Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth vs Quant ELSS Tax Saver Fund Regular Plan compare

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Sundaram ELSS Tax Saver Fund Regular Growth

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

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Quant ELSS Tax Saver Fund Regular Plan-Growth

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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	Quant ELSS Tax Saver Fund Regular Plan-Growth
Fund	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	Quant ELSS Tax Saver Fund Regular Plan-Growth
Investment Plan	Growth	Growth	Growth
Level of Risk	Very High	Very High	Very High
Asset Size (Cr)	₹1299 Cr	₹1299 Cr	₹10279 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	31 Mar 2000
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	2.23	2.23	1.71
Manager	Sudhir Kedia	Sudhir Kedia	Vasav Sahgal
ISIN Code	INF173K01361	INF173K01361	INF966L01135
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	Quant ELSS Tax Saver Fund Regular Plan-Growth
1 Month	-5.19%	-5.19%	-4.25%
6 Month	-10.29%	-10.29%	-20.11%
1 Year	2.34%	2.34%	-11.7%
3 Year	15.16%	15.16%	16.92%
5 Year	18.51%	18.51%	29.29%

Scheme Name	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	Quant ELSS Tax Saver Fund Regular Plan-Growth
6 Month	-8.03%	-8.03%	-12.31%
1 Year	-12.54%	-12.54%	-28.81%
3 Year	10.64%	10.64%	8.32%
5 Year	14.81%	14.81%	18.92%

Scheme Name	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	Quant ELSS Tax Saver Fund Regular Plan-Growth
1 Year	18.94%	18.94%	16.79%
3 Year	16.61%	16.61%	17.91%
5 Year	14.51%	14.51%	17.67%

Scheme Name	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	Quant ELSS Tax Saver Fund Regular Plan-Growth
Standard Deviation	11.66%	11.66%	17.25%
Sharp	0.48%	0.48%	0.536%
Beta	0.88%	0.88%	1.135%
Alpha	-0.8%	-0.8%	0.439%

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Scheme Name	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	Quant ELSS Tax Saver Fund Regular Plan-Growth
Name	Sudhir Kedia	Sudhir Kedia	Vasav Sahgal
Total AUM	₹10423 Cr	₹10423 Cr	₹46505 Cr
Fund Manage	8	8	21
	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	Quant ELSS Tax Saver Fund Regular Plan-Growth

Scheme Name	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	Quant ELSS Tax Saver Fund Regular Plan-Growth
Others	7.27679	7.27679	7.95976
Large Cap	67.24836	67.24836	80.35111
Mid Cap	13.73374	13.73374	5.16543
Small Cap	11.74108	11.74108	6.52368

Scheme Name	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	Quant ELSS Tax Saver Fund Regular Plan-Growth
Others	5.19795	5.19795	7.95976
Communication Services	5.93086	5.93086	-
Energy	5.45083	5.45083	15.05643
Technology	8.27645	8.27645	0.32632
Consumer Cyclical	10.84319	10.84319	6.87994
Basic Materials	4.59434	4.59434	7.52341
Industrials	12.70123	12.70123	7.70223
Consumer Defensive	7.11897	7.11897	10.64568
Financial Services	31.34967	31.34967	16.54436
Healthcare	7.15653	7.15653	10.59842
Utilities	1.37995	1.37995	16.135
Real Estate	-	-	0.62843