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Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth vs HDFC ELSS Tax saver Fund 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 HDFC ELSS Tax saver Fund - Growth Plan

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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 HDFC ELSS Tax saver Fund - Growth Plan
Fund Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth HDFC ELSS Tax saver Fund - Growth Plan
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹1377 Cr ₹1377 Cr ₹16579 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 02 Apr 1996
Category ELSS ELSS ELSS
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI NIFTY 500 TRI
Turn Over % % 36.4%
Expense Ratio 2.23 2.23 1.7
Manager Sudhir Kedia Sudhir Kedia Dhruv Muchhal
ISIN Code INF173K01361 INF173K01361 INF179K01BB8
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 HDFC ELSS Tax saver Fund - Growth Plan
1 Month 1.33% 1.33% 1.65%
6 Month 12.36% 12.36% 12.2%
1 Year 3.9% 3.9% 5.97%
3 Year 15.48% 15.48% 22.02%
5 Year 20.68% 20.68% 24.75%

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 HDFC ELSS Tax saver Fund - Growth Plan
6 Month 4.69% 4.69% 3.37%
1 Year 8.87% 8.87% 8.32%
3 Year 14.59% 14.59% 19.77%
5 Year 15.44% 15.44% 21.14%

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 HDFC ELSS Tax saver Fund - Growth Plan
1 Year 17.92% 17.92% 17.03%
3 Year 16.61% 16.61% 15.38%
5 Year 14.65% 14.65% 15.1%

Risk Management

Scheme Name Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth HDFC ELSS Tax saver Fund - Growth Plan
Standard Deviation 11.66% 11.66% 11.55%
Sharp 0.87% 0.87% 1.29%
Beta 0.85% 0.85% 0.86%
Alpha 0.47% 0.47% 6.92%

Fund Managers

Scheme Name Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth HDFC ELSS Tax saver Fund - Growth Plan
Name Sudhir Kedia Sudhir Kedia Dhruv Muchhal
Total AUM ₹10423 Cr ₹10423 Cr ₹520687 Cr
Funds Managed 8 8 40
Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth HDFC ELSS Tax saver Fund - Growth Plan

Market Cap

Scheme Name

Sundaram ELSS Tax Saver Fund Regular Growth

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

HDFC ELSS Tax saver Fund - Growth Plan

Others 9.67 9.67 6.64
Large Cap 69.07 69.07 77.83
Small Cap 10.47 10.47 11.09
Mid Cap 10.8 10.8 4.44

Sector Allocation

Scheme Name

Sundaram ELSS Tax Saver Fund Regular Growth

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

HDFC ELSS Tax saver Fund - Growth Plan

Others 8.76 8.76 6.07
Communication Services 4.7 4.7 4.55
Energy 4.93 4.93 1.19
Technology 3.81 3.81 5.21
Consumer Cyclical 10.18 10.18 16.05
Industrials 12.87 12.87 5.69
Consumer Defensive 8.62 8.62 0.81
Financial Services 30.44 30.44 42.46
Healthcare 6.91 6.91 9.73
Basic Materials 5.87 5.87 6
Utilities 2.9 2.9 1.76
Real Estate - - 0.49

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