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Sundaram Diversified Equity (ELSS) Regular Plan 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 Sundaram Diversified Equity (ELSS) 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 Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Fund Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹1395 Cr ₹1395 Cr ₹1519 Cr
Min Investment ₹500 ₹500 ₹500
Min SIP Invesment ₹500 ₹500 ₹250
Min Addl Investment ₹500 ₹500 ₹500
Launch Date 31 Mar 1996 31 Mar 1996 22 Nov 1999
Category ELSS ELSS ELSS
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI NIFTY 500 TRI
Turn Over % % 18%
Expense Ratio 2.23 2.23 2.2
Manager Sudhir Kedia Sudhir Kedia Sudhir Kedia
ISIN Code INF173K01361 INF173K01361 INF903J01538
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 Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Month -0.49% -0.49% -0.49%
6 Month 9.02% 9.02% 8.85%
1 Year 1.95% 1.95% 1.58%
3 Year 16.28% 16.28% 14.65%
5 Year 21.31% 21.31% 19.95%

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 Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month 5.77% 5.77% 5.62%
1 Year 9.34% 9.34% 8.81%
3 Year 15.78% 15.78% 13.9%
5 Year 16.43% 16.43% 14.88%

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 Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Year 18.34% 18.34% 11.98%
3 Year 16.52% 16.52% 14.87%
5 Year 14.6% 14.6% 13.4%

Risk Management

Scheme Name Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Standard Deviation 11.66% 11.66% 11.71%
Sharp 1.08% 1.08% 0.97%
Beta 0.87% 0.87% 0.88%
Alpha -0.12% -0.12% -1.6%

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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 Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Name Sudhir Kedia Sudhir Kedia Sudhir Kedia
Total AUM ₹10423 Cr ₹10423 Cr ₹10423 Cr
Funds Managed 8 8 8
Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Sundaram Diversified Equity (ELSS) 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

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Others 11.54 11.54 6.9
Large Cap 66.06 66.06 70.32
Mid Cap 12.46 12.46 12.98
Small Cap 9.94 9.94 9.79

Sector Allocation

Scheme Name

Sundaram ELSS Tax Saver Fund Regular Growth

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

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Others 8.46 8.46 5.92
Communication Services 4.98 4.98 5.01
Energy 5.24 5.24 6.37
Technology 4.9 4.9 6.64
Consumer Cyclical 10.69 10.69 11.74
Basic Materials 6.09 6.09 6.34
Industrials 11.58 11.58 10.48
Consumer Defensive 7.24 7.24 7.07
Financial Services 31.56 31.56 31.88
Healthcare 7.08 7.08 6.69
Utilities 2.2 2.2 1.86

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