Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth vs Parag Parikh Tax Saver Fund Regular compare
Sundaram ELSS Tax Saver Fund Regular Growth
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
Parag Parikh Tax Saver Fund Regular - Growth
Chart Comparison
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|---|
| Fund | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Parag Parikh Tax Saver Fund Regular - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹1351 Cr | ₹1351 Cr | ₹4274 Cr |
| Min Investment | ₹500 | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹500 | ₹500 |
| Launch Date | 31 Mar 1996 | 31 Mar 1996 | 24 Jul 2019 |
| Category | ELSS | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | % | % | % |
| Expense Ratio | 2.21 | 2.21 | 1.72 |
| Manager | Sudhir Kedia | Sudhir Kedia | Rajeev Thakkar |
| ISIN Code | INF173K01361 | INF173K01361 | INF879O01092 |
| Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|---|
| 1 Month | -3.77% | -3.77% | -1.65% |
| 6 Month | -3.8% | -3.8% | 0.5% |
| 1 Year | 12.9% | 12.9% | 15.07% |
| 3 Year | 12.64% | 12.64% | 16.56% |
| 5 Year | 18.22% | 18.22% | 22.37% |
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 6.6% | 6.6% | 11.33% |
| 3 Year | 17.6% | 17.6% | 20.85% |
| 5 Year | 19.52% | 19.52% | 22.52% |
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|---|
| 1 Year | 19% | 19% | 26.51% |
| 3 Year | 16.75% | 16.75% | 22.63% |
| 5 Year | 14.41% | 14.41% | 24.62% |
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|---|
| Standard Deviation | 11.66% | 11.66% | 9.65% |
| Sharp | 0.62% | 0.62% | 1.4% |
| Beta | 0.87% | 0.87% | 0.66% |
| Alpha | 0.39% | 0.39% | 5.01% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|---|
| Name | Sudhir Kedia | Sudhir Kedia | Rajeev Thakkar |
| Total AUM | ₹10423 Cr | ₹10423 Cr | ₹0 Cr |
| Fund Manage | 8 | 8 | 5 |
| Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Parag Parikh Tax Saver Fund Regular - Growth |
| Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|---|
| Others | 2.16 | 2.16 | 17.59 |
| Large Cap | 69.38 | 69.38 | 64.26 |
| Mid Cap | 16.11 | 16.11 | 7.5 |
| Small Cap | 12.49 | 12.49 | 10.65 |
| Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|---|
| Others | 2.16 | 2.16 | 10.54 |
| Telecom - Services | 4.92 | 4.92 | - |
| Petroleum Products | 4.79 | 4.79 | - |
| IT - Software | 7.54 | 7.54 | - |
| Cement & Cement Products | 2.5 | 2.5 | - |
| Construction | 3.08 | 3.08 | - |
| Banks | 25.09 | 25.09 | - |
| Diversified FMCG | 3.36 | 3.36 | - |
| Pharmaceuticals & Biotechnology | 7.74 | 7.74 | - |
| Chemicals & Petrochemicals | 1.01 | 1.01 | - |
| Aerospace & Defense | 0.65 | 0.65 | - |
| Realty | 0.28 | 0.28 | - |
| Automobiles | 5.05 | 5.05 | - |
| Healthcare Services | 1.03 | 1.03 | - |
| Electrical Equipment | 2.26 | 2.26 | - |
| Finance | 4.31 | 4.31 | - |
| Gas | 0.61 | 0.61 | - |
| Industrial Products | 2.08 | 2.08 | - |
| Transport Services | 2.94 | 2.94 | - |
| Consumer Durables | 4.04 | 4.04 | - |
| Insurance | 1.65 | 1.65 | - |
| Agricultural Food & other Products | 0.89 | 0.89 | - |
| Oil | 0.79 | 0.79 | - |
| Auto Components | 0.97 | 0.97 | - |
| Retailing | 2.32 | 2.32 | - |
| Beverages | 2.15 | 2.15 | - |
| Capital Markets | 3.06 | 3.06 | - |
| Power | 0.99 | 0.99 | - |
| Transport Infrastructure | 0.48 | 0.48 | - |
| Leisure Services | 1.4 | 1.4 | - |
| Financial | - | - | 36.57 |
| Technology | - | - | 13.73 |
| Healthcare | - | - | 3.51 |
| Services | - | - | 2.08 |
| Consumer Staples | - | - | 6.76 |
| Energy | - | - | 7.26 |
| Capital Goods | - | - | 0.23 |
| Automobile | - | - | 11.08 |
| Materials | - | - | 6.44 |
| Metals & Mining | - | - | 1.8 |
Top Comparisons
Invesco India Medium Duration Fund - Regular - Growth
3Y Returns5.67%
DSP Bond Fund - Growth
3Y Returns6.31%
ICICI Prudential Floating Interest Fund - Growth
3Y Returns6.9%
Bandhan Floating Rate Fund Regular - Growth
3Y Returns6.36%
ICICI Prudential Passive Multi-Asset Fund of Funds - Growth
3Y Returns11.35%
Mirae Asset Equity allocator Fund Of Fund Regular Growth
3Y Returns13.53%
ICICI Prudential Overnight Fund - Growth
3Y Returns6.04%
Canara Robeco Overnight Fund - Regular Plan - Growth Option
3Y Returns6.05%