Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth vs Edelweiss ELSS Tax saver Fund compare
Sundaram ELSS Tax Saver Fund Regular Growth
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
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 | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|---|
Fund | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹1299 Cr | ₹1299 Cr | ₹383 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 | 30 Dec 2008 |
Category | ELSS | ELSS | ELSS |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | % | % | 57% |
Expense Ratio | 2.23 | 2.23 | 2.35 |
Manager | Sudhir Kedia | Sudhir Kedia | Trideep Bhattacharya |
ISIN Code | INF173K01361 | INF173K01361 | INF754K01517 |
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 | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|---|
1 Month | 2.68% | 2.68% | 4.09% |
6 Month | 3.45% | 3.45% | 0.65% |
1 Year | 7.34% | 7.34% | 8.58% |
3 Year | 17.67% | 17.67% | 18.07% |
5 Year | 25.03% | 25.03% | 23.5% |
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 | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|---|
6 Month | 5.56% | 5.56% | 5.05% |
1 Year | 5.95% | 5.95% | 2.79% |
3 Year | 16.12% | 16.12% | 16.86% |
5 Year | 16.96% | 16.96% | 16.65% |
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 | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|---|
1 Year | 18.94% | 18.94% | 12.53% |
3 Year | 16.61% | 16.61% | 13.51% |
5 Year | 14.51% | 14.51% | 13.44% |
Risk Management
Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|---|
Standard Deviation | 11.66% | 11.66% | 13.32% |
Sharp | 0.66% | 0.66% | 0.526% |
Beta | 0.87% | 0.87% | 0.938% |
Alpha | 0.32% | 0.32% | -0.306% |
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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 | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|---|
Name | Sudhir Kedia | Sudhir Kedia | Trideep Bhattacharya |
Total AUM | ₹10423 Cr | ₹10423 Cr | ₹0 Cr |
Funds Managed | 8 | 8 | 9 |
Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|---|
Others | 6.2 | 6.2 | 4.15 |
Large Cap | 69.57 | 69.57 | 63.86 |
Mid Cap | 12.82 | 12.82 | 18.34 |
Small Cap | 11.4 | 11.4 | 13.66 |
Sector Allocation
Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|---|
Others | 6.16 | 6.16 | 3.06 |
Telecom - Services | 3.43 | 3.43 | - |
Petroleum Products | 4.8 | 4.8 | - |
IT - Software | 5.9 | 5.9 | - |
Retailing | 2.94 | 2.94 | - |
Cement & Cement Products | 2.71 | 2.71 | - |
IT - Services | 0.52 | 0.52 | - |
Construction | 3.63 | 3.63 | - |
Diversified FMCG | 3.51 | 3.51 | - |
Banks | 26.75 | 26.75 | - |
Pharmaceuticals & Biotechnology | 5.15 | 5.15 | - |
Aerospace & Defense | 0.67 | 0.67 | - |
Industrial Manufacturing | 0.91 | 0.91 | - |
Automobiles | 5.69 | 5.69 | - |
Healthcare Services | 2.27 | 2.27 | - |
Electrical Equipment | 0.95 | 0.95 | - |
Finance | 3.88 | 3.88 | - |
Gas | 1.03 | 1.03 | - |
Industrial Products | 0.56 | 0.56 | - |
Transport Services | 3.25 | 3.25 | - |
Consumer Durables | 3.07 | 3.07 | - |
Insurance | 0.92 | 0.92 | - |
Agricultural Food & other Products | 0.94 | 0.94 | - |
Oil | 0.68 | 0.68 | - |
Chemicals & Petrochemicals | 0.8 | 0.8 | - |
Auto Components | 1.11 | 1.11 | - |
Capital Markets | 2.02 | 2.02 | - |
Fertilizers & Agrochemicals | 2.17 | 2.17 | - |
Beverages | 1.22 | 1.22 | - |
Power | 0.91 | 0.91 | - |
Transport Infrastructure | 0.43 | 0.43 | - |
Leisure Services | 1.01 | 1.01 | - |
Energy | - | - | 6.33 |
Industrials | - | - | 11.24 |
Technology | - | - | 12.37 |
Consumer Defensive | - | - | 4.92 |
Consumer Cyclical | - | - | 9.54 |
Healthcare | - | - | 8 |
Financial Services | - | - | 33.47 |
Basic Materials | - | - | 4.18 |
Utilities | - | - | 2.22 |
Real Estate | - | - | 1.56 |
Communication Services | - | - | 3.11 |
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