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 | Very High | Very High | Very High |
| Asset Size (Cr) | ₹1351 Cr | ₹1351 Cr | ₹4680 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 | 2.21 | 2.21 | 1.81 |
| 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 | 2.15% | 2.15% | 2.31% |
| 6 Month | 1.59% | 1.59% | 5.38% |
| 1 Year | 16.33% | 16.33% | 20.17% |
| 3 Year | 14.9% | 14.9% | 17.12% |
| 5 Year | 18.63% | 18.63% | 17.8% |
| 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 | 10.18% | 10.18% | 16.24% |
| 3 Year | 18.34% | 18.34% | 21.33% |
| 5 Year | 20.15% | 20.15% | 21.28% |
| 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 | 19% | 19% | 13.74% |
| 3 Year | 16.75% | 16.75% | 14.85% |
| 5 Year | 14.41% | 14.41% | 13.09% |
| 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 | 0.72% | 0.72% | 1.01% |
| Beta | 0.87% | 0.87% | 0.96% |
| Alpha | 0.11% | 0.11% | 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 | 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 |
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