Axis 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

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

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Axis ELSS Tax Saver Fund - Regular Plan - Growth

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Overview

Scheme Name	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	Axis ELSS Tax Saver Fund - Regular Plan - Growth
Fund	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	Axis ELSS Tax Saver Fund - Regular Plan - Growth
Investment Plan	Growth	Growth	Growth
Level of Risk	Average	Average	Very High
Asset Size (Cr)	₹1356 Cr	₹1356 Cr	₹37109 Cr
Min Investment	₹500	₹500	₹500
Min SIP Invesment	₹500	₹500	₹500
Min Addl Investment	₹500	₹500	₹500
Launch Date	01 May 2013	01 May 2013	05 Dec 2009
Category	ELSS	ELSS	ELSS
Fund Type	Open Ended	Open-Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	%	%	25%
Expense Ratio	2.19	2.19	1.52
Manager	Sudhir Kedia	Sudhir Kedia	Shreyash Devalkar
ISIN Code	INF173K01361	INF173K01361	INF846K01131
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	Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Month	1.11%	1.11%	-0.66%
6 Month	5.97%	5.97%	7.88%
1 Year	25.71%	25.71%	27.16%
3 Year	15.33%	15.33%	8.42%
5 Year	19.05%	19.05%	14.09%

Scheme Name	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	Axis ELSS Tax Saver Fund - Regular Plan - Growth
6 Month	-	-	-
1 Year	10.33%	10.33%	13.63%
3 Year	18.26%	18.26%	16.75%
5 Year	20.16%	20.16%	15.4%

Scheme Name	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Year	19%	19%	14.64%
3 Year	16.75%	16.75%	14.38%
5 Year	14.41%	14.41%	17%

Scheme Name	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	Axis ELSS Tax Saver Fund - Regular Plan - Growth
Standard Deviation	11.66%	11.66%	15.43%
Sharp	0.62%	0.62%	0.14%
Beta	0.87%	0.87%	1.03%
Alpha	-0.24%	-0.24%	-7.1%

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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	Axis ELSS Tax Saver Fund - Regular Plan - Growth
Name	Sudhir Kedia	Sudhir Kedia	Shreyash Devalkar
Total AUM	₹10423 Cr	₹10423 Cr	₹166770 Cr
Fund Manage	8	8	14
	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	Axis ELSS Tax Saver Fund - Regular Plan - Growth

Scheme Name	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	Axis ELSS Tax Saver Fund - Regular Plan - Growth
Others	2.16	2.16	3.99
Large Cap	69.38	69.38	66.2
Mid Cap	16.11	16.11	26.49
Small Cap	12.49	12.49	3.27

Scheme Name	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	Axis ELSS Tax Saver Fund - Regular Plan - Growth
Others	2.16	2.16	3.99
Telecom - Services	4.92	4.92	3.56
Petroleum Products	4.79	4.79	1
IT - Software	7.54	7.54	7.44
Cement & Cement Products	2.5	2.5	1.79
Construction	3.08	3.08	1.97
Banks	25.09	25.09	15.39
Diversified FMCG	3.36	3.36	0.51
Pharmaceuticals & Biotechnology	7.74	7.74	7.56
Chemicals & Petrochemicals	1.01	1.01	2.73
Aerospace & Defense	0.65	0.65	0.61
Realty	0.28	0.28	1
Automobiles	5.05	5.05	6.36
Healthcare Services	1.03	1.03	2.17
Electrical Equipment	2.26	2.26	2.59
Finance	4.31	4.31	8.23
Gas	0.61	0.61	-
Industrial Products	2.08	2.08	2.3
Transport Services	2.94	2.94	1.32
Consumer Durables	4.04	4.04	1.42
Insurance	1.65	1.65	2.99
Agricultural Food & other Products	0.89	0.89	-
Oil	0.79	0.79	-
Auto Components	0.97	0.97	2
Retailing	2.32	2.32	6.88
Beverages	2.15	2.15	1.42
Capital Markets	3.06	3.06	0.87
Power	0.99	0.99	5.57
Transport Infrastructure	0.48	0.48	-
Leisure Services	1.4	1.4	1.57
Non - Ferrous Metals	-	-	0.26
Paper, Forest & Jute Products	-	-	0.47
Ferrous Metals	-	-	0.49
Personal Products	-	-	0.26
Fertilizers & Agrochemicals	-	-	2.38
Food Products	-	-	1.95
Financial Technology (Fintech)	-	-	0.9