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

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Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth

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Sundaram Diversified Equity (ELSS) Regular Plan - Growth

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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	Average	Average	Very High
Asset Size (Cr)	₹1356 Cr	₹1356 Cr	₹1578 Cr
Min Investment	₹500	₹500	₹500
Min SIP Invesment	₹500	₹500	₹250
Min Addl Investment	₹500	₹500	₹500
Launch Date	01 May 2013	01 May 2013	10 May 2005
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	2.19	2.19	2.16
Manager	Sudhir Kedia	Sudhir Kedia	Sudhir Kedia
ISIN Code	INF173K01361	INF173K01361	INF903J01538
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	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Month	-5.79%	-5.79%	-5.6%
6 Month	3.76%	3.76%	4.32%
1 Year	21.53%	21.53%	18.31%
3 Year	12.27%	12.27%	11.38%
5 Year	18.43%	18.43%	15.2%

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	-	-	-
1 Year	15.29%	15.29%	12.64%
3 Year	19.18%	19.18%	16.87%
5 Year	20.59%	20.59%	18.35%

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	19%	19%	12.31%
3 Year	16.75%	16.75%	15.05%
5 Year	14.41%	14.41%	13.08%

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	0.62%	0.62%	0.53%
Beta	0.87%	0.87%	0.89%
Alpha	-0.24%	-0.24%	-1.46%

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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	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Name	Sudhir Kedia	Sudhir Kedia	Sudhir Kedia
Total AUM	₹10423 Cr	₹10423 Cr	₹10423 Cr
Fund Manage	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

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	9.41	9.41	2.62
Large Cap	67.45	67.45	78.9
Small Cap	12.66	12.66	8.17
Mid Cap	10.42	10.42	10.27

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	3.29	3.29	0.83
Communication	4.3	4.3	2.87
Energy	6.62	6.62	8.54
Technology	8.24	8.24	9.05
Capital Goods	6.07	6.07	2.69
Materials	2.35	2.35	2.47
Construction	3.09	3.09	4.27
Financial	28.95	28.95	31.38
Consumer Staples	5.93	5.93	8.42
Healthcare	7.44	7.44	5.38
Chemicals	1.7	1.7	2.36
Metals & Mining	0.9	0.9	3.17
Automobile	6.19	6.19	4.32
Consumer Discretionary	3.08	3.08	3.44
Services	10.2	10.2	10.77
Unclassified	1.59	1.59	-