Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth vs DSP 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 DSP 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 DSP 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 DSP 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 ₹16287 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 05 Jan 2007
Category ELSS ELSS ELSS
Fund Type Open Ended Open-Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI NIFTY 500 TRI
Turn Over % % 35%
Expense Ratio 2.19 2.19 1.65
Manager Sudhir Kedia Sudhir Kedia Rohit Singhania
ISIN Code INF173K01361 INF173K01361 INF740K01185
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 DSP ELSS Tax Saver Fund - Regular Plan - Growth
1 Month -6.34% -6.34% -6.15%
6 Month 3.15% 3.15% 9.63%
1 Year 21.33% 21.33% 34.97%
3 Year 12.03% 12.03% 17.06%
5 Year 18.15% 18.15% 20.77%

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 DSP ELSS Tax Saver Fund - Regular Plan - Growth
6 Month - - -
1 Year 15.29% 15.29% 27.18%
3 Year 19.18% 19.18% 26.94%
5 Year 20.59% 20.59% 25.36%

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 DSP ELSS Tax Saver Fund - Regular Plan - Growth
1 Year 19% 19% 14.07%
3 Year 16.75% 16.75% 16.07%
5 Year 14.41% 14.41% 15.38%

Risk Management

Scheme Name Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth DSP ELSS Tax Saver Fund - Regular Plan - Growth
Standard Deviation 11.66% 11.66% 12.57%
Sharp 0.62% 0.62% 0.85%
Beta 0.87% 0.87% 0.97%
Alpha -0.24% -0.24% 2.95%

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 DSP ELSS Tax Saver Fund - Regular Plan - Growth
Name Sudhir Kedia Sudhir Kedia Rohit Singhania
Total AUM ₹10423 Cr ₹10423 Cr ₹46862 Cr
Fund Manage 8 8 7
Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth DSP 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

DSP ELSS Tax Saver Fund - Regular Plan - Growth

Others 9.41 9.41 1.62
Large Cap 67.45 67.45 64.8
Small Cap 12.66 12.66 14.21
Mid Cap 10.42 10.42 19.37

Sector Allocation

Scheme Name

Sundaram ELSS Tax Saver Fund Regular Growth

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

DSP ELSS Tax Saver Fund - Regular Plan - Growth

Others 3.29 3.29 1.43
Communication 4.3 4.3 4.67
Energy 6.62 6.62 9.48
Technology 8.24 8.24 7.54
Capital Goods 6.07 6.07 4.96
Materials 2.35 2.35 3.13
Construction 3.09 3.09 2.13
Financial 28.95 28.95 34.15
Consumer Staples 5.93 5.93 6.3
Healthcare 7.44 7.44 7.16
Chemicals 1.7 1.7 2.66
Metals & Mining 0.9 0.9 2.7
Automobile 6.19 6.19 8.04
Consumer Discretionary 3.08 3.08 2.34
Services 10.2 10.2 1.06
Unclassified 1.59 1.59 -
Insurance - - 1.29
Textiles - - 0.96

Top Comparisons

Aditya Birla Sun Life India Gennext Fund-Growth Option Aditya Birla Sun Life India Gennext Fund-Growth Option

3Y Returns12.63%

VS

Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option

3Y Returns14.92%

Compare Now

Franklin Build India Fund Growth Plan Franklin Build India Fund Growth Plan

3Y Returns26.48%

VS

Canara Robeco Infrastructure Fund - Regular Plan - Growth Option Canara Robeco Infrastructure Fund - Regular Plan - Growth Option

3Y Returns26.04%

Compare Now

Baroda BNP Paribas Retirement Fund - Reg (G) Baroda BNP Paribas Retirement Fund - Reg (G)

3Y Returns0%

VS

Tata Nifty Realty Index Fund - Regular (G) Tata Nifty Realty Index Fund - Regular (G)

3Y Returns0%

Compare Now

HDFC Asset Allocator Fund of Funds - Growth Option HDFC Asset Allocator Fund of Funds - Growth Option

3Y Returns13.77%

VS

HSBC Managed Solutions - Conservative - Growth HSBC Managed Solutions - Conservative - Growth

3Y Returns5.73%

Compare Now
Request call back
Add to Cart Successfully