BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH vs Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth compare

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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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BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH

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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	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)	₹1359 Cr	₹1359 Cr	₹912 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

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	3%	3%	2.11%
6 Month	3.28%	3.28%	-0.72%
1 Year	4.49%	4.49%	3.05%
3 Year	19.57%	19.57%	22.14%
5 Year	22.31%	22.31%	20.24%

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	9.36%	9.36%	9.71%
1 Year	12.29%	12.29%	10.62%
3 Year	17.31%	17.31%	20.64%
5 Year	17.43%	17.43%	17.99%

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	18.34%	18.34%	12.48%
3 Year	16.52%	16.52%	12.3%
5 Year	14.6%	14.6%	14.37%

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%	14.41%
Sharp	0.83%	0.83%	0.88%
Beta	0.87%	0.87%	0.94%
Alpha	-0.04%	-0.04%	2.46%

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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	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

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	4.56	4.56	7.97
Large Cap	69.84	69.84	59.02
Mid Cap	13.66	13.66	15.18
Small Cap	11.93	11.93	17.82

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	4.52	4.52	6.84
Telecom - Services	3.22	3.22	-
Petroleum Products	5.08	5.08	-
IT - Software	5.59	5.59	-
Retailing	2.73	2.73	-
Cement & Cement Products	3.77	3.77	-
IT - Services	0.54	0.54	-
Construction	3.41	3.41	-
Diversified FMCG	5.09	5.09	-
Banks	27.56	27.56	-
Pharmaceuticals & Biotechnology	4.8	4.8	-
Aerospace & Defense	0.76	0.76	-
Industrial Manufacturing	0.92	0.92	-
Automobiles	6.31	6.31	-
Healthcare Services	2.27	2.27	-
Finance	2.58	2.58	-
Gas	1.01	1.01	-
Industrial Products	1.56	1.56	-
Transport Services	2.17	2.17	-
Consumer Durables	2.68	2.68	-
Insurance	1.09	1.09	-
Agricultural Food & other Products	0.98	0.98	-
Electrical Equipment	0.99	0.99	-
Oil	0.71	0.71	-
Chemicals & Petrochemicals	0.82	0.82	-
Auto Components	1.22	1.22	-
Capital Markets	2.23	2.23	-
Fertilizers & Agrochemicals	2.15	2.15	-
Power	0.8	0.8	-
Transport Infrastructure	0.5	0.5	-
Leisure Services	0.95	0.95	-
Beverages	0.98	0.98	-
Energy	-	-	4.43
Technology	-	-	9.37
Industrials	-	-	12.49
Financial Services	-	-	29.88
Basic Materials	-	-	6.88
Healthcare	-	-	7.88
Consumer Cyclical	-	-	10.72
Consumer Defensive	-	-	5.23
Communication Services	-	-	3.1
Utilities	-	-	3.18