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Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth vs ITI ELSS Tax Saver Fund Regular compare

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tortoise-icon ITI ELSS Tax Saver Fund Regular - Growth

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tortoise-icon Sundaram ELSS Tax Saver Fund Regular Growth

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tortoise-icon Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 7.98% 6.22% 6.22%
6 Month -15.99% -9.72% -9.72%
1 Year 4.23% 6.23% 6.23%
3 Year 18.18% 12.96% 12.96%
5 Year 24.12% 25.26% 25.26%

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 -6.7% -3.18% -3.18%
1 Year -14.9% -6.22% -6.22%
3 Year 17.1% 13.28% 13.28%
5 Year 16.86% 16.14% 16.14%

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% 0.44% 0.44%
Beta 0.917% 0.87% 0.87%
Alpha 3.597% -0.29% -0.29%

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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 7.28 7.28
Large Cap 41.83 67.25 67.25
Small Cap 44.62 11.74 11.74
Mid Cap 9.14 13.73 13.73

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 5.2 5.2
Communication Services 2.67 5.93 5.93
Industrials 20.77 12.7 12.7
Consumer Defensive 3.66 7.12 7.12
Basic Materials 10.08 4.59 4.59
Financial Services 26.02 31.35 31.35
Consumer Cyclical 11.66 10.84 10.84
Technology 9.68 8.28 8.28
Healthcare 2.53 7.16 7.16
Energy 1 5.45 5.45
Real Estate 4.73 - -
Utilities 5.53 1.38 1.38

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