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

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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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tortoise-icon Kotak ELSS Tax Saver Fund-Scheme-Growth

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Chart Comparison

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

Overview

Scheme Name Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Kotak ELSS Tax Saver Fund-Scheme-Growth
Fund Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Kotak ELSS Tax Saver Fund-Scheme-Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹1299 Cr ₹1299 Cr ₹5893 Cr
Min Investment ₹500 ₹500 ₹500
Min SIP Invesment ₹500 ₹500 ₹500
Min Addl Investment ₹500 ₹500 ₹500
Launch Date 31 Mar 1996 31 Mar 1996 23 Nov 2005
Category ELSS ELSS ELSS
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI NIFTY 500 TRI
Turn Over % % 14.27%
Expense Ratio 2.23 2.23 1.77
Manager Sudhir Kedia Sudhir Kedia Harsha Upadhyaya
ISIN Code INF173K01361 INF173K01361 INF174K01369
Exits Load Data not available./365 Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Kotak ELSS Tax Saver Fund-Scheme-Growth
1 Month 6.22% 6.22% 7.51%
6 Month -9.72% -9.72% -13.94%
1 Year 6.23% 6.23% 4.6%
3 Year 12.96% 12.96% 14.41%
5 Year 25.26% 25.26% 25.43%

SIP Return Analysis

Scheme Name Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Kotak ELSS Tax Saver Fund-Scheme-Growth
6 Month -3.18% -3.18% -6.28%
1 Year -6.22% -6.22% -12.87%
3 Year 13.28% 13.28% 13.41%
5 Year 16.14% 16.14% 16.65%

Rolling Lumpsum Returns

Scheme Name Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Kotak ELSS Tax Saver Fund-Scheme-Growth
1 Year 18.94% 18.94% 13.07%
3 Year 16.61% 16.61% 12.97%
5 Year 14.51% 14.51% 13.04%

Risk Management

Scheme Name Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Kotak ELSS Tax Saver Fund-Scheme-Growth
Standard Deviation 11.66% 11.66% 13.913%
Sharp 0.44% 0.44% 0.496%
Beta 0.87% 0.87% 0.925%
Alpha -0.29% -0.29% 0.931%

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Fund Managers

Scheme Name Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Kotak ELSS Tax Saver Fund-Scheme-Growth
Name Sudhir Kedia Sudhir Kedia Harsha Upadhyaya
Total AUM ₹10423 Cr ₹10423 Cr ₹139411 Cr
Funds Managed 8 8 11
Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Kotak ELSS Tax Saver Fund-Scheme-Growth

Market Cap

Scheme Name

Sundaram ELSS Tax Saver Fund Regular Growth

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

Kotak ELSS Tax Saver Fund-Scheme-Growth

Others 7.28 7.28 0.47
Large Cap 67.25 67.25 67.49
Mid Cap 13.73 13.73 15.72
Small Cap 11.74 11.74 16.32

Sector Allocation

Scheme Name

Sundaram ELSS Tax Saver Fund Regular Growth

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

Kotak ELSS Tax Saver Fund-Scheme-Growth

Others 5.2 5.2 0.4
Communication Services 5.93 5.93 3.79
Energy 5.45 5.45 5.98
Technology 8.28 8.28 15.12
Consumer Cyclical 10.84 10.84 9.78
Basic Materials 4.59 4.59 9.32
Industrials 12.7 12.7 13.07
Consumer Defensive 7.12 7.12 4.93
Financial Services 31.35 31.35 26.37
Healthcare 7.16 7.16 4.3
Utilities 1.38 1.38 6.93

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