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PGIM India 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
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
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 | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Fund | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹1362 Cr | ₹1362 Cr | ₹779 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 | 11 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 | % | % | 24% |
| Expense Ratio | 2.23 | 2.23 | 2.25 |
| Manager | Sudhir Kedia | Sudhir Kedia | Bhupesh Kalyani |
| ISIN Code | INF173K01361 | INF173K01361 | INF663L01FQ8 |
| 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 | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | 0.74% | 0.74% | 1.82% |
| 6 Month | 14.98% | 14.98% | 13.96% |
| 1 Year | -0.31% | -0.31% | 0.14% |
| 3 Year | 13.86% | 13.86% | 12.98% |
| 5 Year | 20.21% | 20.21% | 19.77% |
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 | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | 3.57% | 3.57% | 2.95% |
| 1 Year | 11.48% | 11.48% | 9.6% |
| 3 Year | 14.58% | 14.58% | 12.59% |
| 5 Year | 15.14% | 15.14% | 13.72% |
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 | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | 17.92% | 17.92% | 12.63% |
| 3 Year | 16.61% | 16.61% | 14.62% |
| 5 Year | 14.65% | 14.65% | 15.06% |
Risk Management
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | 11.66% | 11.66% | 12.03% |
| Sharp | 0.72% | 0.72% | 0.50% |
| Beta | 0.84% | 0.84% | 0.86% |
| Alpha | 0.62% | 0.62% | -0.27% |
Fund Managers
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Name | Sudhir Kedia | Sudhir Kedia | Bhupesh Kalyani |
| Total AUM | ₹10423 Cr | ₹10423 Cr | ₹2742 Cr |
| Funds Managed | 8 | 8 | 13 |
| Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 9.67 | 9.67 | 9.42 |
| Large Cap | 69.07 | 69.07 | 57.5 |
| Small Cap | 10.47 | 10.47 | 13.18 |
| Mid Cap | 10.8 | 10.8 | 19.9 |
Sector Allocation
| Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 8.76 | 8.76 | 5.55 |
| Communication Services | 4.7 | 4.7 | 3.65 |
| Energy | 4.93 | 4.93 | 6.31 |
| Technology | 3.81 | 3.81 | 9.61 |
| Consumer Cyclical | 10.18 | 10.18 | 11.84 |
| Industrials | 12.87 | 12.87 | 11.01 |
| Consumer Defensive | 8.62 | 8.62 | 4.99 |
| Financial Services | 30.44 | 30.44 | 29.47 |
| Healthcare | 6.91 | 6.91 | 10.86 |
| Basic Materials | 5.87 | 5.87 | 6.3 |
| Utilities | 2.9 | 2.9 | - |
| Real Estate | - | - | 0.4 |
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