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
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
SBI Long Term Equity Fund - Regular Plan- 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 | 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 | Very High | Very High | Very High |
| Asset Size (Cr) | ₹1351 Cr | ₹1351 Cr | ₹27559 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 1993 |
| Category | ELSS | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI | BSE 500 TRI |
| Turn Over | % | % | 15% |
| Expense Ratio | 2.21 | 2.21 | 1.6 |
| Manager | Sudhir Kedia | Sudhir Kedia | Dinesh Balachandran |
| ISIN Code | INF173K01361 | INF173K01361 | INF200K01495 |
| 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 | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|---|
| 1 Month | 2.15% | 2.15% | 1.43% |
| 6 Month | 1.59% | 1.59% | 1.24% |
| 1 Year | 16.33% | 16.33% | 30.19% |
| 3 Year | 14.9% | 14.9% | 24.77% |
| 5 Year | 18.63% | 18.63% | 24.26% |
| 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 | 10.18% | 10.18% | 14.84% |
| 3 Year | 18.34% | 18.34% | 30.52% |
| 5 Year | 20.15% | 20.15% | 28.36% |
| 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% |
| 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 | 0.72% | 0.72% | 1.24% |
| Beta | 0.87% | 0.87% | 0.98% |
| Alpha | 0.11% | 0.11% | 7.54% |
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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 | 2.16 | 2.16 | 9.1 |
| Large Cap | 69.38 | 69.38 | 55.87 |
| Mid Cap | 16.11 | 16.11 | 22.94 |
| Small Cap | 12.49 | 12.49 | 12.09 |
| 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 | 2.16 | 2.16 | 9.1 |
| Telecom - Services | 4.92 | 4.92 | 3.26 |
| Petroleum Products | 4.79 | 4.79 | 5.48 |
| IT - Software | 7.54 | 7.54 | 9.4 |
| Cement & Cement Products | 2.5 | 2.5 | 2.07 |
| Construction | 3.08 | 3.08 | 0.9 |
| Banks | 25.09 | 25.09 | 18.98 |
| Diversified FMCG | 3.36 | 3.36 | 2.56 |
| Pharmaceuticals & Biotechnology | 7.74 | 7.74 | 5.31 |
| Chemicals & Petrochemicals | 1.01 | 1.01 | 0.65 |
| Aerospace & Defense | 0.65 | 0.65 | - |
| Realty | 0.28 | 0.28 | 1.13 |
| Automobiles | 5.05 | 5.05 | 4.91 |
| Healthcare Services | 1.03 | 1.03 | 1.6 |
| Electrical Equipment | 2.26 | 2.26 | 1.65 |
| Finance | 4.31 | 4.31 | 3.01 |
| Gas | 0.61 | 0.61 | 3.3 |
| Industrial Products | 2.08 | 2.08 | 6.34 |
| Transport Services | 2.94 | 2.94 | 0.78 |
| Consumer Durables | 4.04 | 4.04 | 0.88 |
| Insurance | 1.65 | 1.65 | 2.65 |
| Agricultural Food & other Products | 0.89 | 0.89 | - |
| Oil | 0.79 | 0.79 | 1.64 |
| Auto Components | 0.97 | 0.97 | - |
| Retailing | 2.32 | 2.32 | 1.87 |
| Beverages | 2.15 | 2.15 | 0.85 |
| Capital Markets | 3.06 | 3.06 | 1.58 |
| Power | 0.99 | 0.99 | 3.25 |
| Transport Infrastructure | 0.48 | 0.48 | - |
| Leisure Services | 1.4 | 1.4 | 0.63 |
| Non - Ferrous Metals | - | - | 1.67 |
| Ferrous Metals | - | - | 2.8 |
| Personal Products | - | - | 0.93 |
| Fertilizers & Agrochemicals | - | - | 0.82 |
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