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
| 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) | ₹1351 Cr | ₹1351 Cr | ₹1560 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 | 2.21 | 2.21 | 2.17 |
| 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 |
| 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 | -3.97% | -3.97% | -3.92% |
| 6 Month | -4.61% | -4.61% | -5.2% |
| 1 Year | 11.33% | 11.33% | 8.24% |
| 3 Year | 12.11% | 12.11% | 10.74% |
| 5 Year | 17.42% | 17.42% | 14.25% |
| 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 | 1.59% | 1.59% | 0.78% |
| 3 Year | 15.32% | 15.32% | 13.29% |
| 5 Year | 18.15% | 18.15% | 16.21% |
| 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% | 0.49% |
| Beta | 0.87% | 0.87% | 0.88% |
| Alpha | 0.39% | 0.39% | -1.21% |
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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 | 2.16 | 2.16 | 4.07 |
| Large Cap | 69.38 | 69.38 | 71.5 |
| Mid Cap | 16.11 | 16.11 | 15.65 |
| Small Cap | 12.49 | 12.49 | 8.91 |
| 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 | 2.16 | 2.16 | 4.07 |
| Telecom - Services | 4.92 | 4.92 | 3.46 |
| Petroleum Products | 4.79 | 4.79 | 4.82 |
| IT - Software | 7.54 | 7.54 | 8.45 |
| Cement & Cement Products | 2.5 | 2.5 | 2.65 |
| Construction | 3.08 | 3.08 | 3.63 |
| Banks | 25.09 | 25.09 | 25.97 |
| Diversified FMCG | 3.36 | 3.36 | 3.36 |
| Pharmaceuticals & Biotechnology | 7.74 | 7.74 | 7.38 |
| Chemicals & Petrochemicals | 1.01 | 1.01 | 1.34 |
| Aerospace & Defense | 0.65 | 0.65 | - |
| Realty | 0.28 | 0.28 | 0.35 |
| Automobiles | 5.05 | 5.05 | 2.9 |
| Healthcare Services | 1.03 | 1.03 | 1.05 |
| Electrical Equipment | 2.26 | 2.26 | 2.21 |
| Finance | 4.31 | 4.31 | 3.86 |
| Gas | 0.61 | 0.61 | 0.64 |
| Industrial Products | 2.08 | 2.08 | 0.85 |
| Transport Services | 2.94 | 2.94 | 3.24 |
| Consumer Durables | 4.04 | 4.04 | 4.16 |
| Insurance | 1.65 | 1.65 | 1.98 |
| Agricultural Food & other Products | 0.89 | 0.89 | 1.09 |
| Oil | 0.79 | 0.79 | 0.83 |
| Auto Components | 0.97 | 0.97 | 1 |
| Retailing | 2.32 | 2.32 | 2.58 |
| Beverages | 2.15 | 2.15 | 1.86 |
| Capital Markets | 3.06 | 3.06 | 2.07 |
| Power | 0.99 | 0.99 | 1 |
| Transport Infrastructure | 0.48 | 0.48 | 0.56 |
| Leisure Services | 1.4 | 1.4 | 1.62 |
| Ferrous Metals | - | - | 1.15 |
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