HDFC 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
HDFC ELSS Tax saver Fund - Growth Plan
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 | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|---|
| Fund | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | HDFC ELSS Tax saver Fund - Growth Plan |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹1356 Cr | ₹1356 Cr | ₹16645 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 | 02 Apr 1996 |
| Category | ELSS | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | % | % | 36.4% |
| Expense Ratio | 2.23 | 2.23 | 1.7 |
| Manager | Sudhir Kedia | Sudhir Kedia | Dhruv Muchhal |
| ISIN Code | INF173K01361 | INF173K01361 | INF179K01BB8 |
| 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 | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|---|
| 1 Month | 0.81% | 0.81% | 0.01% |
| 6 Month | 8.16% | 8.16% | 8.13% |
| 1 Year | 5.9% | 5.9% | 7.34% |
| 3 Year | 14.79% | 14.79% | 21.1% |
| 5 Year | 18.45% | 18.45% | 24.08% |
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 | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|---|
| 6 Month | 1.75% | 1.75% | 2.16% |
| 1 Year | 11.55% | 11.55% | 13.51% |
| 3 Year | 13.36% | 13.36% | 18.58% |
| 5 Year | 14.1% | 14.1% | 20.01% |
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 | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|---|
| 1 Year | 18.09% | 18.09% | 16.63% |
| 3 Year | 16.68% | 16.68% | 16.28% |
| 5 Year | 14.77% | 14.77% | 15.68% |
Risk Management
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|---|
| Standard Deviation | 11.66% | 11.66% | 11.22% |
| Sharp | 0.77% | 0.77% | 1.21% |
| Beta | 0.84% | 0.84% | 0.83% |
| Alpha | -0.23% | -0.23% | 5.77% |
Fund Managers
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|---|
| Name | Sudhir Kedia | Sudhir Kedia | Dhruv Muchhal |
| Total AUM | ₹10423 Cr | ₹10423 Cr | ₹520687 Cr |
| Funds Managed | 8 | 8 | 40 |
| Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | HDFC ELSS Tax saver Fund - Growth Plan |
Market Cap
| Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|---|
| Others | 4.81 | 4.81 | 6.45 |
| Large Cap | 73.61 | 73.61 | 78.27 |
| Small Cap | 11.52 | 11.52 | 11.34 |
| Mid Cap | 10.06 | 10.06 | 3.94 |
Sector Allocation
| Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|---|
| Others | 4.81 | 4.81 | 5.89 |
| Energy | 5.09 | 5.09 | 1.17 |
| Technology | 5.39 | 5.39 | 4.93 |
| Consumer Cyclical | 11.78 | 11.78 | 17.76 |
| Communication Services | 4.96 | 4.96 | 4.44 |
| Industrials | 12.22 | 12.22 | 5.64 |
| Consumer Defensive | 8.57 | 8.57 | 0.8 |
| Financial Services | 30.57 | 30.57 | 41.44 |
| Healthcare | 6.88 | 6.88 | 10.25 |
| Basic Materials | 5.97 | 5.97 | 6 |
| Utilities | 3.74 | 3.74 | 1.69 |
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