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 | ₹500 |
| 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 | -8.12% | -5.79% | -5.79% |
| 6 Month | 2.79% | 3.76% | 3.76% |
| 1 Year | 30.05% | 21.53% | 21.53% |
| 3 Year | 16.22% | 12.27% | 12.27% |
| 5 Year | 17.38% | 18.43% | 18.43% |
| 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 | 19.63% | 15.29% | 15.29% |
| 3 Year | 27.89% | 19.18% | 19.18% |
| 5 Year | - | 20.59% | 20.59% |
| 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% | 0.62% | 0.62% |
| Beta | 0.83% | 0.87% | 0.87% |
| Alpha | 1.91% | -0.24% | -0.24% |
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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 | 6.74 | 9.41 | 9.41 |
| Large Cap | 49.09 | 67.45 | 67.45 |
| Small Cap | 28.6 | 12.66 | 12.66 |
| Mid Cap | 15.57 | 10.42 | 10.42 |
| 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 | 1.76 | 3.29 | 3.29 |
| Telecom - Services | 11.75 | - | - |
| Petroleum Products | 2.08 | - | - |
| Electrical Equipment | 1.65 | - | - |
| Construction | 6.35 | 3.09 | 3.09 |
| Industrial Manufacturing | 1.13 | - | - |
| Textiles & Apparels | 3.11 | - | - |
| Banks | 11.64 | - | - |
| IT - Software | 4.69 | - | - |
| Paper, Forest & Jute Products | 2.3 | - | - |
| Aerospace & Defense | 1.69 | - | - |
| Automobiles | 5.91 | - | - |
| Finance | 3.86 | - | - |
| Diversified FMCG | 1.21 | - | - |
| Pharmaceuticals & Biotechnology | 0.66 | - | - |
| Industrial Products | 9.98 | - | - |
| Realty | 4.94 | - | - |
| Ferrous Metals | 3.18 | - | - |
| Chemicals & Petrochemicals | 1.12 | - | - |
| Auto Components | 2.29 | - | - |
| Engineering Services | 0.61 | - | - |
| Power | 4.81 | - | - |
| Transport Services | 3.53 | - | - |
| Commercial Services & Supplies | 1.84 | - | - |
| Retailing | 7.91 | - | - |
| Communication | - | 4.3 | 4.3 |
| Energy | - | 6.62 | 6.62 |
| Technology | - | 8.24 | 8.24 |
| Capital Goods | - | 6.07 | 6.07 |
| Materials | - | 2.35 | 2.35 |
| Financial | - | 28.95 | 28.95 |
| Consumer Staples | - | 5.93 | 5.93 |
| Healthcare | - | 7.44 | 7.44 |
| Chemicals | - | 1.7 | 1.7 |
| Metals & Mining | - | 0.9 | 0.9 |
| Automobile | - | 6.19 | 6.19 |
| Consumer Discretionary | - | 3.08 | 3.08 |
| Services | - | 10.2 | 10.2 |
| Unclassified | - | 1.59 | 1.59 |
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