SBI Long Term Equity 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
SBI Long Term Equity 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 | SBI Long Term Equity 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 | SBI Long Term Equity 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 | ₹27306 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 1993 |
Category | ELSS | ELSS | ELSS |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI | BSE 500 TRI |
Turn Over | % | % | 15% |
Expense Ratio | 2.23 | 2.23 | 1.6 |
Manager | Sudhir Kedia | Sudhir Kedia | Dinesh Balachandran |
ISIN Code | INF173K01361 | INF173K01361 | INF200K01495 |
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 | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|---|
1 Month | 3.33% | 3.33% | 2.26% |
6 Month | -1.17% | -1.17% | -3.25% |
1 Year | 5.95% | 5.95% | 7.13% |
3 Year | 14.76% | 14.76% | 24.22% |
5 Year | 22.89% | 22.89% | 28.32% |
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 | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|---|
6 Month | 2.26% | 2.26% | 0.66% |
1 Year | -0.59% | -0.59% | -3.7% |
3 Year | 14.8% | 14.8% | 23.74% |
5 Year | 16.57% | 16.57% | 23.76% |
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 | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|---|
1 Year | 18.94% | 18.94% | 10.61% |
3 Year | 16.61% | 16.61% | 12.89% |
5 Year | 14.51% | 14.51% | 13.14% |
Risk Management
Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|---|
Standard Deviation | 11.66% | 11.66% | 13.09% |
Sharp | 0.45% | 0.45% | 1.03% |
Beta | 0.87% | 0.87% | 0.95% |
Alpha | -0.18% | -0.18% | 8.29% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|---|
Name | Sudhir Kedia | Sudhir Kedia | Dinesh Balachandran |
Total AUM | ₹10423 Cr | ₹10423 Cr | ₹69808 Cr |
Funds Managed | 8 | 8 | 4 |
Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | SBI Long Term Equity 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 |
SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|---|
Others | 8.8 | 8.8 | 13.13 |
Large Cap | 66.99 | 66.99 | 58.86 |
Mid Cap | 13.18 | 13.18 | 18.76 |
Small Cap | 11.03 | 11.03 | 9.25 |
Sector Allocation
Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|---|
Others | 7.25 | 7.25 | 13.06 |
Communication Services | 4.95 | 4.95 | 3.4 |
Energy | 5.37 | 5.37 | 7.8 |
Technology | 8.27 | 8.27 | 9.22 |
Consumer Cyclical | 10.61 | 10.61 | 8.19 |
Basic Materials | 5.31 | 5.31 | 7.96 |
Industrials | 11.74 | 11.74 | 7.96 |
Consumer Defensive | 5.77 | 5.77 | 3.92 |
Financial Services | 32.55 | 32.55 | 25.67 |
Healthcare | 6.81 | 6.81 | 7.68 |
Utilities | 1.37 | 1.37 | 4.36 |
Real Estate | - | - | 0.78 |
Top Comparisons
HDFC Large Cap Fund - Growth Option - Regular Plan
3Y Returns17.19%
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option
3Y Returns15.25%
Franklin India Opportunities Fund - Growth
3Y Returns29.65%
ICICI Prudential Commodities Fund - Growth Option
3Y Returns13.96%
ICICI Prudential Ultra Short Term Fund - Growth
3Y Returns6.78%
HDFC Ultra Short Term Fund - Growth Option
3Y Returns6.76%
Kotak Savings Fund -Growth
3Y Returns6.6%
LIC MF Ultra Short Term Fund Regular - Growth
3Y Returns6.15%