HDFC ELSS Tax saver Fund 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 HDFC ELSS Tax saver Fund - Growth Plan

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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 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) ₹1193 Cr ₹1193 Cr ₹13086 Cr
Min Investment ₹500 ₹500 ₹500
Min SIP Invesment ₹500 ₹500 ₹500
Min Addl Investment ₹500 ₹500 ₹500
Launch Date 02 Jan 2013 02 Jan 2013 05 Mar 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 2.24 2.24 1.74
Manager Sudhir Kedia Sudhir Kedia Dhruv Muchhal
ISIN Code INF173K01361 INF173K01361 INF179K01BB8
Exits Load Nil/365 Nil/365 Nil/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 3.91% 3.91% 4.81%
6 Month 16.2% 16.2% 20.64%
1 Year 33.02% 33.02% 48.37%
3 Year 19.26% 19.26% 27.24%
5 Year 19.29% 19.29% 21.02%

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 Year 14.28% 14.28% 20.44%
3 Year 34.19% 34.19% 51.61%
5 Year 70.65% 70.65% 94.31%

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 22.1% 22.1% 24.54%
3 Year 54.1% 54.1% 69.28%
5 Year 76.52% 76.52% 101.07%

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% 11.39%
Sharp 0.95% 0.95% 1.54%
Beta 0.88% 0.88% 0.85%
Alpha 0.28% 0.28% 7.15%

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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
Fund Manage 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

Large Cap 67.45 67.45 77.99
Others 9.41 9.41 9.77
Small Cap 12.66 12.66 5.69
Mid Cap 10.42 10.42 6.55

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

Financial 28.95 28.95 35.2
Energy 6.62 6.62 4.33
Technology 8.24 8.24 9.85
Others 3.29 3.29 8.55
Automobile 6.19 6.19 6.96
Construction 3.09 3.09 3.39
Healthcare 7.44 7.44 13.1
Communication 4.3 4.3 5.59
Services 10.2 10.2 2.46
Unclassified 1.59 1.59 -
Capital Goods 6.07 6.07 4.05
Materials 2.35 2.35 -
Consumer Discretionary 3.08 3.08 0.93
Consumer Staples 5.93 5.93 0.42
Chemicals 1.7 1.7 -
Metals & Mining 0.9 0.9 0.79
Insurance - - 4.04
Sovereign - - 0.34

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