Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Quant ELSS Tax Saver Fund Regular Plan vs Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth compare

Link copied to clipboard!

tortoise-icon Sundaram ELSS Tax Saver Fund Regular Growth

Invest Now

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

Invest Now

tortoise-icon Quant ELSS Tax Saver Fund Regular Plan-Growth

Invest Now

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 Quant 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 Quant ELSS Tax Saver Fund Regular Plan-Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹1351 Cr ₹1351 Cr ₹10980 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 31 Mar 2000
Category ELSS ELSS ELSS
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI NIFTY 500 TRI
Turn Over % % %
Expense Ratio 2.21 2.21 1.72
Manager Sudhir Kedia Sudhir Kedia Vasav Sahgal
ISIN Code INF173K01361 INF173K01361 INF966L01135
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 Quant ELSS Tax Saver Fund Regular Plan-Growth
1 Month -2.82% -2.82% -4.7%
6 Month -5.46% -5.46% -19.11%
1 Year 9.12% 9.12% -7.33%
3 Year 12.12% 12.12% 12.83%
5 Year 17.19% 17.19% 27.73%

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 Quant ELSS Tax Saver Fund Regular Plan-Growth
6 Month - - -
1 Year 0.85% 0.85% -20.47%
3 Year 15.18% 15.18% 12.49%
5 Year 17.71% 17.71% 22.27%

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 Quant ELSS Tax Saver Fund Regular Plan-Growth
1 Year 18.94% 18.94% 16.79%
3 Year 16.61% 16.61% 17.91%
5 Year 14.51% 14.51% 17.67%

Risk Management

Scheme Name Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Quant ELSS Tax Saver Fund Regular Plan-Growth
Standard Deviation 11.66% 11.66% 15.87%
Sharp 0.48% 0.48% 1.13%
Beta 0.88% 0.88% 0.97%
Alpha -0.8% -0.8% 4.61%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Quant ELSS Tax Saver Fund Regular Plan-Growth
Name Sudhir Kedia Sudhir Kedia Vasav Sahgal
Total AUM ₹10423 Cr ₹10423 Cr ₹46505 Cr
Fund Manage 8 8 21
Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Quant 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

Quant ELSS Tax Saver Fund Regular Plan-Growth

Others 2.16 2.16 8.33
Large Cap 69.38 69.38 80.76
Mid Cap 16.11 16.11 5.33
Small Cap 12.49 12.49 5.59

Sector Allocation

Scheme Name

Sundaram ELSS Tax Saver Fund Regular Growth

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

Quant ELSS Tax Saver Fund Regular Plan-Growth

Others 2.16 2.16 8.41
Telecom - Services 4.92 4.92 -
Petroleum Products 4.79 4.79 9.85
IT - Software 7.54 7.54 -
Cement & Cement Products 2.5 2.5 5.74
Construction 3.08 3.08 6.76
Banks 25.09 25.09 -
Diversified FMCG 3.36 3.36 6.24
Pharmaceuticals & Biotechnology 7.74 7.74 8.97
Chemicals & Petrochemicals 1.01 1.01 1.35
Aerospace & Defense 0.65 0.65 -
Realty 0.28 0.28 -
Automobiles 5.05 5.05 -
Healthcare Services 1.03 1.03 -
Electrical Equipment 2.26 2.26 -
Finance 4.31 4.31 10.53
Gas 0.61 0.61 0.64
Industrial Products 2.08 2.08 -
Transport Services 2.94 2.94 -
Consumer Durables 4.04 4.04 0.93
Insurance 1.65 1.65 7.99
Agricultural Food & other Products 0.89 0.89 -
Oil 0.79 0.79 -
Auto Components 0.97 0.97 9.17
Retailing 2.32 2.32 -
Beverages 2.15 2.15 2.21
Capital Markets 3.06 3.06 -
Power 0.99 0.99 13.81
Transport Infrastructure 0.48 0.48 -
Leisure Services 1.4 1.4 -
Commercial Services & Supplies - - 0.33
Food Products - - 6.92
Fertilizers & Agrochemicals - - 0.16

Top Comparisons

Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

3Y Returns0%

VS

Tata Multi Asset Opportunities Fund-Regular Plan-Growth Tata Multi Asset Opportunities Fund-Regular Plan-Growth

3Y Returns11.6%

Compare Now

Kotak Low Duration Fund- Regular Plan-Growth Option Kotak Low Duration Fund- Regular Plan-Growth Option

3Y Returns6.07%

VS

Axis Treasury Advantage Fund - Retail Plan - Growth Option Axis Treasury Advantage Fund - Retail Plan - Growth Option

3Y Returns6.46%

Compare Now

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

3Y Returns10.55%

VS

Tata Hybrid Equity Fund- Regular Plan - Growth Option Tata Hybrid Equity Fund- Regular Plan - Growth Option

3Y Returns10.59%

Compare Now

BANDHAN Infrastructure Fund - Regular Plan - Growth BANDHAN Infrastructure Fund - Regular Plan - Growth

3Y Returns22.98%

VS

Invesco India Infrastructure Fund - Growth Option Invesco India Infrastructure Fund - Growth Option

3Y Returns21.98%

Compare Now
Add to Cart Successfully