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Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth vs HSBC 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
HSBC ELSS Tax saver Fund - Regular Growth
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 | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|---|
| Fund | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | HSBC ELSS Tax saver Fund - Regular Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹1299 Cr | ₹1299 Cr | ₹3977 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 | 27 Feb 2006 |
| Category | ELSS | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | % | % | 70% |
| Expense Ratio | 2.23 | 2.23 | 1.89 |
| Manager | Sudhir Kedia | Sudhir Kedia | Gautam Bhupal |
| ISIN Code | INF173K01361 | INF173K01361 | INF677K01064 |
| 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 | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|---|
| 1 Month | 3.33% | 3.33% | 1.51% |
| 6 Month | -1.17% | -1.17% | -5.22% |
| 1 Year | 5.95% | 5.95% | 7.67% |
| 3 Year | 14.76% | 14.76% | 17.42% |
| 5 Year | 22.89% | 22.89% | 22.63% |
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 | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|---|
| 6 Month | 2.26% | 2.26% | -0.81% |
| 1 Year | -0.59% | -0.59% | -6.04% |
| 3 Year | 14.8% | 14.8% | 18.77% |
| 5 Year | 16.57% | 16.57% | 18.1% |
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 | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|---|
| 1 Year | 18.94% | 18.94% | 14.01% |
| 3 Year | 16.61% | 16.61% | 14.15% |
| 5 Year | 14.51% | 14.51% | 13.19% |
Risk Management
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|---|
| Standard Deviation | 11.66% | 11.66% | 15.421% |
| Sharp | 0.45% | 0.45% | 0.548% |
| Beta | 0.87% | 0.87% | 0.99% |
| Alpha | -0.18% | -0.18% | 2.056% |
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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 | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|---|
| Name | Sudhir Kedia | Sudhir Kedia | Gautam Bhupal |
| Total AUM | ₹10423 Cr | ₹10423 Cr | ₹25949 Cr |
| Funds Managed | 8 | 8 | 13 |
| Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | HSBC ELSS Tax saver Fund - Regular Growth |
Market Cap
| Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|---|
| Others | 8.8 | 8.8 | 2.39 |
| Large Cap | 66.99 | 66.99 | 48.17 |
| Mid Cap | 13.18 | 13.18 | 23.42 |
| Small Cap | 11.03 | 11.03 | 26.02 |
Sector Allocation
| Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|---|
| Others | 7.25 | 7.25 | 0.62 |
| Communication Services | 4.95 | 4.95 | 1.91 |
| Energy | 5.37 | 5.37 | 4.19 |
| Technology | 8.27 | 8.27 | 12.24 |
| Consumer Cyclical | 10.61 | 10.61 | 19.36 |
| Basic Materials | 5.31 | 5.31 | 6.44 |
| Industrials | 11.74 | 11.74 | 18.01 |
| Consumer Defensive | 5.77 | 5.77 | 3.2 |
| Financial Services | 32.55 | 32.55 | 23.48 |
| Healthcare | 6.81 | 6.81 | 5.83 |
| Utilities | 1.37 | 1.37 | 3.21 |
| Real Estate | - | - | 1.51 |
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