Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) compare
Sundaram ELSS Tax Saver Fund Regular Growth
Invest NowSundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
Invest NowMotilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Invest NowChart Comparison
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 |
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 | -5.6% | -5.6% | 6.73% |
6 Month | 7.15% | 7.15% | 29.38% |
1 Year | 31.04% | 31.04% | 63.68% |
3 Year | 14% | 14% | 25.84% |
5 Year | 19.27% | 19.27% | 25.84% |
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 | 14.28% | 14.28% | 24.74% |
3 Year | 34.19% | 34.19% | 56.99% |
5 Year | 70.65% | 70.65% | 96.29% |
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 | 16.18% | 16.18% | 15.53% |
3 Year | 16.02% | 16.02% | 15.09% |
5 Year | 13.83% | 13.83% | 12.82% |
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 | 0.85% | 0.85% | 1.24% |
Beta | 0.87% | 0.87% | 0.95% |
Alpha | 0.43% | 0.43% | 4.45% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts GuidanceScheme 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 |
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 |
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 |
Top Comparisons
HDFC Ultra Short Term Fund - Growth Option
3Y Returns5.8%
BANDHAN ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH
3Y Returns5.8%
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns33.46%
HSBC Business Cycles Fund - Regular Growth
3Y Returns26.31%
ICICI Prudential Bond Fund - Growth
3Y Returns6.15%
Aditya Birla Sun Life Income Fund - Growth - Regular Plan
3Y Returns5.63%
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
3Y Returns5.55%
Axis Ultra Short Duration Fund - Regular Plan Growth
3Y Returns5.42%