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360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular 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 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth

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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 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth
Fund Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹1359 Cr ₹1359 Cr ₹77 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 28 Dec 2022
Category ELSS ELSS ELSS
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI NIFTY 50 TRI
Turn Over % % %
Expense Ratio 2.23 2.23 0.52
Manager Sudhir Kedia Sudhir Kedia Parijat Garg
ISIN Code INF173K01361 INF173K01361 INF579M01AL6
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 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth
1 Month 2.38% 2.38% 1.92%
6 Month 3.54% 3.54% 6.71%
1 Year 4.81% 4.81% 7.09%
3 Year 20.67% 20.67% -
5 Year 22.68% 22.68% -

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 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth
6 Month 6.28% 6.28% 6.56%
1 Year 7.61% 7.61% 9.21%
3 Year 15.9% 15.9% -
5 Year 16.74% 16.74% -

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 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth
1 Year 18.34% 18.34% 23.32%
3 Year 16.52% 16.52% -
5 Year 14.6% 14.6% -

Risk Management

Scheme Name Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth
Standard Deviation 11.66% 11.66% -
Sharp 0.83% 0.83% -
Beta 0.87% 0.87% -
Alpha -0.04% -0.04% -

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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 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth
Name Sudhir Kedia Sudhir Kedia Parijat Garg
Total AUM ₹10423 Cr ₹10423 Cr ₹151 Cr
Funds Managed 8 8 2
Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth

Market Cap

Scheme Name

Sundaram ELSS Tax Saver Fund Regular Growth

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

360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth

Others 5.72 5.72 1.36
Large Cap 70.16 70.16 97.37
Mid Cap 13.49 13.49 1.27
Small Cap 10.64 10.64 -

Sector Allocation

Scheme Name

Sundaram ELSS Tax Saver Fund Regular Growth

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

360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth

Others 5.68 5.68 0.5
Telecom - Services 3.31 3.31 -
Petroleum Products 5.1 5.1 -
IT - Software 5.56 5.56 -
Retailing 2.71 2.71 -
Cement & Cement Products 3.61 3.61 -
IT - Services 0.5 0.5 -
Construction 3.17 3.17 -
Diversified FMCG 5.26 5.26 -
Banks 28.01 28.01 -
Pharmaceuticals & Biotechnology 5.27 5.27 -
Aerospace & Defense 0.7 0.7 -
Industrial Manufacturing 0.91 0.91 -
Automobiles 5.64 5.64 -
Healthcare Services 2.36 2.36 -
Finance 2.47 2.47 -
Gas 1.03 1.03 -
Industrial Products 1.09 1.09 -
Transport Services 1.91 1.91 -
Consumer Durables 2.53 2.53 -
Insurance 1 1 -
Agricultural Food & other Products 1.06 1.06 -
Electrical Equipment 0.71 0.71 -
Oil 0.7 0.7 -
Chemicals & Petrochemicals 0.82 0.82 -
Auto Components 1.16 1.16 -
Capital Markets 2 2 -
Fertilizers & Agrochemicals 2.23 2.23 -
Beverages 1.16 1.16 -
Power 0.87 0.87 -
Transport Infrastructure 0.43 0.43 -
Leisure Services 1.05 1.05 -
Energy - - 10.88
Technology - - 13.08
Industrials - - 5.41
Basic Materials - - 5.99
Consumer Defensive - - 7.6
Financial Services - - 36.35
Healthcare - - 3.8
Consumer Cyclical - - 9.55
Communication Services - - 4.23
Utilities - - 2.62

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