Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth vs ITI ELSS Tax Saver Fund Regular compare
ITI ELSS Tax Saver Fund Regular - Growth
Sundaram ELSS Tax Saver Fund Regular Growth
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
Chart Comparison
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
---|---|---|---|
Fund | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Average | Average |
Asset Size (Cr) | ₹363 Cr | ₹1356 Cr | ₹1356 Cr |
Min Investment | ₹500 | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 | ₹0 |
Min Addl Investment | ₹500 | ₹500 | ₹500 |
Launch Date | 18 Oct 2019 | 01 May 2013 | 01 May 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 | % | % | % |
Expense Ratio | 2.3 | 2.19 | 2.19 |
Manager | Vishal Jajoo | Sudhir Kedia | Sudhir Kedia |
ISIN Code | INF00XX01374 | INF173K01361 | INF173K01361 |
Exits Load | Nil/365 | Nil/365 | Nil/365 |
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
---|---|---|---|
1 Month | 2.62% | 4.65% | 4.65% |
6 Month | 22.96% | 14.72% | 14.72% |
1 Year | 57.89% | 29.96% | 29.96% |
3 Year | 21.67% | 16.61% | 16.61% |
5 Year | - | 21.5% | 21.5% |
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
---|---|---|---|
6 Month | - | - | - |
1 Year | 25.56% | 14.28% | 14.28% |
3 Year | 54.01% | 34.19% | 34.19% |
5 Year | 80.34% | 70.65% | 70.65% |
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
---|---|---|---|
1 Year | 24.07% | 22.1% | 22.1% |
3 Year | 59.02% | 54.1% | 54.1% |
5 Year | 84.68% | 76.52% | 76.52% |
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
---|---|---|---|
Standard Deviation | 12.51% | 11.66% | 11.66% |
Sharp | 1.03% | 1.01% | 1.01% |
Beta | 0.83% | 0.86% | 0.86% |
Alpha | 1.91% | 0.54% | 0.54% |
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Get Free Experts GuidanceScheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
---|---|---|---|
Name | Vishal Jajoo | Sudhir Kedia | Sudhir Kedia |
Total AUM | ₹762 Cr | ₹10423 Cr | ₹10423 Cr |
Fund Manage | 3 | 8 | 8 |
ITI ELSS Tax Saver Fund Regular - Growth | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
---|---|---|---|
Others | 6.74 | 9.41 | 9.41 |
Large Cap | 49.09 | 67.45 | 67.45 |
Mid Cap | 15.57 | 10.42 | 10.42 |
Small Cap | 28.6 | 12.66 | 12.66 |
Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
---|---|---|---|
Telecom - Services | 11.75 | - | - |
Retailing | 7.91 | - | - |
Construction | 6.35 | 3.09 | 3.09 |
Transport Services | 3.53 | - | - |
Ferrous Metals | 3.18 | - | - |
Industrial Products | 9.98 | - | - |
Finance | 3.86 | - | - |
Automobiles | 5.91 | - | - |
Textiles & Apparels | 3.11 | - | - |
Banks | 11.64 | - | - |
Realty | 4.94 | - | - |
Paper, Forest & Jute Products | 2.3 | - | - |
Power | 4.81 | - | - |
IT - Software | 4.69 | - | - |
Others | 1.76 | 3.29 | 3.29 |
Auto Components | 2.29 | - | - |
Commercial Services & Supplies | 1.84 | - | - |
Petroleum Products | 2.08 | - | - |
Diversified FMCG | 1.21 | - | - |
Industrial Manufacturing | 1.13 | - | - |
Chemicals & Petrochemicals | 1.12 | - | - |
Aerospace & Defense | 1.69 | - | - |
Electrical Equipment | 1.65 | - | - |
Pharmaceuticals & Biotechnology | 0.66 | - | - |
Engineering Services | 0.61 | - | - |
Financial | - | 28.95 | 28.95 |
Energy | - | 6.62 | 6.62 |
Technology | - | 8.24 | 8.24 |
Automobile | - | 6.19 | 6.19 |
Healthcare | - | 7.44 | 7.44 |
Communication | - | 4.3 | 4.3 |
Services | - | 10.2 | 10.2 |
Unclassified | - | 1.59 | 1.59 |
Capital Goods | - | 6.07 | 6.07 |
Materials | - | 2.35 | 2.35 |
Consumer Discretionary | - | 3.08 | 3.08 |
Consumer Staples | - | 5.93 | 5.93 |
Chemicals | - | 1.7 | 1.7 |
Metals & Mining | - | 0.9 | 0.9 |
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