Quant ELSS Tax Saver Fund Regular 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
Quant ELSS Tax Saver Fund Regular Plan-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 | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|---|
| Fund | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹1351 Cr | ₹1351 Cr | ₹10980 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 | 31 Mar 2000 |
| 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 | Vasav Sahgal |
| ISIN Code | INF173K01361 | INF173K01361 | INF966L01135 |
| 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 | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|---|
| 1 Month | -3.97% | -3.97% | -2.57% |
| 6 Month | -4.61% | -4.61% | -14.99% |
| 1 Year | 11.33% | 11.33% | 3.06% |
| 3 Year | 12.11% | 12.11% | 14.75% |
| 5 Year | 17.42% | 17.42% | 29.09% |
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 1.59% | 1.59% | -12.41% |
| 3 Year | 15.32% | 15.32% | 16.2% |
| 5 Year | 18.15% | 18.15% | 25.18% |
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 19% | 19% | 16.84% |
| 3 Year | 16.75% | 16.75% | 18.05% |
| 5 Year | 14.41% | 14.41% | 17.42% |
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | 11.66% | 11.66% | 15.87% |
| Sharp | 0.62% | 0.62% | 1.13% |
| Beta | 0.87% | 0.87% | 0.97% |
| Alpha | 0.39% | 0.39% | 4.61% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|---|
| Name | Sudhir Kedia | Sudhir Kedia | Vasav Sahgal |
| Total AUM | ₹10423 Cr | ₹10423 Cr | ₹46505 Cr |
| Fund Manage | 8 | 8 | 21 |
| Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
| Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|---|
| Others | 2.16 | 2.16 | 8.33 |
| Large Cap | 69.38 | 69.38 | 80.76 |
| Mid Cap | 16.11 | 16.11 | 5.33 |
| Small Cap | 12.49 | 12.49 | 5.59 |
| Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|---|
| Others | 2.16 | 2.16 | 8.41 |
| Telecom - Services | 4.92 | 4.92 | - |
| Petroleum Products | 4.79 | 4.79 | 9.85 |
| IT - Software | 7.54 | 7.54 | - |
| Cement & Cement Products | 2.5 | 2.5 | 5.74 |
| Construction | 3.08 | 3.08 | 6.76 |
| Banks | 25.09 | 25.09 | - |
| Diversified FMCG | 3.36 | 3.36 | 6.24 |
| Pharmaceuticals & Biotechnology | 7.74 | 7.74 | 8.97 |
| Chemicals & Petrochemicals | 1.01 | 1.01 | 1.35 |
| 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 | 10.53 |
| Gas | 0.61 | 0.61 | 0.64 |
| Industrial Products | 2.08 | 2.08 | - |
| Transport Services | 2.94 | 2.94 | - |
| Consumer Durables | 4.04 | 4.04 | 0.93 |
| Insurance | 1.65 | 1.65 | 7.99 |
| Agricultural Food & other Products | 0.89 | 0.89 | - |
| Oil | 0.79 | 0.79 | - |
| Auto Components | 0.97 | 0.97 | 9.17 |
| Retailing | 2.32 | 2.32 | - |
| Beverages | 2.15 | 2.15 | 2.21 |
| Capital Markets | 3.06 | 3.06 | - |
| Power | 0.99 | 0.99 | 13.81 |
| Transport Infrastructure | 0.48 | 0.48 | - |
| Leisure Services | 1.4 | 1.4 | - |
| Commercial Services & Supplies | - | - | 0.33 |
| Food Products | - | - | 6.92 |
| Fertilizers & Agrochemicals | - | - | 0.16 |
Top Comparisons
DSP India T.I.G.E.R. Fund - Regular Plan - Growth
3Y Returns26.66%
LIC MF Infrastructure Fund-Growth
3Y Returns27.38%
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)
3Y Returns0%
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
3Y Returns6.08%
Invesco India Largecap Fund - Growth
3Y Returns11.82%
HSBC Large Cap Fund - Regular Growth
3Y Returns11.29%
ICICI Prudential Focused Equity Fund - Growth
3Y Returns17.5%
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option
3Y Returns13.38%