BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH 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
BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR 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 | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
---|---|---|---|
Fund | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹1377 Cr | ₹1377 Cr | ₹911 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 | 05 Jan 2006 |
Category | ELSS | ELSS | ELSS |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | % | % | % |
Expense Ratio | 2.23 | 2.23 | 2.2 |
Manager | Sudhir Kedia | Sudhir Kedia | Miten Vora |
ISIN Code | INF173K01361 | INF173K01361 | INF251K01985 |
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 | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
---|---|---|---|
1 Month | 1.33% | 1.33% | 0.61% |
6 Month | 12.36% | 12.36% | 11.4% |
1 Year | 3.9% | 3.9% | 2.82% |
3 Year | 15.48% | 15.48% | 17.83% |
5 Year | 20.68% | 20.68% | 18.65% |
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 | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
---|---|---|---|
6 Month | 4.69% | 4.69% | 3.65% |
1 Year | 8.87% | 8.87% | 4.41% |
3 Year | 14.59% | 14.59% | 16.83% |
5 Year | 15.44% | 15.44% | 15.74% |
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 | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
---|---|---|---|
1 Year | 17.92% | 17.92% | 12.15% |
3 Year | 16.61% | 16.61% | 12.41% |
5 Year | 14.65% | 14.65% | 14.45% |
Risk Management
Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
---|---|---|---|
Standard Deviation | 11.66% | 11.66% | 13.32% |
Sharp | 0.87% | 0.87% | 0.84% |
Beta | 0.85% | 0.85% | 0.94% |
Alpha | 0.47% | 0.47% | 2.52% |
Fund Managers
Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
---|---|---|---|
Name | Sudhir Kedia | Sudhir Kedia | Miten Vora |
Total AUM | ₹10423 Cr | ₹10423 Cr | ₹6478 Cr |
Funds Managed | 8 | 8 | 6 |
Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR 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 |
BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
---|---|---|---|
Others | 9.67 | 9.67 | 6.44 |
Large Cap | 69.07 | 69.07 | 58.55 |
Small Cap | 10.47 | 10.47 | 17.27 |
Mid Cap | 10.8 | 10.8 | 17.74 |
Sector Allocation
Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
---|---|---|---|
Others | 8.76 | 8.76 | 3.86 |
Communication Services | 4.7 | 4.7 | 3.05 |
Energy | 4.93 | 4.93 | 3.9 |
Technology | 3.81 | 3.81 | 9.46 |
Consumer Cyclical | 10.18 | 10.18 | 13.48 |
Industrials | 12.87 | 12.87 | 11.51 |
Consumer Defensive | 8.62 | 8.62 | 5.78 |
Financial Services | 30.44 | 30.44 | 30.28 |
Healthcare | 6.91 | 6.91 | 8.36 |
Basic Materials | 5.87 | 5.87 | 7.13 |
Utilities | 2.9 | 2.9 | 3.19 |
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