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
Invest NowSundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
Invest NowSundaram Diversified Equity (ELSS) Regular Plan - Growth
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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 |
---|---|---|---|
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 | ₹0 | ₹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 | 5.34% | 5.34% | 5.62% |
6 Month | 20.2% | 20.2% | 18.2% |
1 Year | 31.14% | 31.14% | 27.31% |
3 Year | 17.37% | 17.37% | 15.19% |
5 Year | 21.62% | 21.62% | 18.88% |
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 | 14.28% | 14.28% | 11.79% |
3 Year | 34.19% | 34.19% | 29.63% |
5 Year | 70.65% | 70.65% | 60.74% |
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 | 22.1% | 22.1% | 19.41% |
3 Year | 54.1% | 54.1% | 47.92% |
5 Year | 76.52% | 76.52% | 66.18% |
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 | 0.9% | 0.9% | 0.73% |
Beta | 0.87% | 0.87% | 0.87% |
Alpha | 0.69% | 0.69% | -1.4% |
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Get Free Experts GuidanceScheme 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 | - |
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