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 | Average | Average | Very High |
| Asset Size (Cr) | ₹1356 Cr | ₹1356 Cr | ₹3731 Cr |
| Min Investment | ₹500 | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹500 | ₹500 |
| Launch Date | 01 May 2013 | 01 May 2013 | 05 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 | 2.19 | 2.19 | 1.71 |
| Manager | Sudhir Kedia | Sudhir Kedia | Rajeev Thakkar |
| ISIN Code | INF173K01361 | INF173K01361 | INF879O01092 |
| 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 | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|---|
| 1 Month | -1.32% | -1.32% | 1.82% |
| 6 Month | 14.65% | 14.65% | 15.27% |
| 1 Year | 30.85% | 30.85% | 37.41% |
| 3 Year | 14.1% | 14.1% | 21.31% |
| 5 Year | 21.03% | 21.03% | 24.85% |
| 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 | 14.28% | 14.28% | 13.16% |
| 3 Year | 34.19% | 34.19% | 35.74% |
| 5 Year | 70.65% | 70.65% | 78.64% |
| 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 | 22.1% | 22.1% | 24.55% |
| 3 Year | 54.1% | 54.1% | 60.04% |
| 5 Year | 76.52% | 76.52% | 82.53% |
| 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 | 0.85% | 0.85% | 1.4% |
| Beta | 0.87% | 0.87% | 0.66% |
| Alpha | 0.43% | 0.43% | 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 | 9.41 | 9.41 | 17.59 |
| Large Cap | 67.45 | 67.45 | 64.26 |
| Small Cap | 12.66 | 12.66 | 10.65 |
| Mid Cap | 10.42 | 10.42 | 7.5 |
| 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 | 3.29 | 3.29 | 10.54 |
| Communication | 4.3 | 4.3 | - |
| Energy | 6.62 | 6.62 | 7.26 |
| Technology | 8.24 | 8.24 | 13.73 |
| Capital Goods | 6.07 | 6.07 | 0.23 |
| Materials | 2.35 | 2.35 | 6.44 |
| Construction | 3.09 | 3.09 | - |
| Financial | 28.95 | 28.95 | 36.57 |
| Consumer Staples | 5.93 | 5.93 | 6.76 |
| Healthcare | 7.44 | 7.44 | 3.51 |
| Chemicals | 1.7 | 1.7 | - |
| Metals & Mining | 0.9 | 0.9 | 1.8 |
| Automobile | 6.19 | 6.19 | 11.08 |
| Consumer Discretionary | 3.08 | 3.08 | - |
| Services | 10.2 | 10.2 | 2.08 |
| Unclassified | 1.59 | 1.59 | - |
Top Comparisons
HDFC Infrastructure Fund - Growth Plan
3Y Returns38.33%
LIC MF Infrastructure Fund-Growth
3Y Returns36.96%
LIC MF Arbitrage Fund Regular - Growth
3Y Returns5.69%
Axis Arbitrage Fund - Regular Plan - Growth
3Y Returns5.86%
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
3Y Returns27.11%
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
3Y Returns22.61%
ICICI Prudential Bond Fund - Growth
3Y Returns5.94%
Kotak Bond Fund (G)
3Y Returns5.36%