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

Link copied to clipboard!

Sundaram ELSS Tax Saver Fund Regular Growth

Invest Now

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

Invest Now

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

Invest Now

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)	₹1356 Cr	₹1356 Cr	₹88 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

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	3.5%	3.5%	3.6%
6 Month	7.44%	7.44%	6.41%
1 Year	6.23%	6.23%	7.01%
3 Year	14.71%	14.71%	-
5 Year	20.47%	20.47%	-

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	0.3%	0.3%	0.18%
1 Year	7.67%	7.67%	6.95%
3 Year	12.37%	12.37%	-
5 Year	13.61%	13.61%	-

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	17.69%	17.69%	20.3%
3 Year	16.53%	16.53%	-
5 Year	14.71%	14.71%	-

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	0.78%	0.78%	-
Beta	0.85%	0.85%	-
Alpha	-0.04%	-0.04%	-

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

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	4.81	4.81	4.99
Large Cap	73.61	73.61	94.35
Small Cap	11.52	11.52	-
Mid Cap	10.06	10.06	0.66

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	4.81	4.81	1.86
Energy	5.09	5.09	10.41
Technology	5.39	5.39	9.94
Consumer Cyclical	11.78	11.78	11.7
Communication Services	4.96	4.96	4.55
Industrials	12.22	12.22	6.03
Consumer Defensive	8.57	8.57	6.7
Financial Services	30.57	30.57	36.28
Healthcare	6.88	6.88	3.61
Basic Materials	5.97	5.97	6.36
Utilities	3.74	3.74	2.56