- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
HSBC 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
HSBC ELSS Tax saver Fund - 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 | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|---|
| Fund | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | HSBC ELSS Tax saver Fund - Regular Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹1299 Cr | ₹1299 Cr | ₹3977 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 | 27 Feb 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 | % | % | 70% |
| Expense Ratio | 2.23 | 2.23 | 1.89 |
| Manager | Sudhir Kedia | Sudhir Kedia | Gautam Bhupal |
| ISIN Code | INF173K01361 | INF173K01361 | INF677K01064 |
| 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 | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|---|
| 1 Month | 3.33% | 3.33% | 1.51% |
| 6 Month | -1.17% | -1.17% | -5.22% |
| 1 Year | 5.95% | 5.95% | 7.67% |
| 3 Year | 14.76% | 14.76% | 17.42% |
| 5 Year | 22.89% | 22.89% | 22.63% |
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 | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|---|
| 6 Month | 2.26% | 2.26% | -0.81% |
| 1 Year | -0.59% | -0.59% | -6.04% |
| 3 Year | 14.8% | 14.8% | 18.77% |
| 5 Year | 16.57% | 16.57% | 18.1% |
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 | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|---|
| 1 Year | 18.94% | 18.94% | 14.01% |
| 3 Year | 16.61% | 16.61% | 14.15% |
| 5 Year | 14.51% | 14.51% | 13.19% |
Risk Management
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|---|
| Standard Deviation | 11.66% | 11.66% | 15.421% |
| Sharp | 0.45% | 0.45% | 0.548% |
| Beta | 0.87% | 0.87% | 0.99% |
| Alpha | -0.18% | -0.18% | 2.056% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|---|
| Name | Sudhir Kedia | Sudhir Kedia | Gautam Bhupal |
| Total AUM | ₹10423 Cr | ₹10423 Cr | ₹25949 Cr |
| Funds Managed | 8 | 8 | 13 |
| Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | HSBC ELSS Tax saver Fund - 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 |
HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|---|
| Others | 8.8 | 8.8 | 2.39 |
| Large Cap | 66.99 | 66.99 | 48.17 |
| Mid Cap | 13.18 | 13.18 | 23.42 |
| Small Cap | 11.03 | 11.03 | 26.02 |
Sector Allocation
| Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|---|
| Others | 7.25 | 7.25 | 0.62 |
| Communication Services | 4.95 | 4.95 | 1.91 |
| Energy | 5.37 | 5.37 | 4.19 |
| Technology | 8.27 | 8.27 | 12.24 |
| Consumer Cyclical | 10.61 | 10.61 | 19.36 |
| Basic Materials | 5.31 | 5.31 | 6.44 |
| Industrials | 11.74 | 11.74 | 18.01 |
| Consumer Defensive | 5.77 | 5.77 | 3.2 |
| Financial Services | 32.55 | 32.55 | 23.48 |
| Healthcare | 6.81 | 6.81 | 5.83 |
| Utilities | 1.37 | 1.37 | 3.21 |
| Real Estate | - | - | 1.51 |
Top Comparisons
Franklin India Multi - Asset Solution Fund of Funds- Growth Plan
3Y Returns12.56%
Mirae Asset Equity allocator Fund Of Fund Regular Growth
3Y Returns14.74%
ICICI Prudential All Seasons Bond Fund - Growth
3Y Returns8.04%
Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns6.99%
Franklin India Multi - Asset Solution Fund of Funds- Growth Plan
3Y Returns12.56%
Nippon India Asset Allocator FoF - Regular Plan - Growth Option
3Y Returns18.2%
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
3Y Returns14.24%
HDFC ELSS Tax saver Fund - Growth Plan
3Y Returns22.8%
