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

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tortoise-icon Sundaram ELSS Tax Saver Fund Regular Growth

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

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tortoise-icon Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

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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 Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Fund Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Investment Plan Growth Growth Growth
Level of Risk Average Average Very High
Asset Size (Cr) ₹1356 Cr ₹1356 Cr ₹381 Cr
Min Investment ₹500 ₹500 ₹500
Min SIP Invesment ₹500 ₹0 ₹500
Min Addl Investment ₹500 ₹500 ₹500
Launch Date 01 May 2013 01 May 2013 30 Dec 2008
Category ELSS ELSS ELSS
Fund Type Open Ended Open-Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI NIFTY 500 TRI
Turn Over % % 57%
Expense Ratio 2.19 2.19 2.34
Manager Sudhir Kedia Sudhir Kedia Trideep Bhattacharya
ISIN Code INF173K01361 INF173K01361 INF754K01517
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 Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
1 Month 4.65% 4.65% 2.51%
6 Month 14.72% 14.72% 20.36%
1 Year 29.96% 29.96% 40.42%
3 Year 16.61% 16.61% 18.58%
5 Year 21.5% 21.5% 20.41%

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 Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
6 Month - - -
1 Year 14.28% 14.28% 16.94%
3 Year 34.19% 34.19% 36.65%
5 Year 70.65% 70.65% 67.95%

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 Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
1 Year 22.1% 22.1% 20.92%
3 Year 54.1% 54.1% 52.22%
5 Year 76.52% 76.52% 76.54%

Risk Management

Scheme Name Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Standard Deviation 11.66% 11.66% 12.15%
Sharp 1.01% 1.01% 0.93%
Beta 0.86% 0.86% 0.91%
Alpha 0.54% 0.54% -0.58%

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Fund Managers

Scheme Name Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Name Sudhir Kedia Sudhir Kedia Trideep Bhattacharya
Total AUM ₹10423 Cr ₹10423 Cr ₹0 Cr
Fund Manage 8 8 9
Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Sundaram ELSS Tax Saver Fund Regular Growth

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

Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

Large Cap 67.45 67.45 68.97
Others 9.41 9.41 4.99
Small Cap 12.66 12.66 11.27
Mid Cap 10.42 10.42 14.77

Sector Allocation

Scheme Name

Sundaram ELSS Tax Saver Fund Regular Growth

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

Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

Financial 28.95 28.95 29.19
Energy 6.62 6.62 6.54
Technology 8.24 8.24 9.02
Others 3.29 3.29 1.37
Automobile 6.19 6.19 9.34
Construction 3.09 3.09 7.74
Healthcare 7.44 7.44 5.85
Communication 4.3 4.3 2.41
Services 10.2 10.2 5.03
Unclassified 1.59 1.59 -
Capital Goods 6.07 6.07 8.99
Materials 2.35 2.35 4.55
Consumer Discretionary 3.08 3.08 1.3
Consumer Staples 5.93 5.93 5.11
Chemicals 1.7 1.7 0.43
Metals & Mining 0.9 0.9 2.49
Insurance - - 0.64

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