Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) 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 Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

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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 Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Fund Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Investment Plan Growth Growth Growth
Level of Risk Average Average Very High
Asset Size (Cr) ₹1356 Cr ₹1356 Cr ₹3710 Cr
Min Investment ₹500 ₹500 ₹500
Min SIP Invesment ₹500 ₹500 ₹500
Min Addl Investment ₹500 ₹500 ₹500
Launch Date 01 May 2013 01 May 2013 05 Jan 2015
Category ELSS ELSS ELSS
Fund Type Open Ended Open-Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI NIFTY 500 TRI
Turn Over % % 70%
Expense Ratio 2.19 2.19 1.84
Manager Sudhir Kedia Sudhir Kedia Rakesh Shetty
ISIN Code INF173K01361 INF173K01361 INF247L01544
Exits Load Nil/365 Nil/365 Nil/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 Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
1 Month -6.34% -6.34% -5.91%
6 Month 3.15% 3.15% 14.77%
1 Year 21.33% 21.33% 49.73%
3 Year 12.03% 12.03% 23.17%
5 Year 18.15% 18.15% 22.7%

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 Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
6 Month - - -
1 Year 15.29% 15.29% 39.38%
3 Year 19.18% 19.18% 36.4%
5 Year 20.59% 20.59% 29.92%

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 Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
1 Year 19% 19% 15.51%
3 Year 16.75% 16.75% 15.1%
5 Year 14.41% 14.41% 12.78%

Risk Management

Scheme Name Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Standard Deviation 11.66% 11.66% 13.65%
Sharp 0.62% 0.62% 1.24%
Beta 0.87% 0.87% 0.95%
Alpha -0.24% -0.24% 4.45%

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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 Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Name Sudhir Kedia Sudhir Kedia Rakesh Shetty
Total AUM ₹10423 Cr ₹10423 Cr ₹33886 Cr
Fund Manage 8 8 19
Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

Market Cap

Scheme Name

Sundaram ELSS Tax Saver Fund Regular Growth

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

Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

Others 9.41 9.41 3.33
Large Cap 67.45 67.45 35.29
Small Cap 12.66 12.66 21.58
Mid Cap 10.42 10.42 39.8

Sector Allocation

Scheme Name

Sundaram ELSS Tax Saver Fund Regular Growth

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

Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

Others 3.29 3.29 3.33
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 -
Construction 3.09 3.09 -
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 -
Banks - - 8.53
Electrical Equipment - - 15.32
Aerospace & Defense - - 9.29
Chemicals & Petrochemicals - - 2.73
Finance - - 7.03
Realty - - 8.41
Consumer Durables - - 7.33
Telecom - Services - - 2.31
Healthcare Services - - 3.22
IT - Software - - 2.77
Industrial Manufacturing - - 5.82
Pharmaceuticals & Biotechnology - - 2.37
Capital Markets - - 4.95
Retailing - - 14.2
Auto Components - - 2.39

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