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

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

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HDFC ELSS Tax saver Fund - Growth Plan

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Overview

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	-5.6%	-5.6%	1.2%
6 Month	7.15%	7.15%	19.01%
1 Year	31.04%	31.04%	47.09%
3 Year	14%	14%	25.91%
5 Year	19.27%	19.27%	23.51%

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	14.28%	14.28%	20.44%
3 Year	34.19%	34.19%	51.61%
5 Year	70.65%	70.65%	94.31%

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
1 Year	16.18%	16.18%	17.48%
3 Year	16.02%	16.02%	15.18%
5 Year	13.83%	13.83%	14.67%

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	0.85%	0.85%	1.57%
Beta	0.87%	0.87%	0.85%
Alpha	0.43%	0.43%	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