | 7.5 |
| Small Cap | 12.49 | 12.49 | 10.65 |
| Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|---|
| Others | 2.16 | 2.16 | 10.54 |
| Telecom - Services | 4.92 | 4.92 | - |
| Petroleum Products | 4.79 | 4.79 | - |
| IT - Software | 7.54 | 7.54 | - |
| Cement & Cement Products | 2.5 | 2.5 | - |
| Construction | 3.08 | 3.08 | - |
| Banks | 25.09 | 25.09 | - |
| Diversified FMCG | 3.36 | 3.36 | - |
| Pharmaceuticals & Biotechnology | 7.74 | 7.74 | - |
| Chemicals & Petrochemicals | 1.01 | 1.01 | - |
| Aerospace & Defense | 0.65 | 0.65 | - |
| Realty | 0.28 | 0.28 | - |
| Automobiles | 5.05 | 5.05 | - |
| Healthcare Services | 1.03 | 1.03 | - |
| Electrical Equipment | 2.26 | 2.26 | - |
| Finance | 4.31 | 4.31 | - |
| Gas | 0.61 | 0.61 | - |
| Industrial Products | 2.08 | 2.08 | - |
| Transport Services | 2.94 | 2.94 | - |
| Consumer Durables | 4.04 | 4.04 | - |
| Insurance | 1.65 | 1.65 | - |
| Agricultural Food & other Products | 0.89 | 0.89 | - |
| Oil | 0.79 | 0.79 | - |
| Auto Components | 0.97 | 0.97 | - |
| Retailing | 2.32 | 2.32 | - |
| Beverages | 2.15 | 2.15 | - |
| Capital Markets | 3.06 | 3.06 | - |
| Power | 0.99 | 0.99 | - |
| Transport Infrastructure | 0.48 | 0.48 | - |
| Leisure Services | 1.4 | 1.4 | - |
| Financial | - | - | 36.57 |
| Technology | - | - | 13.73 |
| Healthcare | - | - | 3.51 |
| Services | - | - | 2.08 |
| Consumer Staples | - | - | 6.76 |
| Energy | - | - | 7.26 |
| Capital Goods | - | - | 0.23 |
| Automobile | - | - | 11.08 |
| Materials | - | - | 6.44 |
| Metals & Mining | - | - | 1.8 |
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