- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Retirement Corpus & Investment Amount
Child's Future Calculator Child Future Corpus & Invesment Amount
All Calculator All Financial Calculators at your Fingertips
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth vs DSP ELSS Tax Saver Fund compare
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
Chart Comparison
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 | Very High | Very High | Very High |
| Asset Size (Cr) | ₹1299 Cr | ₹1299 Cr | ₹15985 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 | 18 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 | 2.23 | 2.23 | 1.64 |
| Manager | Sudhir Kedia | Sudhir Kedia | Rohit Singhania |
| ISIN Code | INF173K01361 | INF173K01361 | INF740K01185 |
| Exits Load | Data not available./365 | Data not available./365 | Data not available./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 | 6.22% | 6.22% | 8.02% |
| 6 Month | -9.72% | -9.72% | -9.74% |
| 1 Year | 6.23% | 6.23% | 16.63% |
| 3 Year | 12.96% | 12.96% | 18.48% |
| 5 Year | 25.26% | 25.26% | 28.93% |
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 | -3.18% | -3.18% | -2.2% |
| 1 Year | -6.22% | -6.22% | -2.34% |
| 3 Year | 13.28% | 13.28% | 20.23% |
| 5 Year | 16.14% | 16.14% | 20.81% |
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 | 18.94% | 18.94% | 14.52% |
| 3 Year | 16.61% | 16.61% | 16.2% |
| 5 Year | 14.51% | 14.51% | 15.57% |
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 | 0.44% | 0.44% | 0.69% |
| Beta | 0.87% | 0.87% | 0.95% |
| Alpha | -0.29% | -0.29% | 3.25% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
| Funds Managed | 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 | 7.28 | 7.28 | 4.13 |
| Large Cap | 67.25 | 67.25 | 64.92 |
| Mid Cap | 13.73 | 13.73 | 16.71 |
| Small Cap | 11.74 | 11.74 | 14.24 |
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 | 5.2 | 5.2 | 2.93 |
| Communication Services | 5.93 | 5.93 | 4.54 |
| Energy | 5.45 | 5.45 | 3.79 |
| Technology | 8.28 | 8.28 | 7.93 |
| Consumer Cyclical | 10.84 | 10.84 | 9.91 |
| Basic Materials | 4.59 | 4.59 | 8.86 |
| Industrials | 12.7 | 12.7 | 7.29 |
| Consumer Defensive | 7.12 | 7.12 | 5.18 |
| Financial Services | 31.35 | 31.35 | 36.23 |
| Healthcare | 7.16 | 7.16 | 9.31 |
| Utilities | 1.38 | 1.38 | 4.03 |
Top Comparisons
Canara Robeco Savings Fund - Regular Plan - Growth Option
3Y Returns6.47%
Axis Treasury Advantage Fund - Retail Plan - Growth Option
3Y Returns6.68%
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
3Y Returns11.6%
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
3Y Returns14.94%
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
3Y Returns21.11%
Invesco India Midcap Fund - Growth Option
3Y Returns22.15%
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
3Y Returns10.81%
SBI Balanced Advantage Fund Regular Growth
3Y Returns12.78%
