UTI ELSS Tax Saver Fund vs Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth compare
Sundaram ELSS Tax Saver Fund Regular Growth
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Chart Comparison
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Fund | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹1351 Cr | ₹1351 Cr | ₹3873 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 | 30 Jul 2005 |
| Category | ELSS | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | % | % | 23% |
| Expense Ratio | 2.21 | 2.21 | 1.87 |
| Manager | Sudhir Kedia | Sudhir Kedia | Vishal Chopda |
| ISIN Code | INF173K01361 | INF173K01361 | INF789F01547 |
| 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 | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | 0.05% | 0.05% | -1.11% |
| 6 Month | 0.83% | 0.83% | -0.99% |
| 1 Year | 16.47% | 16.47% | 14.26% |
| 3 Year | 14.77% | 14.77% | 11.07% |
| 5 Year | 18.82% | 18.82% | 16.94% |
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 9.62% | 9.62% | 9.58% |
| 3 Year | 18.66% | 18.66% | 17.54% |
| 5 Year | 20.15% | 20.15% | 18.21% |
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | 19% | 19% | 11.36% |
| 3 Year | 16.75% | 16.75% | 11.27% |
| 5 Year | 14.41% | 14.41% | 11.99% |
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | 11.66% | 11.66% | 12.37% |
| Sharp | 0.72% | 0.72% | 0.45% |
| Beta | 0.87% | 0.87% | 0.96% |
| Alpha | 0.11% | 0.11% | -3.34% |
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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 | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Name | Sudhir Kedia | Sudhir Kedia | Vishal Chopda |
| Total AUM | ₹10423 Cr | ₹10423 Cr | ₹6487 Cr |
| Fund Manage | 8 | 8 | 3 |
| Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
| Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 2.16 | 2.16 | 2.37 |
| Large Cap | 69.38 | 69.38 | 62.97 |
| Mid Cap | 16.11 | 16.11 | 24.95 |
| Small Cap | 12.49 | 12.49 | 9.75 |
| Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 2.16 | 2.16 | 2.37 |
| Telecom - Services | 4.92 | 4.92 | 4.64 |
| Petroleum Products | 4.79 | 4.79 | 2.51 |
| IT - Software | 7.54 | 7.54 | 10.42 |
| Cement & Cement Products | 2.5 | 2.5 | 2.14 |
| Construction | 3.08 | 3.08 | 1.61 |
| Banks | 25.09 | 25.09 | 21.05 |
| Diversified FMCG | 3.36 | 3.36 | - |
| Pharmaceuticals & Biotechnology | 7.74 | 7.74 | 3.03 |
| Chemicals & Petrochemicals | 1.01 | 1.01 | - |
| Aerospace & Defense | 0.65 | 0.65 | 1.4 |
| Realty | 0.28 | 0.28 | 2.59 |
| Automobiles | 5.05 | 5.05 | 3.22 |
| Healthcare Services | 1.03 | 1.03 | 2.94 |
| Electrical Equipment | 2.26 | 2.26 | 0.09 |
| Finance | 4.31 | 4.31 | 3.89 |
| Gas | 0.61 | 0.61 | 1.37 |
| Industrial Products | 2.08 | 2.08 | 2.92 |
| Transport Services | 2.94 | 2.94 | - |
| Consumer Durables | 4.04 | 4.04 | 6.59 |
| Insurance | 1.65 | 1.65 | 2.85 |
| Agricultural Food & other Products | 0.89 | 0.89 | 0.93 |
| Oil | 0.79 | 0.79 | - |
| Auto Components | 0.97 | 0.97 | 3.99 |
| Retailing | 2.32 | 2.32 | 5.84 |
| Beverages | 2.15 | 2.15 | 0.3 |
| Capital Markets | 3.06 | 3.06 | - |
| Power | 0.99 | 0.99 | 3.04 |
| Transport Infrastructure | 0.48 | 0.48 | - |
| Leisure Services | 1.4 | 1.4 | 2 |
| Ferrous Metals | - | - | 1.55 |
| Personal Products | - | - | 2.45 |
| Fertilizers & Agrochemicals | - | - | 2.38 |
| Food Products | - | - | 1.18 |
| Financial Technology (Fintech) | - | - | 0.75 |
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