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

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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	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Fund	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Investment Plan	Growth	Growth	Growth
Level of Risk	Very High Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹1299 Cr	₹1299 Cr	₹4398 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	13 Oct 2014
Category	ELSS	ELSS	ELSS
Fund Type	Open Ended	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	%	%	20%
Expense Ratio	2.23	2.23	1.82
Manager	Sudhir Kedia	Sudhir Kedia	Sailesh Jain
ISIN Code	INF173K01361	INF173K01361	INF277K01I52
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	Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Month	-2.11%	-2.11%	-5%
6 Month	-8.41%	-8.41%	-10.56%
1 Year	5.61%	5.61%	6.72%
3 Year	12.39%	12.39%	13.07%
5 Year	16.78%	16.78%	15.27%

Scheme Name	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
6 Month	-	-	-
1 Year	-5.33%	-5.33%	-7.72%
3 Year	12.72%	12.72%	12.75%
5 Year	16.34%	16.34%	15.93%

Scheme Name	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Year	18.94%	18.94%	13.97%
3 Year	16.61%	16.61%	14.85%
5 Year	14.51%	14.51%	13.39%

Scheme Name	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Standard Deviation	11.66%	11.66%	13.843%
Sharp	0.48%	0.48%	0.555%
Beta	0.88%	0.88%	0.966%
Alpha	-0.8%	-0.8%	0.163%

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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	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Name	Sudhir Kedia	Sudhir Kedia	Sailesh Jain
Total AUM	₹10423 Cr	₹10423 Cr	₹17041 Cr
Fund Manage	8	8	7
	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan

Scheme Name	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Others	2.16	2.16	3.66
Large Cap	69.38	69.38	57.29
Mid Cap	16.11	16.11	11.51
Small Cap	12.49	12.49	27.54

Scheme Name	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Others	2.16	2.16	3.66
Telecom - Services	4.92	4.92	3.49
Petroleum Products	4.79	4.79	3.84
IT - Software	7.54	7.54	7.17
Cement & Cement Products	2.5	2.5	2.9
Construction	3.08	3.08	4.21
Banks	25.09	25.09	21.81
Diversified FMCG	3.36	3.36	-
Pharmaceuticals & Biotechnology	7.74	7.74	4.62
Chemicals & Petrochemicals	1.01	1.01	0.46
Aerospace & Defense	0.65	0.65	0.87
Realty	0.28	0.28	2.92
Automobiles	5.05	5.05	1.36
Healthcare Services	1.03	1.03	-
Electrical Equipment	2.26	2.26	-
Finance	4.31	4.31	3.79
Gas	0.61	0.61	0.76
Industrial Products	2.08	2.08	3.87
Transport Services	2.94	2.94	-
Consumer Durables	4.04	4.04	1.95
Insurance	1.65	1.65	2.58
Agricultural Food & other Products	0.89	0.89	-
Oil	0.79	0.79	-
Auto Components	0.97	0.97	8.63
Retailing	2.32	2.32	2.27
Beverages	2.15	2.15	1.77
Capital Markets	3.06	3.06	1.44
Power	0.99	0.99	3.01
Transport Infrastructure	0.48	0.48	-
Leisure Services	1.4	1.4	2.9
Household Products	-	-	0.89
Minerals & Mining	-	-	1.77
Non - Ferrous Metals	-	-	1.32
IT - Services	-	-	1.01
Entertainment	-	-	1.48
Consumable Fuels	-	-	1.4
Fertilizers & Agrochemicals	-	-	1.44
Textiles & Apparels	-	-	0.41