Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth vs Bandhan ELSS Tax saver Fund compare

Link copied to clipboard!

tortoise-icon Sundaram ELSS Tax Saver Fund Regular Growth

Invest Now

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

Invest Now

tortoise-icon Bandhan ELSS Tax saver Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Bandhan ELSS Tax saver 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 Bandhan ELSS Tax saver Fund - Regular Plan - Growth
Investment Plan Growth Growth Growth
Level of Risk Average Average Very High
Asset Size (Cr) ₹1356 Cr ₹1356 Cr ₹6858 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 26 Dec 2008
Category ELSS ELSS ELSS
Fund Type Open Ended Open-Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI BSE 500
Turn Over % % 13%
Expense Ratio 2.19 2.19 1.74
Manager Sudhir Kedia Sudhir Kedia Ritika Behera
ISIN Code INF173K01361 INF173K01361 INF194K01292
Exits Load Nil/365 Nil/365 Nil/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 Bandhan ELSS Tax saver Fund - Regular Plan - Growth
1 Month -6.34% -6.34% -6.01%
6 Month 3.15% 3.15% 3.08%
1 Year 21.33% 21.33% 21.5%
3 Year 12.03% 12.03% 14.31%
5 Year 18.15% 18.15% 21.98%

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 Bandhan ELSS Tax saver Fund - Regular Plan - Growth
6 Month - - -
1 Year 15.29% 15.29% 12.61%
3 Year 19.18% 19.18% 20.08%
5 Year 20.59% 20.59% 23.63%

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 Bandhan ELSS Tax saver Fund - Regular Plan - Growth
1 Year 19% 19% 15.12%
3 Year 16.75% 16.75% 16.92%
5 Year 14.41% 14.41% 16.68%

Risk Management

Scheme Name Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Bandhan ELSS Tax saver Fund - Regular Plan - Growth
Standard Deviation 11.66% 11.66% 12.32%
Sharp 0.62% 0.62% 1.08%
Beta 0.87% 0.87% 0.87%
Alpha -0.24% -0.24% 3.03%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Bandhan ELSS Tax saver Fund - Regular Plan - Growth
Name Sudhir Kedia Sudhir Kedia Ritika Behera
Total AUM ₹10423 Cr ₹10423 Cr ₹43013 Cr
Fund Manage 8 8 19
Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Bandhan ELSS Tax saver Fund - 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

Bandhan ELSS Tax saver Fund - Regular Plan - Growth

Others 9.41 9.41 2.22
Large Cap 67.45 67.45 65.98
Small Cap 12.66 12.66 15.62
Mid Cap 10.42 10.42 16.18

Sector Allocation

Scheme Name

Sundaram ELSS Tax Saver Fund Regular Growth

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

Bandhan ELSS Tax saver Fund - Regular Plan - Growth

Others 3.29 3.29 2.22
Communication 4.3 4.3 -
Energy 6.62 6.62 -
Technology 8.24 8.24 -
Capital Goods 6.07 6.07 -
Materials 2.35 2.35 -
Construction 3.09 3.09 5.53
Financial 28.95 28.95 -
Consumer Staples 5.93 5.93 -
Healthcare 7.44 7.44 -
Chemicals 1.7 1.7 -
Metals & Mining 0.9 0.9 -
Automobile 6.19 6.19 -
Consumer Discretionary 3.08 3.08 -
Services 10.2 10.2 -
Unclassified 1.59 1.59 -
Cement & Cement Products - - 1.78
Petroleum Products - - 4.9
IT - Software - - 9.87
Personal Products - - 1.23
Non - Ferrous Metals - - 1.45
Banks - - 18.84
Pharmaceuticals & Biotechnology - - 9.46
Leisure Services - - 2.67
Electrical Equipment - - 2.02
Telecom - Equipment & Accessories - - 0.71
Consumer Durables - - 1.65
Insurance - - 3.78
Industrial Products - - 0.48
Diversified FMCG - - 1.73
Automobiles - - 4.76
Retailing - - 2.24
Diversified Metals - - 0.83
Oil - - 0.23
Food Products - - 1.68
Auto Components - - 3.64
Chemicals & Petrochemicals - - 0.6
Finance - - 2.94
Transport Services - - 0.9
Telecom - Services - - 2.64
Fertilizers & Agrochemicals - - 0.76
Consumable Fuels - - 0.58
Realty - - 1.53
Beverages - - 2.53
Power - - 2.86
Ferrous Metals - - 2.96

Top Comparisons

SBI Magnum Low Duration Fund - Regular Plan - Growth SBI Magnum Low Duration Fund - Regular Plan - Growth

3Y Returns5.87%

VS

Axis Treasury Advantage Fund - Retail Plan - Growth Option Axis Treasury Advantage Fund - Retail Plan - Growth Option

3Y Returns6.2%

Compare Now

SBI Magnum Gilt Fund - Regular Plan - Growth SBI Magnum Gilt Fund - Regular Plan - Growth

3Y Returns6.62%

VS

HSBC Gilt Fund - Regular Growth HSBC Gilt Fund - Regular Growth

3Y Returns4.78%

Compare Now

HDFC Money Market Fund - Growth Option HDFC Money Market Fund - Growth Option

3Y Returns6.41%

VS

PGIM India Money Market Fund - Regular Plan - Growth Option PGIM India Money Market Fund - Regular Plan - Growth Option

3Y Returns6.07%

Compare Now

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

3Y Returns10.38%

VS

LIC MF Balanced Advantage Fund Regular - Growth LIC MF Balanced Advantage Fund Regular - Growth

3Y Returns9.12%

Compare Now
Request call back
Add to Cart Successfully