Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth vs Tata ELSS Tax Saver Fund compare
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
Chart Comparison
| 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 | Average | Average | Very High |
| Asset Size (Cr) | ₹1356 Cr | ₹1356 Cr | ₹4552 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 | 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 | 2.19 | 2.19 | 1.81 |
| Manager | Sudhir Kedia | Sudhir Kedia | Sailesh Jain |
| ISIN Code | INF173K01361 | INF173K01361 | INF277K01I52 |
| 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 | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|---|
| 1 Month | -1.32% | -1.32% | 2.55% |
| 6 Month | 14.65% | 14.65% | 20.97% |
| 1 Year | 30.85% | 30.85% | 36.67% |
| 3 Year | 14.1% | 14.1% | 19.99% |
| 5 Year | 21.03% | 21.03% | 20.85% |
| 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 | 14.28% | 14.28% | 14.48% |
| 3 Year | 34.19% | 34.19% | 34.65% |
| 5 Year | 70.65% | 70.65% | 67.29% |
| 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 | 22.1% | 22.1% | 21% |
| 3 Year | 54.1% | 54.1% | 53.22% |
| 5 Year | 76.52% | 76.52% | 76.33% |
| 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% | 12.5% |
| Sharp | 0.85% | 0.85% | 1.01% |
| Beta | 0.87% | 0.87% | 0.96% |
| Alpha | 0.43% | 0.43% | 0.31% |
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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 | 9.41 | 9.41 | 2.77 |
| Large Cap | 67.45 | 67.45 | 59.14 |
| Small Cap | 12.66 | 12.66 | 24.53 |
| Mid Cap | 10.42 | 10.42 | 13.56 |
| 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 | 3.29 | 3.29 | 2.54 |
| Communication | 4.3 | 4.3 | 3.3 |
| Energy | 6.62 | 6.62 | 8.18 |
| Technology | 8.24 | 8.24 | 7.33 |
| Capital Goods | 6.07 | 6.07 | 7.31 |
| Materials | 2.35 | 2.35 | 5.07 |
| Construction | 3.09 | 3.09 | 6.73 |
| Financial | 28.95 | 28.95 | 28.11 |
| Consumer Staples | 5.93 | 5.93 | 2.74 |
| Healthcare | 7.44 | 7.44 | 4.5 |
| Chemicals | 1.7 | 1.7 | 1.96 |
| Metals & Mining | 0.9 | 0.9 | 2.8 |
| Automobile | 6.19 | 6.19 | 10.21 |
| Consumer Discretionary | 3.08 | 3.08 | 1.59 |
| Services | 10.2 | 10.2 | 5.23 |
| Unclassified | 1.59 | 1.59 | - |
| Insurance | - | - | 2.4 |
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