Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Axis ELSS Tax Saver Fund vs Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth compare

Link copied to clipboard!

tortoise-icon Sundaram ELSS Tax Saver Fund Regular Growth

Invest Now

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

Invest Now

tortoise-icon Axis ELSS Tax Saver Fund - Regular Plan - 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 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 Very High Very High Very High
Asset Size (Cr) ₹1299 Cr ₹1299 Cr ₹34497 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 29 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 2.23 2.23 1.54
Manager Sudhir Kedia Sudhir Kedia Shreyash Devalkar
ISIN Code INF173K01361 INF173K01361 INF846K01131
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 Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Month 5.27% 5.27% 4.98%
6 Month 4.44% 4.44% 4.62%
1 Year 9.05% 9.05% 11.37%
3 Year 18.65% 18.65% 16.57%
5 Year 25.13% 25.13% 19.01%

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 Axis ELSS Tax Saver Fund - Regular Plan - Growth
6 Month 1.46% 1.46% 1.02%
1 Year -1.74% -1.74% -2.35%
3 Year 13.33% 13.33% 12.82%
5 Year 15.37% 15.37% 11.47%

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 Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Year 18.94% 18.94% 14.83%
3 Year 16.61% 16.61% 14.18%
5 Year 14.51% 14.51% 16.65%

Risk Management

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 0.66% 0.66% 0.37%
Beta 0.87% 0.87% 1%
Alpha 0.32% 0.32% -3.67%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

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
Funds Managed 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

Market Cap

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 6.2 6.2 4.56
Large Cap 69.57 69.57 72.54
Mid Cap 12.82 12.82 20.25
Small Cap 11.4 11.4 2.65

Sector Allocation

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 6.16 6.16 4.56
Telecom - Services 3.43 3.43 4.18
Petroleum Products 4.8 4.8 1.18
IT - Software 5.9 5.9 7.16
Retailing 2.94 2.94 6.24
Cement & Cement Products 2.71 2.71 2.16
IT - Services 0.52 0.52 -
Construction 3.63 3.63 2.02
Diversified FMCG 3.51 3.51 0.49
Banks 26.75 26.75 19.22
Pharmaceuticals & Biotechnology 5.15 5.15 7.58
Aerospace & Defense 0.67 0.67 0.64
Industrial Manufacturing 0.91 0.91 0.2
Automobiles 5.69 5.69 5.53
Healthcare Services 2.27 2.27 2.39
Electrical Equipment 0.95 0.95 2.6
Finance 3.88 3.88 8.44
Gas 1.03 1.03 -
Industrial Products 0.56 0.56 1.49
Transport Services 3.25 3.25 1.95
Consumer Durables 3.07 3.07 2.1
Insurance 0.92 0.92 2.44
Agricultural Food & other Products 0.94 0.94 -
Oil 0.68 0.68 -
Chemicals & Petrochemicals 0.8 0.8 2.75
Auto Components 1.11 1.11 1.62
Capital Markets 2.02 2.02 -
Fertilizers & Agrochemicals 2.17 2.17 2.07
Beverages 1.22 1.22 1.42
Power 0.91 0.91 3.49
Transport Infrastructure 0.43 0.43 -
Leisure Services 1.01 1.01 1.57
Non - Ferrous Metals - - 0.28
Ferrous Metals - - 0.54
Personal Products - - 0.26
Realty - - 1.23
Food Products - - 1.3
Financial Technology (Fintech) - - 0.9

Top Comparisons

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

3Y Returns20.49%

VS

Quant ESG Equity Fund Regular - Growth Quant ESG Equity Fund Regular - Growth

3Y Returns20.8%

Compare Now

ICICI Prudential Savings Fund - Growth ICICI Prudential Savings Fund - Growth

3Y Returns7.58%

VS

HSBC Low Duration Fund - Regular Growth HSBC Low Duration Fund - Regular Growth

3Y Returns7.47%

Compare Now

Bajaj Finserv Flexi Cap Fund Regular - Growth Bajaj Finserv Flexi Cap Fund Regular - Growth

3Y Returns0%

VS

DSP Flexi Cap Fund - Regular Plan - Growth DSP Flexi Cap Fund - Regular Plan - Growth

3Y Returns21.42%

Compare Now

ICICI Prudential Savings Fund - Growth ICICI Prudential Savings Fund - Growth

3Y Returns7.58%

VS

HDFC Low Duration  Fund - Growth HDFC Low Duration Fund - Growth

3Y Returns7.03%

Compare Now
Add to Cart Successfully