Bandhan 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
Bandhan ELSS Tax saver Fund - Regular Plan - 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 | Bandhan 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 | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹1377 Cr | ₹1377 Cr | ₹6974 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 | 26 Dec 2008 |
Category | ELSS | ELSS | ELSS |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI | BSE 500 |
Turn Over | % | % | 13% |
Expense Ratio | 2.23 | 2.23 | 1.76 |
Manager | Sudhir Kedia | Sudhir Kedia | Ritika Behera |
ISIN Code | INF173K01361 | INF173K01361 | INF194K01292 |
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 | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
---|---|---|---|
1 Month | -0.48% | -0.48% | -1.82% |
6 Month | 10.71% | 10.71% | 8.39% |
1 Year | 4.31% | 4.31% | -1.33% |
3 Year | 14.98% | 14.98% | 14.82% |
5 Year | 20.69% | 20.69% | 23.46% |
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 | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
---|---|---|---|
6 Month | 4.69% | 4.69% | 2.19% |
1 Year | 8.87% | 8.87% | 2.35% |
3 Year | 14.59% | 14.59% | 12.01% |
5 Year | 15.44% | 15.44% | 15.2% |
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 | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
---|---|---|---|
1 Year | 17.92% | 17.92% | 14.18% |
3 Year | 16.61% | 16.61% | 16.74% |
5 Year | 14.65% | 14.65% | 16.93% |
Risk Management
Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
---|---|---|---|
Standard Deviation | 11.73% | 11.73% | 11.76% |
Sharp | 0.79% | 0.79% | 0.81% |
Beta | 0.86% | 0.86% | 0.86% |
Alpha | 1.18% | 1.18% | 1.46% |
Fund Managers
Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
---|---|---|---|
Name | Sudhir Kedia | Sudhir Kedia | Ritika Behera |
Total AUM | ₹10423 Cr | ₹10423 Cr | ₹43013 Cr |
Funds Managed | 8 | 8 | 19 |
Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Bandhan 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 |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
---|---|---|---|
Others | 9.67 | 9.67 | 5.71 |
Large Cap | 69.07 | 69.07 | 68.79 |
Small Cap | 10.47 | 10.47 | 14.17 |
Mid Cap | 10.8 | 10.8 | 11.33 |
Sector Allocation
Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
---|---|---|---|
Others | 8.76 | 8.76 | 4.69 |
Communication Services | 4.7 | 4.7 | 2.47 |
Energy | 4.93 | 4.93 | 7.52 |
Technology | 3.81 | 3.81 | 8.81 |
Consumer Cyclical | 10.18 | 10.18 | 10.27 |
Industrials | 12.87 | 12.87 | 4.97 |
Consumer Defensive | 8.62 | 8.62 | 8.62 |
Financial Services | 30.44 | 30.44 | 32.99 |
Healthcare | 6.91 | 6.91 | 6.17 |
Basic Materials | 5.87 | 5.87 | 9.49 |
Utilities | 2.9 | 2.9 | 1.85 |
Real Estate | - | - | 2.14 |
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