ICICI Prudential ELSS Tax Saver Fund (Tax Saving) vs Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth compare

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ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth

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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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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
Fund	ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
Investment Plan	Growth	Growth	Growth
Level of Risk	Very High	Very High	Very High
Asset Size (Cr)	₹14364 Cr	₹1359 Cr	₹1359 Cr
Min Investment	₹500	₹500	₹500
Min SIP Invesment	₹500	₹500	₹500
Min Addl Investment	₹500	₹500	₹500
Launch Date	19 Aug 1999	31 Mar 1996	31 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	29%	%	%
Expense Ratio	1.72	2.23	2.23
Manager	Mittul Kalawadia	Sudhir Kedia	Sudhir Kedia
ISIN Code	INF109K01464	INF173K01361	INF173K01361
Exits Load	Data not available./365	Data not available./365	Data not available./365

Scheme Name	ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
1 Month	2.63%	2.93%	2.93%
6 Month	7.36%	4.79%	4.79%
1 Year	9.29%	5.61%	5.61%
3 Year	20.69%	19.88%	19.88%
5 Year	23%	22.94%	22.94%

Scheme Name	ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
6 Month	9.47%	9.36%	9.36%
1 Year	13.01%	12.29%	12.29%
3 Year	18.91%	17.31%	17.31%
5 Year	18.12%	17.43%	17.43%

Scheme Name	ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
1 Year	13.48%	18.34%	18.34%
3 Year	15.82%	16.52%	16.52%
5 Year	16.5%	14.6%	14.6%

Scheme Name	ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
Standard Deviation	11.92%	11.66%	11.66%
Sharp	0.86%	0.83%	0.83%
Beta	0.88%	0.87%	0.87%
Alpha	0.5%	-0.04%	-0.04%

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Scheme Name	ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
Name	Mittul Kalawadia	Sudhir Kedia	Sudhir Kedia
Total AUM	₹45730 Cr	₹10423 Cr	₹10423 Cr
Funds Managed	5	8	8
	ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth

Scheme Name	ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
Others	4.91	5.72	5.72
Large Cap	73.71	70.16	70.16
Mid Cap	10.22	13.49	13.49
Small Cap	11.19	10.64	10.64

Scheme Name	ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
Others	4.91	5.68	5.68
Petroleum Products	4.09	5.1	5.1
IT - Software	3.6	5.56	5.56
Pharmaceuticals & Biotechnology	9.64	5.27	5.27
Construction	4.25	3.17	3.17
Finance	1.9	2.47	2.47
Banks	23.81	28.01	28.01
Retailing	8.29	2.71	2.71
Diversified FMCG	0.87	5.26	5.26
Chemicals & Petrochemicals	0.08	0.82	0.82
Automobiles	8.98	5.64	5.64
Electrical Equipment	1.1	0.71	0.71
Auto Components	1.47	1.16	1.16
Cement & Cement Products	2.85	3.61	3.61
Ferrous Metals	0.03	-	-
Leisure Services	1.77	1.05	1.05
Consumer Durables	0.15	2.53	2.53
Commercial Services & Supplies	0.45	-	-
Textiles & Apparels	0.64	-	-
Insurance	5.99	1	1
Entertainment	1.18	-	-
Oil	1.27	0.7	0.7
Telecom - Services	4.34	3.31	3.31
Healthcare Services	1.79	2.36	2.36
Diversified Fmcg	0.24	-	-
Fertilizers & Agrochemicals	0.36	2.23	2.23
Industrial Products	0.08	1.09	1.09
Transport Services	1.04	1.91	1.91
Beverages	0.32	1.16	1.16
Power	3.67	0.87	0.87
Realty	0.87	-	-
IT - Services	-	0.5	0.5
Aerospace & Defense	-	0.7	0.7
Industrial Manufacturing	-	0.91	0.91
Gas	-	1.03	1.03
Agricultural Food & other Products	-	1.06	1.06
Capital Markets	-	2	2
Transport Infrastructure	-	0.43	0.43