Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth vs Bandhan ELSS Tax saver Fund compare
Sundaram ELSS Tax Saver Fund Regular Growth
Invest NowSundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
Invest NowBandhan ELSS Tax saver Fund - Regular Plan - Growth
Invest NowChart Comparison
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 |
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% |
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% |
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% |
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% |
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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 | 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 |
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 |
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 |
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