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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
Overview
| 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) | ₹1299 Cr | ₹1299 Cr | ₹3643 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 | 2.23 | 2.23 | 1.9 |
| 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 |
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 | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | 7.11% | 7.11% | 6.31% |
| 6 Month | -4.68% | -4.68% | -8.19% |
| 1 Year | 8.39% | 8.39% | 9.21% |
| 3 Year | 13.24% | 13.24% | 10.77% |
| 5 Year | 23.72% | 23.72% | 21.16% |
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 | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | 1.44% | 1.44% | 0.07% |
| 1 Year | -0.86% | -0.86% | -5.07% |
| 3 Year | 14.52% | 14.52% | 12.73% |
| 5 Year | 16.51% | 16.51% | 14.04% |
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 | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | 18.94% | 18.94% | 11.44% |
| 3 Year | 16.61% | 16.61% | 11.24% |
| 5 Year | 14.51% | 14.51% | 12.09% |
Risk Management
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | 11.66% | 11.66% | 12.37% |
| Sharp | 0.45% | 0.45% | 0.28% |
| Beta | 0.87% | 0.87% | 0.94% |
| Alpha | -0.18% | -0.18% | -2.54% |
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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 | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Name | Sudhir Kedia | Sudhir Kedia | Vishal Chopda |
| Total AUM | ₹10423 Cr | ₹10423 Cr | ₹6487 Cr |
| Funds Managed | 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 |
Market Cap
| 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 | 8.8 | 8.8 | 2.72 |
| Large Cap | 66.99 | 66.99 | 70.82 |
| Mid Cap | 13.18 | 13.18 | 19.84 |
| Small Cap | 11.03 | 11.03 | 6.63 |
Sector Allocation
| 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 | 7.25 | 7.25 | 2.72 |
| Communication Services | 4.95 | 4.95 | 6.36 |
| Energy | 5.37 | 5.37 | 3.08 |
| Technology | 8.27 | 8.27 | 10.44 |
| Consumer Cyclical | 10.61 | 10.61 | 13.94 |
| Basic Materials | 5.31 | 5.31 | 5.22 |
| Industrials | 11.74 | 11.74 | 7.14 |
| Consumer Defensive | 5.77 | 5.77 | 6.89 |
| Financial Services | 32.55 | 32.55 | 32.26 |
| Healthcare | 6.81 | 6.81 | 5.88 |
| Utilities | 1.37 | 1.37 | 3.56 |
| Real Estate | - | - | 2.52 |
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