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Mirae Asset 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 Mirae Asset ELSS Tax Saver Fund-Regular Plan-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 Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
Fund Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹1299 Cr ₹1299 Cr ₹24007 Cr
Min Investment ₹500 ₹500 ₹500
Min SIP Invesment ₹500 ₹500 ₹100
Min Addl Investment ₹500 ₹500 ₹500
Launch Date 31 Mar 1996 31 Mar 1996 28 Dec 2015
Category ELSS ELSS ELSS
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI NIFTY 500 TRI
Turn Over % % 84%
Expense Ratio 2.23 2.23 1.56
Manager Sudhir Kedia Sudhir Kedia Neelesh Surana
ISIN Code INF173K01361 INF173K01361 INF769K01DK3
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 Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
1 Month 3.75% 3.75% 5.61%
6 Month 4.52% 4.52% 4.24%
1 Year 8.45% 8.45% 10.71%
3 Year 19.01% 19.01% 19.36%
5 Year 25.82% 25.82% 27.44%

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 Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
6 Month 5.56% 5.56% 6.56%
1 Year 5.95% 5.95% 7.01%
3 Year 16.12% 16.12% 17.84%
5 Year 16.96% 16.96% 17.59%

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 Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
1 Year 18.94% 18.94% 17.15%
3 Year 16.61% 16.61% 18.19%
5 Year 14.51% 14.51% 18.94%

Risk Management

Scheme Name Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
Standard Deviation 11.66% 11.66% 13.553%
Sharp 0.66% 0.66% 0.44%
Beta 0.87% 0.87% 0.927%
Alpha 0.32% 0.32% -0.019%

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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 Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
Name Sudhir Kedia Sudhir Kedia Neelesh Surana
Total AUM ₹10423 Cr ₹10423 Cr ₹49127 Cr
Funds Managed 8 8 2
Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Mirae Asset ELSS Tax Saver Fund-Regular Plan-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

Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth

Others 6.2 6.2 1.06
Large Cap 69.57 69.57 65.89
Mid Cap 12.82 12.82 14.51
Small Cap 11.4 11.4 18.54

Sector Allocation

Scheme Name

Sundaram ELSS Tax Saver Fund Regular Growth

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

Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth

Others 6.16 6.16 1.06
Telecom - Services 3.43 3.43 -
Petroleum Products 4.8 4.8 -
IT - Software 5.9 5.9 -
Retailing 2.94 2.94 -
Cement & Cement Products 2.71 2.71 -
IT - Services 0.52 0.52 -
Construction 3.63 3.63 -
Diversified FMCG 3.51 3.51 -
Banks 26.75 26.75 -
Pharmaceuticals & Biotechnology 5.15 5.15 -
Aerospace & Defense 0.67 0.67 -
Industrial Manufacturing 0.91 0.91 -
Automobiles 5.69 5.69 -
Healthcare Services 2.27 2.27 -
Electrical Equipment 0.95 0.95 -
Finance 3.88 3.88 -
Gas 1.03 1.03 -
Industrial Products 0.56 0.56 -
Transport Services 3.25 3.25 -
Consumer Durables 3.07 3.07 -
Insurance 0.92 0.92 -
Agricultural Food & other Products 0.94 0.94 -
Oil 0.68 0.68 -
Chemicals & Petrochemicals 0.8 0.8 -
Auto Components 1.11 1.11 -
Capital Markets 2.02 2.02 -
Fertilizers & Agrochemicals 2.17 2.17 -
Beverages 1.22 1.22 -
Power 0.91 0.91 -
Transport Infrastructure 0.43 0.43 -
Leisure Services 1.01 1.01 -
Energy - - 4.29
Technology - - 10.05
Consumer Cyclical - - 14.39
Industrials - - 12.39
Financial Services - - 33.38
Basic Materials - - 7.59
Consumer Defensive - - 2.39
Healthcare - - 7.07
Communication Services - - 2.63
Utilities - - 3.91
Real Estate - - 0.85

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