Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth vs HDFC 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
HDFC ELSS Tax saver Fund - Growth Plan
Chart Comparison
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|---|
| Fund | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | HDFC ELSS Tax saver Fund - Growth Plan |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Average | Average | Very High |
| Asset Size (Cr) | ₹1356 Cr | ₹1356 Cr | ₹15678 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 Mar 1996 |
| Category | ELSS | ELSS | ELSS |
| Fund Type | Open Ended | Open-Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | % | % | 36.4% |
| Expense Ratio | 2.19 | 2.19 | 1.73 |
| Manager | Sudhir Kedia | Sudhir Kedia | Dhruv Muchhal |
| ISIN Code | INF173K01361 | INF173K01361 | INF179K01BB8 |
| 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 | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|---|
| 1 Month | -6.34% | -6.34% | -4.71% |
| 6 Month | 3.15% | 3.15% | 7.45% |
| 1 Year | 21.33% | 21.33% | 33.42% |
| 3 Year | 12.03% | 12.03% | 20.26% |
| 5 Year | 18.15% | 18.15% | 20.31% |
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 15.29% | 15.29% | 23.9% |
| 3 Year | 19.18% | 19.18% | 28.26% |
| 5 Year | 20.59% | 20.59% | 26.92% |
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|---|
| 1 Year | 19% | 19% | 17.61% |
| 3 Year | 16.75% | 16.75% | 14.99% |
| 5 Year | 14.41% | 14.41% | 14.82% |
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|---|
| Standard Deviation | 11.66% | 11.66% | 11.39% |
| Sharp | 0.62% | 0.62% | 1.57% |
| Beta | 0.87% | 0.87% | 0.85% |
| Alpha | -0.24% | -0.24% | 6.77% |
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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 | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|---|
| Name | Sudhir Kedia | Sudhir Kedia | Dhruv Muchhal |
| Total AUM | ₹10423 Cr | ₹10423 Cr | ₹520687 Cr |
| Fund Manage | 8 | 8 | 40 |
| Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | HDFC ELSS Tax saver Fund - Growth Plan |
| Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|---|
| Others | 9.41 | 9.41 | 8.08 |
| Large Cap | 67.45 | 67.45 | 77.32 |
| Small Cap | 12.66 | 12.66 | 7.54 |
| Mid Cap | 10.42 | 10.42 | 7.06 |
| Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|---|
| Others | 3.29 | 3.29 | 7.82 |
| 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 | 1.02 |
| 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 | - |
| Telecom - Services | - | - | 5.14 |
| Petroleum Products | - | - | 0.2 |
| IT - Software | - | - | 10.43 |
| Banks | - | - | 36.46 |
| Agricultural, Commercial & Construction Vehicles | - | - | 1.32 |
| Pharmaceuticals & Biotechnology | - | - | 7.77 |
| Automobiles | - | - | 6.42 |
| Aerospace & Defense | - | - | 2.35 |
| Ferrous Metals | - | - | 0.78 |
| Healthcare Services | - | - | 4.59 |
| Insurance | - | - | 4.98 |
| IT - Services | - | - | 0.64 |
| Transport Services | - | - | 0.26 |
| Consumer Durables | - | - | 1.79 |
| Oil | - | - | 0.79 |
| Entertainment | - | - | 0.39 |
| Auto Components | - | - | 0.17 |
| Retailing | - | - | 0.96 |
| Power | - | - | 1.96 |
| Realty | - | - | 2.29 |
| Beverages | - | - | 0.9 |
| Commercial Services & Supplies | - | - | 0.57 |
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