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Sundaram Diversified Equity (ELSS) 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
Sundaram Diversified Equity (ELSS) Regular Plan - Growth
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 | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|---|
| Fund | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹1299 Cr | ₹1299 Cr | ₹1468 Cr |
| Min Investment | ₹500 | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 | ₹250 |
| Min Addl Investment | ₹500 | ₹500 | ₹500 |
| Launch Date | 31 Mar 1996 | 31 Mar 1996 | 22 Nov 1999 |
| Category | ELSS | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | % | % | 18% |
| Expense Ratio | 2.23 | 2.23 | 2.21 |
| Manager | Sudhir Kedia | Sudhir Kedia | Sudhir Kedia |
| ISIN Code | INF173K01361 | INF173K01361 | INF903J01538 |
| 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 | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|---|
| 1 Month | 6.28% | 6.28% | 5.99% |
| 6 Month | -9.68% | -9.68% | -9.88% |
| 1 Year | 6.23% | 6.23% | 5.11% |
| 3 Year | 12.97% | 12.97% | 11.61% |
| 5 Year | 25.27% | 25.27% | 23.32% |
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 | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|---|
| 6 Month | -3.18% | -3.18% | -3.37% |
| 1 Year | -6.22% | -6.22% | -6.53% |
| 3 Year | 13.28% | 13.28% | 11.17% |
| 5 Year | 16.14% | 16.14% | 14.43% |
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 | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 18.94% | 18.94% | 12.34% |
| 3 Year | 16.61% | 16.61% | 14.95% |
| 5 Year | 14.51% | 14.51% | 13.23% |
Risk Management
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 11.66% | 11.66% | 11.71% |
| Sharp | 0.44% | 0.44% | 0.37% |
| Beta | 0.87% | 0.87% | 0.87% |
| Alpha | -0.29% | -0.29% | -1.18% |
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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 | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|---|
| Name | Sudhir Kedia | Sudhir Kedia | Sudhir Kedia |
| Total AUM | ₹10423 Cr | ₹10423 Cr | ₹10423 Cr |
| Funds Managed | 8 | 8 | 8 |
| Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Sundaram Diversified Equity (ELSS) Regular Plan - 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 |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|---|
| Others | 7.28 | 7.28 | 2.97 |
| Large Cap | 67.25 | 67.25 | 72.95 |
| Mid Cap | 13.73 | 13.73 | 13.54 |
| Small Cap | 11.74 | 11.74 | 10.55 |
Sector Allocation
| Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|---|
| Others | 5.2 | 5.2 | 3.49 |
| Communication Services | 5.93 | 5.93 | 5.72 |
| Energy | 5.45 | 5.45 | 5.64 |
| Technology | 8.28 | 8.28 | 9.46 |
| Consumer Cyclical | 10.84 | 10.84 | 10.1 |
| Basic Materials | 4.59 | 4.59 | 5.22 |
| Industrials | 12.7 | 12.7 | 12.55 |
| Consumer Defensive | 7.12 | 7.12 | 7.23 |
| Financial Services | 31.35 | 31.35 | 32.12 |
| Healthcare | 7.16 | 7.16 | 7.01 |
| Utilities | 1.38 | 1.38 | 1.44 |
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