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
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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 | 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 | Very High | Very High | Very High |
Asset Size (Cr) | ₹1351 Cr | ₹1351 Cr | ₹6900 Cr |
Min Investment | ₹500 | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 | ₹500 |
Launch Date | 31 Mar 1996 | 31 Mar 1996 | 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 | 2.21 | 2.21 | 1.74 |
Manager | Sudhir Kedia | Sudhir Kedia | Ritika Behera |
ISIN Code | INF173K01361 | INF173K01361 | INF194K01292 |
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 | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
---|---|---|---|
1 Month | -3.97% | -3.97% | -3.88% |
6 Month | -4.61% | -4.61% | -6.9% |
1 Year | 11.33% | 11.33% | 7.06% |
3 Year | 12.11% | 12.11% | 12.59% |
5 Year | 17.42% | 17.42% | 20.11% |
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 | 1.59% | 1.59% | -3.16% |
3 Year | 15.32% | 15.32% | 15.05% |
5 Year | 18.15% | 18.15% | 20.38% |
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 | 0.39% | 0.39% | 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 | 2.16 | 2.16 | 4.08 |
Large Cap | 69.38 | 69.38 | 66.54 |
Mid Cap | 16.11 | 16.11 | 14.31 |
Small Cap | 12.49 | 12.49 | 15.07 |
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 | 2.16 | 2.16 | 4.08 |
Telecom - Services | 4.92 | 4.92 | 2.57 |
Petroleum Products | 4.79 | 4.79 | 5.02 |
IT - Software | 7.54 | 7.54 | 8.77 |
Cement & Cement Products | 2.5 | 2.5 | 1.94 |
Construction | 3.08 | 3.08 | 5.38 |
Banks | 25.09 | 25.09 | 20.53 |
Diversified FMCG | 3.36 | 3.36 | 1.77 |
Pharmaceuticals & Biotechnology | 7.74 | 7.74 | 8.7 |
Chemicals & Petrochemicals | 1.01 | 1.01 | 0.57 |
Aerospace & Defense | 0.65 | 0.65 | - |
Realty | 0.28 | 0.28 | 1.52 |
Automobiles | 5.05 | 5.05 | 3.56 |
Healthcare Services | 1.03 | 1.03 | - |
Electrical Equipment | 2.26 | 2.26 | 2.04 |
Finance | 4.31 | 4.31 | 2.93 |
Gas | 0.61 | 0.61 | - |
Industrial Products | 2.08 | 2.08 | 0.38 |
Transport Services | 2.94 | 2.94 | 1 |
Consumer Durables | 4.04 | 4.04 | 1.65 |
Insurance | 1.65 | 1.65 | 3.63 |
Agricultural Food & other Products | 0.89 | 0.89 | - |
Oil | 0.79 | 0.79 | 0.58 |
Auto Components | 0.97 | 0.97 | 3.53 |
Retailing | 2.32 | 2.32 | 2.17 |
Beverages | 2.15 | 2.15 | 2.44 |
Capital Markets | 3.06 | 3.06 | - |
Power | 0.99 | 0.99 | 3.57 |
Transport Infrastructure | 0.48 | 0.48 | - |
Leisure Services | 1.4 | 1.4 | 2.37 |
Personal Products | - | - | 1.1 |
Non - Ferrous Metals | - | - | 0.99 |
Telecom - Equipment & Accessories | - | - | 0.84 |
Diversified Metals | - | - | 1.14 |
Food Products | - | - | 1.59 |
Fertilizers & Agrochemicals | - | - | 0.96 |
Ferrous Metals | - | - | 2.68 |
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