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Invesco India 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 Invesco India ELSS Tax Saver Fund - 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 Invesco India ELSS Tax Saver Fund - Growth
Fund Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Invesco India ELSS Tax Saver Fund - Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹1299 Cr ₹1299 Cr ₹2764 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 29 Dec 2006
Category ELSS ELSS ELSS
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI BSE 500
Turn Over % % 69%
Expense Ratio 2.23 2.23 1.91
Manager Sudhir Kedia Sudhir Kedia Dhimant Kothari
ISIN Code INF173K01361 INF173K01361 INF205K01270
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 Invesco India ELSS Tax Saver Fund - Growth
1 Month 1.23% 1.23% 2.11%
6 Month 2.06% 2.06% -1.47%
1 Year 6.92% 6.92% 9.49%
3 Year 17.64% 17.64% 19.22%
5 Year 25.14% 25.14% 23.45%

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 Invesco India ELSS Tax Saver Fund - Growth
6 Month 5.56% 5.56% 4.3%
1 Year 5.95% 5.95% 2.26%
3 Year 16.12% 16.12% 18.67%
5 Year 16.96% 16.96% 16.91%

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 Invesco India ELSS Tax Saver Fund - Growth
1 Year 18.94% 18.94% 13.91%
3 Year 16.61% 16.61% 14.82%
5 Year 14.51% 14.51% 15.48%

Risk Management

Scheme Name Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Invesco India ELSS Tax Saver Fund - Growth
Standard Deviation 11.66% 11.66% 13%
Sharp 0.66% 0.66% 0.62%
Beta 0.87% 0.87% 0.99%
Alpha 0.32% 0.32% -0.13%

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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 Invesco India ELSS Tax Saver Fund - Growth
Name Sudhir Kedia Sudhir Kedia Dhimant Kothari
Total AUM ₹10423 Cr ₹10423 Cr ₹8118 Cr
Funds Managed 8 8 7
Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Invesco India ELSS Tax Saver Fund - 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

Invesco India ELSS Tax Saver Fund - Growth

Others 6.2 6.2 0.47
Large Cap 69.57 69.57 49.16
Mid Cap 12.82 12.82 28.72
Small Cap 11.4 11.4 21.65

Sector Allocation

Scheme Name

Sundaram ELSS Tax Saver Fund Regular Growth

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

Invesco India ELSS Tax Saver Fund - Growth

Others 6.16 6.16 0.47
Telecom - Services 3.43 3.43 2.19
Petroleum Products 4.8 4.8 3.17
IT - Software 5.9 5.9 9.22
Retailing 2.94 2.94 5.72
Cement & Cement Products 2.71 2.71 -
IT - Services 0.52 0.52 -
Construction 3.63 3.63 0.5
Diversified FMCG 3.51 3.51 -
Banks 26.75 26.75 16.06
Pharmaceuticals & Biotechnology 5.15 5.15 4.79
Aerospace & Defense 0.67 0.67 1.17
Industrial Manufacturing 0.91 0.91 2.72
Automobiles 5.69 5.69 2.39
Healthcare Services 2.27 2.27 1.89
Electrical Equipment 0.95 0.95 3.18
Finance 3.88 3.88 7.26
Gas 1.03 1.03 -
Industrial Products 0.56 0.56 4.12
Transport Services 3.25 3.25 -
Consumer Durables 3.07 3.07 8.37
Insurance 0.92 0.92 -
Agricultural Food & other Products 0.94 0.94 -
Oil 0.68 0.68 -
Chemicals & Petrochemicals 0.8 0.8 3.98
Auto Components 1.11 1.11 4.41
Capital Markets 2.02 2.02 0.85
Fertilizers & Agrochemicals 2.17 2.17 -
Beverages 1.22 1.22 3
Power 0.91 0.91 1.84
Transport Infrastructure 0.43 0.43 -
Leisure Services 1.01 1.01 2.88
Non - Ferrous Metals - - 0.42
Ferrous Metals - - 0.78
Commercial Services & Supplies - - 1.72
Healthcare Equipment & Supplies - - 2.12
Food Products - - 3.05
Financial Technology (Fintech) - - 0.73
Realty - - 1

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