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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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tortoise-icon Sundaram ELSS Tax Saver Fund Regular Growth

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

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tortoise-icon 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) ₹1356 Cr ₹1356 Cr ₹896 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 2.72% 2.72% 4.09%
6 Month 7.44% 7.44% 8.48%
1 Year 6.23% 6.23% 4.26%
3 Year 14.71% 14.71% 18.31%
5 Year 20.47% 20.47% 18.64%

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 0.3% 0.3% 0.06%
1 Year 7.67% 7.67% 5.61%
3 Year 12.37% 12.37% 14.47%
5 Year 13.61% 13.61% 14.34%

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 17.69% 17.69% 11.98%
3 Year 16.53% 16.53% 12.5%
5 Year 14.71% 14.71% 14.51%

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 11.42% 11.42% 13.25%
Sharp 0.69% 0.69% 0.85%
Beta 0.84% 0.84% 0.95%
Alpha - - 2.30%

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 4.81 4.81 6.43
Large Cap 73.61 73.61 60.36
Small Cap 11.52 11.52 13.25
Mid Cap 10.06 10.06 19.95

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 4.81 4.81 3.03
Energy 5.09 5.09 3.89
Technology 5.39 5.39 10.03
Consumer Cyclical 11.78 11.78 15.19
Communication Services 4.96 4.96 3.04
Industrials 12.22 12.22 11.52
Consumer Defensive 8.57 8.57 4.63
Financial Services 30.57 30.57 30.08
Healthcare 6.88 6.88 7.72
Basic Materials 5.97 5.97 7.35
Utilities 3.74 3.74 3.51

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