Parag Parikh Tax Saver Fund Regular 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 Parag Parikh Tax Saver Fund Regular - 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 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 Average Average Very High
Asset Size (Cr) ₹1356 Cr ₹1356 Cr ₹3731 Cr
Min Investment ₹500 ₹500 ₹500
Min SIP Invesment ₹500 ₹500 ₹1000
Min Addl Investment ₹500 ₹500 ₹500
Launch Date 01 May 2013 01 May 2013 05 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 2.19 2.19 1.71
Manager Sudhir Kedia Sudhir Kedia Rajeev Thakkar
ISIN Code INF173K01361 INF173K01361 INF879O01092
Exits Load 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 Parag Parikh Tax Saver Fund Regular - Growth
1 Month -5.6% -5.6% 1.82%
6 Month 7.15% 7.15% 15.27%
1 Year 31.04% 31.04% 37.41%
3 Year 14% 14% 21.31%
5 Year 19.27% 19.27% 24.85%

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 Parag Parikh Tax Saver Fund Regular - Growth
6 Month - - -
1 Year 14.28% 14.28% 13.16%
3 Year 34.19% 34.19% 35.74%
5 Year 70.65% 70.65% 78.64%

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 Parag Parikh Tax Saver Fund Regular - Growth
1 Year 16.18% 16.18% 25.99%
3 Year 16.02% 16.02% 22.66%
5 Year 13.83% 13.83% 24.58%

Risk Management

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 0.85% 0.85% 1.4%
Beta 0.87% 0.87% 0.66%
Alpha 0.43% 0.43% 5.01%

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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 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

Market Cap

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 9.41 9.41 17.59
Large Cap 67.45 67.45 64.26
Small Cap 12.66 12.66 10.65
Mid Cap 10.42 10.42 7.5

Sector Allocation

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 3.29 3.29 10.54
Communication 4.3 4.3 -
Energy 6.62 6.62 7.26
Technology 8.24 8.24 13.73
Capital Goods 6.07 6.07 0.23
Materials 2.35 2.35 6.44
Construction 3.09 3.09 -
Financial 28.95 28.95 36.57
Consumer Staples 5.93 5.93 6.76
Healthcare 7.44 7.44 3.51
Chemicals 1.7 1.7 -
Metals & Mining 0.9 0.9 1.8
Automobile 6.19 6.19 11.08
Consumer Discretionary 3.08 3.08 -
Services 10.2 10.2 2.08
Unclassified 1.59 1.59 -

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