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

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tortoise-icon Sundaram ELSS Tax Saver Fund Regular Growth

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tortoise-icon Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth

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tortoise-icon 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 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

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 Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Month -5.6% -5.6% 2.55%
6 Month 7.15% 7.15% 20.97%
1 Year 31.04% 31.04% 36.67%
3 Year 14% 14% 19.99%
5 Year 19.27% 19.27% 20.85%

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 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%

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 Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Year 16.18% 16.18% 13.73%
3 Year 16.02% 16.02% 14.85%
5 Year 13.83% 13.83% 13.09%

Risk Management

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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Fund Managers

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

Market Cap

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

Sector Allocation

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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