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ADITYA BIRLA SUN LIFE 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
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - 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 | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|---|
| Fund | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹1299 Cr | ₹1299 Cr | ₹14626 Cr |
| Min Investment | ₹500 | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹500 | ₹500 |
| Launch Date | 31 Mar 1996 | 31 Mar 1996 | 07 Mar 2008 |
| Category | ELSS | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | % | % | 26% |
| Expense Ratio | 2.23 | 2.23 | 1.7 |
| Manager | Sudhir Kedia | Sudhir Kedia | Atul Penkar |
| ISIN Code | INF173K01361 | INF173K01361 | INF209K01108 |
| 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 | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|---|
| 1 Month | 6.43% | 6.43% | 7.46% |
| 6 Month | 2.68% | 2.68% | 1.26% |
| 1 Year | 8.65% | 8.65% | 9.38% |
| 3 Year | 18.27% | 18.27% | 15.86% |
| 5 Year | 24.22% | 24.22% | 16.16% |
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 | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|---|
| 6 Month | 1.46% | 1.46% | 1.03% |
| 1 Year | -1.74% | -1.74% | -5.04% |
| 3 Year | 13.33% | 13.33% | 11.79% |
| 5 Year | 15.37% | 15.37% | 10.9% |
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 | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|---|
| 1 Year | 18.94% | 18.94% | 11.75% |
| 3 Year | 16.61% | 16.61% | 11.9% |
| 5 Year | 14.51% | 14.51% | 12.76% |
Risk Management
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|---|
| Standard Deviation | 11.66% | 11.66% | 11.52% |
| Sharp | 0.66% | 0.66% | 0.47% |
| Beta | 0.87% | 0.87% | 0.92% |
| Alpha | 0.32% | 0.32% | -2.45% |
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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 | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|---|
| Name | Sudhir Kedia | Sudhir Kedia | Atul Penkar |
| Total AUM | ₹10423 Cr | ₹10423 Cr | ₹21393 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 | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - 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 |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|---|
| Others | 6.2 | 6.2 | 1.59 |
| Large Cap | 69.57 | 69.57 | 68.45 |
| Mid Cap | 12.82 | 12.82 | 15.71 |
| Small Cap | 11.4 | 11.4 | 14.25 |
Sector Allocation
| Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|---|
| Others | 6.16 | 6.16 | 1.59 |
| Telecom - Services | 3.43 | 3.43 | 3.77 |
| Petroleum Products | 4.8 | 4.8 | 4.57 |
| IT - Software | 5.9 | 5.9 | 8.04 |
| Retailing | 2.94 | 2.94 | 4.21 |
| Cement & Cement Products | 2.71 | 2.71 | 2.22 |
| IT - Services | 0.52 | 0.52 | - |
| Construction | 3.63 | 3.63 | 3.14 |
| Diversified FMCG | 3.51 | 3.51 | 1.21 |
| Banks | 26.75 | 26.75 | 21.35 |
| Pharmaceuticals & Biotechnology | 5.15 | 5.15 | 6.2 |
| Aerospace & Defense | 0.67 | 0.67 | - |
| Industrial Manufacturing | 0.91 | 0.91 | 1.4 |
| Automobiles | 5.69 | 5.69 | 4.1 |
| Healthcare Services | 2.27 | 2.27 | 3.98 |
| Electrical Equipment | 0.95 | 0.95 | - |
| Finance | 3.88 | 3.88 | 6.91 |
| Gas | 1.03 | 1.03 | - |
| Industrial Products | 0.56 | 0.56 | 1.56 |
| Transport Services | 3.25 | 3.25 | 1.78 |
| Consumer Durables | 3.07 | 3.07 | 2.59 |
| Insurance | 0.92 | 0.92 | 1.1 |
| Agricultural Food & other Products | 0.94 | 0.94 | - |
| Oil | 0.68 | 0.68 | 1.64 |
| Chemicals & Petrochemicals | 0.8 | 0.8 | 1.25 |
| Auto Components | 1.11 | 1.11 | 1.93 |
| Capital Markets | 2.02 | 2.02 | 0.58 |
| Fertilizers & Agrochemicals | 2.17 | 2.17 | 1.05 |
| Beverages | 1.22 | 1.22 | 0.64 |
| Power | 0.91 | 0.91 | 1.4 |
| Transport Infrastructure | 0.43 | 0.43 | 2.04 |
| Leisure Services | 1.01 | 1.01 | 2.03 |
| Non - Ferrous Metals | - | - | 1.34 |
| Paper, Forest & Jute Products | - | - | 1.05 |
| Personal Products | - | - | 2.18 |
| Realty | - | - | 0.6 |
| Diversified Metals | - | - | 1.04 |
| Ferrous Metals | - | - | 1.51 |
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