Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth vs HSBC 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
HSBC ELSS Tax saver Fund - Regular Growth
Chart Comparison
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|---|
| Fund | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | HSBC ELSS Tax saver Fund - Regular Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹1351 Cr | ₹1351 Cr | ₹4253 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 | 27 Feb 2006 |
| Category | ELSS | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | % | % | 70% |
| Expense Ratio | 2.21 | 2.21 | 1.89 |
| Manager | Sudhir Kedia | Sudhir Kedia | Gautam Bhupal |
| ISIN Code | INF173K01361 | INF173K01361 | INF677K01064 |
| Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|---|
| 1 Month | -3.97% | -3.97% | -6.72% |
| 6 Month | -4.61% | -4.61% | -1.52% |
| 1 Year | 11.33% | 11.33% | 21.47% |
| 3 Year | 12.11% | 12.11% | 15.56% |
| 5 Year | 17.42% | 17.42% | 17.27% |
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 1.59% | 1.59% | 10.44% |
| 3 Year | 15.32% | 15.32% | 23.28% |
| 5 Year | 18.15% | 18.15% | 21.53% |
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|---|
| 1 Year | 19% | 19% | 13.57% |
| 3 Year | 16.75% | 16.75% | 14.07% |
| 5 Year | 14.41% | 14.41% | 13.1% |
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|---|
| Standard Deviation | 11.66% | 11.66% | 12.97% |
| Sharp | 0.62% | 0.62% | 1.02% |
| Beta | 0.87% | 0.87% | 0.93% |
| Alpha | 0.39% | 0.39% | 1.15% |
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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 | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|---|
| Name | Sudhir Kedia | Sudhir Kedia | Gautam Bhupal |
| Total AUM | ₹10423 Cr | ₹10423 Cr | ₹25949 Cr |
| Fund Manage | 8 | 8 | 13 |
| Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | HSBC ELSS Tax saver Fund - Regular Growth |
| Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|---|
| Others | 2.16 | 2.16 | 1.69 |
| Large Cap | 69.38 | 69.38 | 49.86 |
| Mid Cap | 16.11 | 16.11 | 20.39 |
| Small Cap | 12.49 | 12.49 | 28.06 |
| Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|---|
| Others | 2.16 | 2.16 | 1.69 |
| Telecom - Services | 4.92 | 4.92 | 1.77 |
| Petroleum Products | 4.79 | 4.79 | 2.86 |
| IT - Software | 7.54 | 7.54 | 8.94 |
| Cement & Cement Products | 2.5 | 2.5 | 0.72 |
| Construction | 3.08 | 3.08 | 4.35 |
| Banks | 25.09 | 25.09 | 14.31 |
| Diversified FMCG | 3.36 | 3.36 | - |
| Pharmaceuticals & Biotechnology | 7.74 | 7.74 | 3.23 |
| Chemicals & Petrochemicals | 1.01 | 1.01 | 1.6 |
| Aerospace & Defense | 0.65 | 0.65 | 2.3 |
| Realty | 0.28 | 0.28 | 2.26 |
| Automobiles | 5.05 | 5.05 | 2.81 |
| Healthcare Services | 1.03 | 1.03 | 2.27 |
| Electrical Equipment | 2.26 | 2.26 | 10.34 |
| Finance | 4.31 | 4.31 | 6.22 |
| Gas | 0.61 | 0.61 | 0.92 |
| Industrial Products | 2.08 | 2.08 | 2.69 |
| Transport Services | 2.94 | 2.94 | - |
| Consumer Durables | 4.04 | 4.04 | 5.08 |
| Insurance | 1.65 | 1.65 | - |
| Agricultural Food & other Products | 0.89 | 0.89 | 1.34 |
| Oil | 0.79 | 0.79 | 1.05 |
| Auto Components | 0.97 | 0.97 | 3.58 |
| Retailing | 2.32 | 2.32 | 4.92 |
| Beverages | 2.15 | 2.15 | - |
| Capital Markets | 3.06 | 3.06 | 2.32 |
| Power | 0.99 | 0.99 | 2.47 |
| Transport Infrastructure | 0.48 | 0.48 | - |
| Leisure Services | 1.4 | 1.4 | 2.26 |
| Food Products | - | - | 1.12 |
| Personal Products | - | - | 0.88 |
| Agricultural, Commercial & Construction Vehicles | - | - | 0.61 |
| Ferrous Metals | - | - | 1.94 |
| Household Products | - | - | 0.47 |
| Industrial Manufacturing | - | - | 1.59 |
| Textiles & Apparels | - | - | 1.09 |
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