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Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth vs NIPPON INDIA 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
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
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 | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|---|
| Fund | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹1299 Cr | ₹1299 Cr | ₹14449 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 | 21 Sep 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 | % | % | 23% |
| Expense Ratio | 2.23 | 2.23 | 1.71 |
| Manager | Sudhir Kedia | Sudhir Kedia | Ashutosh Bhargava |
| ISIN Code | INF173K01361 | INF173K01361 | INF204K01GK4 |
| 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 | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|---|
| 1 Month | 6.22% | 6.22% | 8.74% |
| 6 Month | -9.72% | -9.72% | -12.78% |
| 1 Year | 6.23% | 6.23% | 7.67% |
| 3 Year | 12.96% | 12.96% | 16% |
| 5 Year | 25.26% | 25.26% | 26.88% |
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 | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|---|
| 6 Month | -3.18% | -3.18% | -3.76% |
| 1 Year | -6.22% | -6.22% | -8.53% |
| 3 Year | 13.28% | 13.28% | 16% |
| 5 Year | 16.14% | 16.14% | 18.79% |
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 | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|---|
| 1 Year | 18.94% | 18.94% | 11.69% |
| 3 Year | 16.61% | 16.61% | 12% |
| 5 Year | 14.51% | 14.51% | 13.09% |
Risk Management
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|---|
| Standard Deviation | 11.66% | 11.66% | 12.81% |
| Sharp | 0.44% | 0.44% | 0.53% |
| Beta | 0.87% | 0.87% | 0.99% |
| Alpha | -0.29% | -0.29% | 0.88% |
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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 | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|---|
| Name | Sudhir Kedia | Sudhir Kedia | Ashutosh Bhargava |
| Total AUM | ₹10423 Cr | ₹10423 Cr | ₹121448 Cr |
| Funds Managed | 8 | 8 | 12 |
| Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth 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 |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|---|
| Others | 7.28 | 7.28 | 4.01 |
| Large Cap | 67.25 | 67.25 | 65.76 |
| Mid Cap | 13.73 | 13.73 | 14.36 |
| Small Cap | 11.74 | 11.74 | 15.86 |
Sector Allocation
| Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|---|
| Others | 5.2 | 5.2 | 1.27 |
| Communication Services | 5.93 | 5.93 | 4.18 |
| Energy | 5.45 | 5.45 | 4.43 |
| Technology | 8.28 | 8.28 | 6.95 |
| Consumer Cyclical | 10.84 | 10.84 | 12.42 |
| Basic Materials | 4.59 | 4.59 | 4.27 |
| Industrials | 12.7 | 12.7 | 10.86 |
| Consumer Defensive | 7.12 | 7.12 | 8.3 |
| Financial Services | 31.35 | 31.35 | 36.52 |
| Healthcare | 7.16 | 7.16 | 4.69 |
| Utilities | 1.38 | 1.38 | 6.1 |
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