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 | Average | Average | Very High |
| Asset Size (Cr) | ₹1356 Cr | ₹1356 Cr | ₹3919 Cr |
| Min Investment | ₹500 | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹0 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 | ₹500 |
| Launch Date | 01 May 2013 | 01 May 2013 | 01 Aug 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 | 2.19 | 2.19 | 1.88 |
| Manager | Sudhir Kedia | Sudhir Kedia | Vishal Chopda |
| ISIN Code | INF173K01361 | INF173K01361 | INF789F01547 |
| 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 | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | 4.65% | 4.65% | 5.45% |
| 6 Month | 14.72% | 14.72% | 21.54% |
| 1 Year | 29.96% | 29.96% | 33.82% |
| 3 Year | 16.61% | 16.61% | 14.1% |
| 5 Year | 21.5% | 21.5% | 21.25% |
| 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 | 14.28% | 14.28% | 15.2% |
| 3 Year | 34.19% | 34.19% | 30.76% |
| 5 Year | 70.65% | 70.65% | 63.05% |
| 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 | 22.1% | 22.1% | 21.05% |
| 3 Year | 54.1% | 54.1% | 48.23% |
| 5 Year | 76.52% | 76.52% | 69.76% |
| 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 | 1.01% | 1.01% | 0.74% |
| Beta | 0.86% | 0.86% | 0.93% |
| Alpha | 0.54% | 0.54% | -2.96% |
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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 |
|---|---|---|---|
| Large Cap | 67.45 | 67.45 | 63.89 |
| Others | 9.41 | 9.41 | 2.72 |
| Small Cap | 12.66 | 12.66 | 8.46 |
| Mid Cap | 10.42 | 10.42 | 24.91 |
| 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 |
|---|---|---|---|
| Financial | 28.95 | 28.95 | 26.33 |
| Energy | 6.62 | 6.62 | 6.01 |
| Technology | 8.24 | 8.24 | 8.91 |
| Others | 3.29 | 3.29 | 1.37 |
| Automobile | 6.19 | 6.19 | 9.16 |
| Construction | 3.09 | 3.09 | 3.27 |
| Healthcare | 7.44 | 7.44 | 5.7 |
| Communication | 4.3 | 4.3 | 4.23 |
| Services | 10.2 | 10.2 | 8.42 |
| Unclassified | 1.59 | 1.59 | - |
| Capital Goods | 6.07 | 6.07 | 5.22 |
| Materials | 2.35 | 2.35 | 2.96 |
| Consumer Discretionary | 3.08 | 3.08 | 6.25 |
| Consumer Staples | 5.93 | 5.93 | 6.13 |
| Chemicals | 1.7 | 1.7 | 2.07 |
| Metals & Mining | 0.9 | 0.9 | 1.82 |
| Insurance | - | - | 2.13 |
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