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 | Average | Average | Very High |
| Asset Size (Cr) | ₹1356 Cr | ₹1356 Cr | ₹4259 Cr |
| Min Investment | ₹500 | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹0 | ₹1000 |
| Min Addl Investment | ₹500 | ₹500 | ₹500 |
| Launch Date | 01 May 2013 | 01 May 2013 | 01 Jan 2013 |
| 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 | 2.19 | 2.19 | 1.91 |
| Manager | Sudhir Kedia | Sudhir Kedia | Gautam Bhupal |
| ISIN Code | INF173K01361 | INF173K01361 | INF677K01064 |
| 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 | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|---|
| 1 Month | 5.34% | 5.34% | 2.92% |
| 6 Month | 20.2% | 20.2% | 26.88% |
| 1 Year | 31.14% | 31.14% | 50.9% |
| 3 Year | 17.37% | 17.37% | 21.03% |
| 5 Year | 21.62% | 21.62% | 21.78% |
| 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 | 14.28% | 14.28% | 21.52% |
| 3 Year | 34.19% | 34.19% | 44.16% |
| 5 Year | 70.65% | 70.65% | 75.85% |
| 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 | 22.1% | 22.1% | 22.33% |
| 3 Year | 54.1% | 54.1% | 56.95% |
| 5 Year | 76.52% | 76.52% | 86.36% |
| 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 | 0.9% | 0.9% | 1.02% |
| Beta | 0.87% | 0.87% | 0.93% |
| Alpha | 0.69% | 0.69% | 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 | 9.41 | 9.41 | 2.78 |
| Large Cap | 67.45 | 67.45 | 51.84 |
| Small Cap | 12.66 | 12.66 | 22.85 |
| Mid Cap | 10.42 | 10.42 | 22.53 |
| 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 |
|---|---|---|---|
| Others | 3.29 | 3.29 | 0.76 |
| Communication | 4.3 | 4.3 | 1.62 |
| Energy | 6.62 | 6.62 | 7.84 |
| Technology | 8.24 | 8.24 | 7.59 |
| Capital Goods | 6.07 | 6.07 | 19.87 |
| Materials | 2.35 | 2.35 | 1.25 |
| Construction | 3.09 | 3.09 | 9.39 |
| Financial | 28.95 | 28.95 | 22.44 |
| Consumer Staples | 5.93 | 5.93 | 2.67 |
| Healthcare | 7.44 | 7.44 | 4.62 |
| Chemicals | 1.7 | 1.7 | 0.63 |
| Metals & Mining | 0.9 | 0.9 | 3.9 |
| Automobile | 6.19 | 6.19 | 6.11 |
| Consumer Discretionary | 3.08 | 3.08 | 5.74 |
| Services | 10.2 | 10.2 | 5.57 |
| Unclassified | 1.59 | 1.59 | - |
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