Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth vs SBI Long Term Equity Fund compare

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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SBI Long Term Equity Fund - Regular Plan- Growth

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Overview

Scheme Name	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	SBI Long Term Equity 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	SBI Long Term Equity Fund - Regular Plan- Growth
Investment Plan	Growth	Growth	Growth
Level of Risk	Average	Average	Very High
Asset Size (Cr)	₹1356 Cr	₹1356 Cr	₹25732 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	31 Mar 1993
Category	ELSS	ELSS	ELSS
Fund Type	Open Ended	Open-Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI	BSE 500
Turn Over	%	%	15%
Expense Ratio	2.19	2.19	1.61
Manager	Sudhir Kedia	Sudhir Kedia	Dinesh Balachandran
ISIN Code	INF173K01361	INF173K01361	INF200K01495
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	SBI Long Term Equity Fund - Regular Plan- Growth
1 Month	-5.6%	-5.6%	-5.29%
6 Month	7.15%	7.15%	10.56%
1 Year	31.04%	31.04%	51.5%
3 Year	14%	14%	23.98%
5 Year	19.27%	19.27%	24.64%

Scheme Name	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	SBI Long Term Equity Fund - Regular Plan- Growth
6 Month	-	-	-
1 Year	14.28%	14.28%	24.14%
3 Year	34.19%	34.19%	61.1%
5 Year	70.65%	70.65%	108.17%

Scheme Name	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	SBI Long Term Equity Fund - Regular Plan- Growth
1 Year	16.18%	16.18%	9.44%
3 Year	16.02%	16.02%	10.41%
5 Year	13.83%	13.83%	11.65%

Scheme Name	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	SBI Long Term Equity Fund - Regular Plan- Growth
Standard Deviation	11.66%	11.66%	13.09%
Sharp	0.85%	0.85%	1.39%
Beta	0.87%	0.87%	0.96%
Alpha	0.43%	0.43%	9.53%

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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	SBI Long Term Equity Fund - Regular Plan- Growth
Name	Sudhir Kedia	Sudhir Kedia	Dinesh Balachandran
Total AUM	₹10423 Cr	₹10423 Cr	₹69808 Cr
Fund Manage	8	8	4
	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	SBI Long Term Equity 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	SBI Long Term Equity Fund - Regular Plan- Growth
Others	9.41	9.41	11
Large Cap	67.45	67.45	52.27
Small Cap	12.66	12.66	14.68
Mid Cap	10.42	10.42	22.05

Scheme Name	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	SBI Long Term Equity Fund - Regular Plan- Growth
Others	3.29	3.29	9.03
Communication	4.3	4.3	3.2
Energy	6.62	6.62	15.89
Technology	8.24	8.24	5.41
Capital Goods	6.07	6.07	9
Materials	2.35	2.35	2.39
Construction	3.09	3.09	1.76
Financial	28.95	28.95	20.96
Consumer Staples	5.93	5.93	2.64
Healthcare	7.44	7.44	7.61
Chemicals	1.7	1.7	1.45
Metals & Mining	0.9	0.9	5.52
Automobile	6.19	6.19	7.87
Consumer Discretionary	3.08	3.08	0.58
Services	10.2	10.2	3.69
Unclassified	1.59	1.59	-
Insurance	-	-	3