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