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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
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 | Very High | Very High | Very High |
| Asset Size (Cr) | ₹1299 Cr | ₹1299 Cr | ₹27306 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 | 2.23 | 2.23 | 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 |
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 | 6.22% | 6.22% | 6.08% |
| 6 Month | -9.72% | -9.72% | -10.96% |
| 1 Year | 6.23% | 6.23% | 10.19% |
| 3 Year | 12.96% | 12.96% | 23.84% |
| 5 Year | 25.26% | 25.26% | 31.63% |
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 | -3.18% | -3.18% | -3.66% |
| 1 Year | -6.22% | -6.22% | -6.43% |
| 3 Year | 13.28% | 13.28% | 23.63% |
| 5 Year | 16.14% | 16.14% | 24.02% |
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 | 18.94% | 18.94% | 10.61% |
| 3 Year | 16.61% | 16.61% | 12.89% |
| 5 Year | 14.51% | 14.51% | 13.14% |
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 | 0.44% | 0.44% | 1.05% |
| Beta | 0.87% | 0.87% | 0.96% |
| Alpha | -0.29% | -0.29% | 8.59% |
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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 |
| Funds Managed | 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 | 7.28 | 7.28 | 9.84 |
| Large Cap | 67.25 | 67.25 | 59.98 |
| Mid Cap | 13.73 | 13.73 | 19.98 |
| Small Cap | 11.74 | 11.74 | 10.2 |
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 | 5.2 | 5.2 | 9.76 |
| Communication Services | 5.93 | 5.93 | 3.31 |
| Energy | 5.45 | 5.45 | 8.03 |
| Technology | 8.28 | 8.28 | 10.54 |
| Consumer Cyclical | 10.84 | 10.84 | 8.83 |
| Basic Materials | 4.59 | 4.59 | 7.4 |
| Industrials | 12.7 | 12.7 | 9.85 |
| Consumer Defensive | 7.12 | 7.12 | 4.14 |
| Financial Services | 31.35 | 31.35 | 25.05 |
| Healthcare | 7.16 | 7.16 | 7.38 |
| Utilities | 1.38 | 1.38 | 4.73 |
| Real Estate | - | - | 0.97 |
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