SBI Long Term Equity 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
SBI Long Term Equity 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 | SBI Long Term Equity 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 | SBI Long Term Equity Fund - Regular Plan- Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Average | Average | Very High |
| Asset Size (Cr) | ₹1356 Cr | ₹1356 Cr | ₹25732 Cr |
| Min Investment | ₹500 | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 | ₹500 |
| Launch Date | 01 May 2013 | 01 May 2013 | 31 Mar 1993 |
| Category | ELSS | ELSS | ELSS |
| Fund Type | Open Ended | Open-Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI | BSE 500 |
| Turn Over | % | % | 15% |
| Expense Ratio | 2.19 | 2.19 | 1.61 |
| Manager | Sudhir Kedia | Sudhir Kedia | Dinesh Balachandran |
| ISIN Code | INF173K01361 | INF173K01361 | INF200K01495 |
| Exits Load | Nil/365 | Nil/365 | Nil/365 |
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|---|
| 1 Month | -5.79% | -5.79% | -5.61% |
| 6 Month | 3.76% | 3.76% | 6.49% |
| 1 Year | 22.05% | 22.05% | 40.12% |
| 3 Year | 12.27% | 12.27% | 22.19% |
| 5 Year | 18.31% | 18.31% | 23.86% |
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 15.29% | 15.29% | 25.6% |
| 3 Year | 19.18% | 19.18% | 32.61% |
| 5 Year | 20.59% | 20.59% | 29.34% |
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|---|
| 1 Year | 19% | 19% | 10.31% |
| 3 Year | 16.75% | 16.75% | 12.57% |
| 5 Year | 14.41% | 14.41% | 12.99% |
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|---|
| Standard Deviation | 11.66% | 11.66% | 13.09% |
| Sharp | 0.62% | 0.62% | 1.16% |
| Beta | 0.87% | 0.87% | 0.99% |
| Alpha | -0.24% | -0.24% | 7.42% |
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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 | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|---|
| Name | Sudhir Kedia | Sudhir Kedia | Dinesh Balachandran |
| Total AUM | ₹10423 Cr | ₹10423 Cr | ₹69808 Cr |
| Fund Manage | 8 | 8 | 4 |
| Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | SBI Long Term Equity 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 |
SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|---|
| Others | 9.41 | 9.41 | 11 |
| Large Cap | 67.45 | 67.45 | 52.27 |
| Small Cap | 12.66 | 12.66 | 14.68 |
| Mid Cap | 10.42 | 10.42 | 22.05 |
| Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|---|
| Others | 3.29 | 3.29 | 9.03 |
| Communication | 4.3 | 4.3 | 3.2 |
| Energy | 6.62 | 6.62 | 15.89 |
| Technology | 8.24 | 8.24 | 5.41 |
| Capital Goods | 6.07 | 6.07 | 9 |
| Materials | 2.35 | 2.35 | 2.39 |
| Construction | 3.09 | 3.09 | 1.76 |
| Financial | 28.95 | 28.95 | 20.96 |
| Consumer Staples | 5.93 | 5.93 | 2.64 |
| Healthcare | 7.44 | 7.44 | 7.61 |
| Chemicals | 1.7 | 1.7 | 1.45 |
| Metals & Mining | 0.9 | 0.9 | 5.52 |
| Automobile | 6.19 | 6.19 | 7.87 |
| Consumer Discretionary | 3.08 | 3.08 | 0.58 |
| Services | 10.2 | 10.2 | 3.69 |
| Unclassified | 1.59 | 1.59 | - |
| Insurance | - | - | 3 |
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