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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Sundaram ELSS Tax Saver Fund Regular Growth

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

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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)	₹1362 Cr	₹1362 Cr	₹1461 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

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	0.93%	0.93%	0.77%
6 Month	14.41%	14.41%	13.75%
1 Year	1.13%	1.13%	0.22%
3 Year	14.07%	14.07%	12.2%
5 Year	20.48%	20.48%	18.79%

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	3.57%	3.57%	3.28%
1 Year	11.48%	11.48%	10.49%
3 Year	14.58%	14.58%	12.62%
5 Year	15.14%	15.14%	13.55%

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	17.92%	17.92%	11.72%
3 Year	16.61%	16.61%	14.94%
5 Year	14.65%	14.65%	13.5%

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	0.72%	0.72%	0.58%
Beta	0.84%	0.84%	0.84%
Alpha	0.62%	0.62%	-1.04%

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

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	9.67	9.67	13.97
Large Cap	69.07	69.07	68.83
Small Cap	10.47	10.47	7.44
Mid Cap	10.8	10.8	9.76

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	8.76	8.76	13.97
Communication Services	4.7	4.7	3.29
Energy	4.93	4.93	6.49
Technology	3.81	3.81	5.44
Consumer Cyclical	10.18	10.18	13.47
Industrials	12.87	12.87	5.93
Consumer Defensive	8.62	8.62	7.3
Financial Services	30.44	30.44	29.04
Healthcare	6.91	6.91	5.49
Basic Materials	5.87	5.87	6.38
Utilities	2.9	2.9	3.19