Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth vs ITI ELSS Tax Saver Fund Regular compare
ITI ELSS Tax Saver Fund Regular - Growth
Sundaram ELSS Tax Saver Fund Regular Growth
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
Chart Comparison
Overview
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
---|---|---|---|
Fund | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹374 Cr | ₹1299 Cr | ₹1299 Cr |
Min Investment | ₹500 | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 | ₹500 |
Launch Date | 18 Oct 2019 | 31 Mar 1996 | 31 Mar 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 | % | % | % |
Expense Ratio | 2.32 | 2.23 | 2.23 |
Manager | Vishal Jajoo | Sudhir Kedia | Sudhir Kedia |
ISIN Code | INF00XX01374 | INF173K01361 | INF173K01361 |
Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
---|---|---|---|
1 Month | 4.99% | 2.68% | 2.68% |
6 Month | 1.31% | 3.45% | 3.45% |
1 Year | 4.14% | 7.34% | 7.34% |
3 Year | 23.33% | 17.67% | 17.67% |
5 Year | 24.38% | 25.03% | 25.03% |
SIP Return Analysis
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
---|---|---|---|
6 Month | 7.28% | 5.56% | 5.56% |
1 Year | 2.96% | 5.95% | 5.95% |
3 Year | 21.29% | 16.12% | 16.12% |
5 Year | 18.8% | 16.96% | 16.96% |
Rolling Lumpsum Returns
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
---|---|---|---|
1 Year | 20.61% | 18.94% | 18.94% |
3 Year | 18.2% | 16.61% | 16.61% |
5 Year | 17.5% | 14.51% | 14.51% |
Risk Management
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
---|---|---|---|
Standard Deviation | 13.905% | 11.66% | 11.66% |
Sharp | 0.774% | 0.66% | 0.66% |
Beta | 0.917% | 0.87% | 0.87% |
Alpha | 3.597% | 0.32% | 0.32% |
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Fund Managers
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
---|---|---|---|
Name | Vishal Jajoo | Sudhir Kedia | Sudhir Kedia |
Total AUM | ₹762 Cr | ₹10423 Cr | ₹10423 Cr |
Funds Managed | 3 | 8 | 8 |
ITI ELSS Tax Saver Fund Regular - Growth | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
Market Cap
Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
---|---|---|---|
Others | 4.4 | 6.2 | 6.2 |
Large Cap | 41.83 | 69.57 | 69.57 |
Small Cap | 44.62 | 11.4 | 11.4 |
Mid Cap | 9.14 | 12.82 | 12.82 |
Sector Allocation
Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
---|---|---|---|
Others | 1.66 | 6.16 | 6.16 |
Communication Services | 2.67 | - | - |
Industrials | 20.77 | - | - |
Consumer Defensive | 3.66 | - | - |
Basic Materials | 10.08 | - | - |
Financial Services | 26.02 | - | - |
Consumer Cyclical | 11.66 | - | - |
Technology | 9.68 | - | - |
Healthcare | 2.53 | - | - |
Energy | 1 | - | - |
Real Estate | 4.73 | - | - |
Utilities | 5.53 | - | - |
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 |
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