LIC MF Tax Plan 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
LIC MF ELSS Regular Plan-Growth
LIC MF Tax Plan-Growth
Chart Comparison
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | LIC MF ELSS Regular Plan-Growth | LIC MF Tax Plan-Growth |
|---|---|---|---|---|
| Fund | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | LIC MF ELSS Regular Plan-Growth | LIC MF Tax Plan-Growth |
| Investment Plan | Growth | Growth | Growth | Growth |
| Level of Risk | Average | Average | Very High | Very High |
| Asset Size (Cr) | ₹1356 Cr | ₹1356 Cr | ₹1153 Cr | ₹1153 Cr |
| Min Investment | ₹500 | ₹500 | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹0 | ₹500 | ₹0 |
| Min Addl Investment | ₹500 | ₹500 | ₹500 | ₹500 |
| Launch Date | 01 May 2013 | 01 May 2013 | 31 Mar 1997 | 31 Mar 1997 |
| Category | ELSS | ELSS | ELSS | ELSS |
| Fund Type | Open Ended | Open-Ended | Open-ended | Open-Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | % | % | % | 84% |
| Expense Ratio | 2.19 | 2.19 | 2.13 | 2.13 |
| Manager | Sudhir Kedia | Sudhir Kedia | Karan Doshi | Karan Doshi |
| ISIN Code | INF173K01361 | INF173K01361 | INF767K01956 | INF767K01956 |
| Exits Load | Nil/365 | Nil/365 | Nil/365 | Nil/365 |
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | LIC MF ELSS Regular Plan-Growth | LIC MF Tax Plan-Growth |
|---|---|---|---|---|
| 1 Month | 5.34% | 5.34% | 2.25% | 2.25% |
| 6 Month | 20.2% | 20.2% | 24.02% | 24.02% |
| 1 Year | 31.14% | 31.14% | 37.93% | 37.93% |
| 3 Year | 17.37% | 17.37% | 18.17% | 18.17% |
| 5 Year | 21.62% | 21.62% | 19.25% | 19.25% |
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | LIC MF ELSS Regular Plan-Growth | LIC MF Tax Plan-Growth |
|---|---|---|---|---|
| 6 Month | - | - | - | - |
| 1 Year | 14.28% | 14.28% | 15.28% | 15.28% |
| 3 Year | 34.19% | 34.19% | 33.14% | 33.14% |
| 5 Year | 70.65% | 70.65% | 60.38% | 60.38% |
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | LIC MF ELSS Regular Plan-Growth | LIC MF Tax Plan-Growth |
|---|---|---|---|---|
| 1 Year | 22.1% | 22.1% | 18.93% | 18.93% |
| 3 Year | 54.1% | 54.1% | 47.85% | 47.85% |
| 5 Year | 76.52% | 76.52% | 69.84% | 69.84% |
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | LIC MF ELSS Regular Plan-Growth | LIC MF Tax Plan-Growth |
|---|---|---|---|---|
| Standard Deviation | 11.66% | 11.66% | 12.19% | 12.19% |
| Sharp | 0.9% | 0.9% | 0.93% | 0.93% |
| Beta | 0.87% | 0.87% | 0.88% | 0.88% |
| Alpha | 0.69% | 0.69% | 0.01% | 0.01% |
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| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | LIC MF ELSS Regular Plan-Growth | LIC MF Tax Plan-Growth |
|---|---|---|---|---|
| Name | Sudhir Kedia | Sudhir Kedia | Karan Doshi | Karan Doshi |
| Total AUM | ₹10423 Cr | ₹10423 Cr | ₹2592 Cr | ₹2592 Cr |
| Fund Manage | 8 | 8 | 5 | 5 |
| Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | LIC MF ELSS Regular Plan-Growth | LIC MF Tax Plan-Growth |
| Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
LIC MF ELSS Regular Plan-Growth |
LIC MF Tax Plan-Growth |
|---|---|---|---|---|
| Others | 9.41 | 9.41 | 2.84 | - |
| Large Cap | 67.45 | 67.45 | 61.73 | - |
| Small Cap | 12.66 | 12.66 | 17.23 | - |
| Mid Cap | 10.42 | 10.42 | 18.2 | - |
| Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
LIC MF ELSS Regular Plan-Growth |
LIC MF Tax Plan-Growth |
|---|---|---|---|---|
| Others | 3.29 | 3.29 | 1.7 | - |
| Communication | 4.3 | 4.3 | - | - |
| Energy | 6.62 | 6.62 | 2.07 | - |
| Technology | 8.24 | 8.24 | 8.75 | - |
| Capital Goods | 6.07 | 6.07 | 10.82 | - |
| Materials | 2.35 | 2.35 | 2.69 | - |
| Construction | 3.09 | 3.09 | 3.18 | - |
| Financial | 28.95 | 28.95 | 28.72 | - |
| Consumer Staples | 5.93 | 5.93 | 7.91 | - |
| Healthcare | 7.44 | 7.44 | 3.07 | - |
| Chemicals | 1.7 | 1.7 | 3.61 | - |
| Metals & Mining | 0.9 | 0.9 | 1.58 | - |
| Automobile | 6.19 | 6.19 | 9.73 | - |
| Consumer Discretionary | 3.08 | 3.08 | 5.99 | - |
| Services | 10.2 | 10.2 | 8.55 | - |
| Unclassified | 1.59 | 1.59 | - | - |
| Diversified | - | - | 1.63 | - |
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