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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
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
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 | 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) | ₹1299 Cr | ₹1299 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 | 1.88% | 1.88% | 0.8% |
| 6 Month | -1.69% | -1.69% | 0.06% |
| 1 Year | 4.65% | 4.65% | 6.25% |
| 3 Year | 19.13% | 19.13% | - |
| 5 Year | 23.07% | 23.07% | - |
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 | 6.67% | 6.67% | 6.26% |
| 1 Year | 6.16% | 6.16% | 6.85% |
| 3 Year | 15.1% | 15.1% | - |
| 5 Year | 16.17% | 16.17% | - |
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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