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

Link copied to clipboard!

Sundaram ELSS Tax Saver Fund Regular Growth

Invest Now

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

Invest Now

Sundaram Value 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	Sundaram Value 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	Sundaram Value Fund - Regular Plan - Growth
Investment Plan	Growth	Growth	Growth
Level of Risk	Very High	Very High	Average
Asset Size (Cr)	₹1398 Cr	₹1398 Cr	₹1481 Cr
Min Investment	₹500	₹500	₹100
Min SIP Invesment	₹500	₹500	₹250
Min Addl Investment	₹500	₹500	₹100
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

Scheme Name	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	Sundaram Value Fund - Regular Plan - Growth
1 Month	0.84%	0.84%	0.91%
6 Month	5.08%	5.08%	4.5%
1 Year	4.33%	4.33%	3.19%
3 Year	14.3%	14.3%	12.38%
5 Year	17.42%	17.42%	16.16%

Scheme Name	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	Sundaram Value Fund - Regular Plan - Growth
6 Month	2.92%	2.92%	2.56%
1 Year	14.62%	14.62%	13.21%
3 Year	13.9%	13.9%	11.97%
5 Year	14.37%	14.37%	12.73%

Scheme Name	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	Sundaram Value Fund - Regular Plan - Growth
1 Year	17.92%	17.92%	12.83%
3 Year	16.65%	16.65%	15.09%
5 Year	14.79%	14.79%	14.02%

Scheme Name	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	Sundaram Value Fund - Regular Plan - Growth
Standard Deviation	11.66%	11.66%	11.71%
Sharp	0.77%	0.77%	0.62%
Beta	0.85%	0.85%	0.84%
Alpha	0.27%	0.27%	-1.39%

Scheme Name	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	Sundaram Value Fund - 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 Value Fund - Regular Plan - Growth

Scheme Name	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	Sundaram Value Fund - Regular Plan - Growth
Others	5.34	5.34	4.41
Large Cap	72.63	72.63	67.49
Mid Cap	10.38	10.38	11.41
Small Cap	11.64	11.64	16.67

Scheme Name	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	Sundaram Value Fund - Regular Plan - Growth
Others	5.3	5.3	4.41
Petroleum Products	4.76	4.76	7.16
IT - Software	5.45	5.45	7.32
Retailing	2.72	2.72	1.49
IT - Services	0.88	0.88	0.88
Construction	3.63	3.63	3.76
Diversified FMCG	3.79	3.79	3.43
Banks	28.96	28.96	24.53
Pharmaceuticals & Biotechnology	4.77	4.77	4.43
Aerospace & Defense	1	1	-
Industrial Manufacturing	0.63	0.63	0.67
Cement & Cement Products	3.68	3.68	5.39
Automobiles	6.49	6.49	5.51
Healthcare Services	1.38	1.38	1.46
Capital Markets	0.53	0.53	-
Finance	1.61	1.61	-
Gas	1.26	1.26	3.08
Industrial Products	2.64	2.64	2.88
Transport Services	2.47	2.47	-
Agricultural Food & other Products	1	1	-
Electrical Equipment	1.09	1.09	-
Beverages	2.52	2.52	3.55
Chemicals & Petrochemicals	0.87	0.87	-
Telecom - Services	4.29	4.29	4.3
Personal Products	1.29	1.29	1.92
Fertilizers & Agrochemicals	1.24	1.24	2.27
Power	2.46	2.46	4.26
Leisure Services	2.22	2.22	1.45
Auto Components	1.06	1.06	2.08
Consumer Durables	-	-	1.82
Oil	-	-	0.8
Ferrous Metals	-	-	1.13