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

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tortoise-icon Sundaram ELSS Tax Saver Fund Regular Growth

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

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tortoise-icon SBI Long Term Equity 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 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

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 SBI Long Term Equity Fund - Regular Plan- Growth
1 Month -6.34% -6.34% -6.05%
6 Month 3.15% 3.15% 6%
1 Year 21.33% 21.33% 39.47%
3 Year 12.03% 12.03% 21.96%
5 Year 18.15% 18.15% 23.72%

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 SBI Long Term Equity Fund - Regular Plan- Growth
6 Month - - -
1 Year 15.29% 15.29% 25.6%
3 Year 19.18% 19.18% 32.61%
5 Year 20.59% 20.59% 29.34%

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 SBI Long Term Equity Fund - Regular Plan- Growth
1 Year 19% 19% 10.31%
3 Year 16.75% 16.75% 12.57%
5 Year 14.41% 14.41% 12.99%

Risk Management

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 0.62% 0.62% 1.16%
Beta 0.87% 0.87% 0.99%
Alpha -0.24% -0.24% 7.42%

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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 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

Market Cap

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

Sector Allocation

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

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