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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
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
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 | 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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