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