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

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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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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)	₹388 Cr	₹1351 Cr	₹1351 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	2.3	2.21	2.21
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

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	2.48%	2.15%	2.15%
6 Month	-0.85%	1.59%	1.59%
1 Year	23.11%	16.33%	16.33%
3 Year	19.66%	14.9%	14.9%
5 Year	17.75%	18.63%	18.63%

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	11.55%	10.18%	10.18%
3 Year	26.52%	18.34%	18.34%
5 Year	22.47%	20.15%	20.15%

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	21.02%	19%	19%
3 Year	18.31%	16.75%	16.75%
5 Year	18.49%	14.41%	14.41%

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%	0.72%	0.72%
Beta	0.83%	0.87%	0.87%
Alpha	1.91%	0.11%	0.11%

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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
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	5.45	2.16	2.16
Large Cap	50.01	69.38	69.38
Small Cap	34.83	12.49	12.49
Mid Cap	9.71	16.11	16.11

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	5.45	2.16	2.16
Telecom - Services	2.47	4.92	4.92
Realty	4	0.28	0.28
Electrical Equipment	3.49	2.26	2.26
Food Products	1.33	-	-
Industrial Manufacturing	1.51	-	-
Construction	3.23	3.08	3.08
Textiles & Apparels	1.32	-	-
Banks	15.29	25.09	25.09
IT - Software	4.44	7.54	7.54
Paper, Forest & Jute Products	3.86	-	-
IT - Services	1.07	-	-
Pharmaceuticals & Biotechnology	2.1	7.74	7.74
Insurance	0.76	1.65	1.65
Automobiles	3.48	5.05	5.05
Finance	4.61	4.31	4.31
Diversified FMCG	3.15	3.36	3.36
Industrial Products	8.38	2.08	2.08
Oil	1.28	0.79	0.79
Ferrous Metals	1.18	-	-
Power	6	0.99	0.99
Chemicals & Petrochemicals	2.3	1.01	1.01
Transport Services	4.51	2.94	2.94
Engineering Services	1.12	-	-
Household Products	0.53	-	-
Commercial Services & Supplies	3.35	-	-
Retailing	9.26	2.32	2.32
Auto Components	0.53	0.97	0.97
Petroleum Products	-	4.79	4.79
Cement & Cement Products	-	2.5	2.5
Aerospace & Defense	-	0.65	0.65
Healthcare Services	-	1.03	1.03
Gas	-	0.61	0.61
Consumer Durables	-	4.04	4.04
Agricultural Food & other Products	-	0.89	0.89
Beverages	-	2.15	2.15
Capital Markets	-	3.06	3.06
Transport Infrastructure	-	0.48	0.48
Leisure Services	-	1.4	1.4