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
Overview
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 | Very High | Very High |
Asset Size (Cr) | ₹374 Cr | ₹1299 Cr | ₹1299 Cr |
Min Investment | ₹500 | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 | ₹500 |
Launch Date | 18 Oct 2019 | 31 Mar 1996 | 31 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 | % | % | % |
Expense Ratio | 2.32 | 2.23 | 2.23 |
Manager | Vishal Jajoo | Sudhir Kedia | Sudhir Kedia |
ISIN Code | INF00XX01374 | INF173K01361 | INF173K01361 |
Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
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 | 4.36% | 4.49% | 4.49% |
6 Month | -5.88% | -0.98% | -0.98% |
1 Year | 5.84% | 8.33% | 8.33% |
3 Year | 20.07% | 14.68% | 14.68% |
5 Year | 22.97% | 24.27% | 24.27% |
SIP Return Analysis
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 | -0.09% | 1.44% | 1.44% |
1 Year | -8.25% | -0.86% | -0.86% |
3 Year | 18.54% | 14.52% | 14.52% |
5 Year | 17.5% | 16.51% | 16.51% |
Rolling Lumpsum Returns
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 | 20.61% | 18.94% | 18.94% |
3 Year | 18.2% | 16.61% | 16.61% |
5 Year | 17.5% | 14.51% | 14.51% |
Risk Management
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 | 13.905% | 11.66% | 11.66% |
Sharp | 0.774% | 0.45% | 0.45% |
Beta | 0.917% | 0.87% | 0.87% |
Alpha | 3.597% | -0.18% | -0.18% |
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Fund Managers
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 |
---|---|---|---|
Name | Vishal Jajoo | Sudhir Kedia | Sudhir Kedia |
Total AUM | ₹762 Cr | ₹10423 Cr | ₹10423 Cr |
Funds Managed | 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 |
Market Cap
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 | 4.4 | 8.8 | 8.8 |
Large Cap | 41.83 | 66.99 | 66.99 |
Small Cap | 44.62 | 11.03 | 11.03 |
Mid Cap | 9.14 | 13.18 | 13.18 |
Sector Allocation
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 | 1.66 | 7.25 | 7.25 |
Communication Services | 2.67 | 4.95 | 4.95 |
Industrials | 20.77 | 11.74 | 11.74 |
Consumer Defensive | 3.66 | 5.77 | 5.77 |
Basic Materials | 10.08 | 5.31 | 5.31 |
Financial Services | 26.02 | 32.55 | 32.55 |
Consumer Cyclical | 11.66 | 10.61 | 10.61 |
Technology | 9.68 | 8.27 | 8.27 |
Healthcare | 2.53 | 6.81 | 6.81 |
Energy | 1 | 5.37 | 5.37 |
Real Estate | 4.73 | - | - |
Utilities | 5.53 | 1.37 | 1.37 |
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