Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Bandhan 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 Bandhan 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 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) ₹1356 Cr ₹1356 Cr ₹6948 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 2.09% 2.09% 2.07%
6 Month 6.14% 6.14% 6.25%
1 Year 8.35% 8.35% 5.77%
3 Year 14.83% 14.83% 15.33%
5 Year 18.69% 18.69% 22.04%

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 1.75% 1.75% 2.27%
1 Year 11.55% 11.55% 11.5%
3 Year 13.36% 13.36% 12.13%
5 Year 14.1% 14.1% 14.3%

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 18.09% 18.09% 13.58%
3 Year 16.68% 16.68% 16.57%
5 Year 14.77% 14.77% 17.04%

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 11.66% 11.66% 11.60%
Sharp 0.77% 0.77% 0.73%
Beta 0.84% 0.84% 0.86%
Alpha -0.23% -0.23% 0.37%

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 4.81 4.81 5.76
Large Cap 73.61 73.61 70.08
Small Cap 11.52 11.52 13.02
Mid Cap 10.06 10.06 11.14

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 4.81 4.81 4.19
Energy 5.09 5.09 7.46
Technology 5.39 5.39 10.33
Consumer Cyclical 11.78 11.78 10.42
Communication Services 4.96 4.96 2.71
Industrials 12.22 12.22 4.69
Consumer Defensive 8.57 8.57 8.34
Financial Services 30.57 30.57 33.36
Healthcare 6.88 6.88 5.55
Basic Materials 5.97 5.97 8.91
Utilities 3.74 3.74 1.99
Real Estate - - 2.05

Top Comparisons

ICICI Prudential Exports & Services Fund - Growth ICICI Prudential Exports & Services Fund - Growth

3Y Returns20%

VS

Sundaram Services Fund Regular Plan - Growth Sundaram Services Fund Regular Plan - Growth

3Y Returns17.91%

Compare Now

Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option

3Y Returns16.15%

VS

BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth

3Y Returns14.07%

Compare Now

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

3Y Returns16.44%

VS

Quant Aggressive Hybrid Fund-Growth Quant Aggressive Hybrid Fund-Growth

3Y Returns11.53%

Compare Now

Franklin U.S. Opportunities Equity Active FOF - Regular - Growth Franklin U.S. Opportunities Equity Active FOF - Regular - Growth

3Y Returns23.4%

VS

PGIM India Global Equity Opportunities Fund of Fund - Growth PGIM India Global Equity Opportunities Fund of Fund - Growth

3Y Returns23.67%

Compare Now
Add to Cart Successfully