Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth vs ITI ELSS Tax Saver Fund Regular compare

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ITI ELSS Tax Saver Fund Regular - Growth

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Sundaram ELSS Tax Saver Fund Regular Growth

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹409 Cr	₹1362 Cr	₹1362 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

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	5.17%	2.18%	2.18%
6 Month	19.74%	16.11%	16.11%
1 Year	-4.07%	1.04%	1.04%
3 Year	20.84%	15.1%	15.1%
5 Year	19.29%	20.61%	20.61%

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	3.54%	3.57%	3.57%
1 Year	10.58%	11.48%	11.48%
3 Year	17.98%	14.58%	14.58%
5 Year	16.99%	15.14%	15.14%

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	17.67%	17.92%	17.92%
3 Year	18.44%	16.61%	16.61%
5 Year	19.61%	14.65%	14.65%

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	15.44%	11.66%	11.66%
Sharp	0.77%	0.72%	0.72%
Beta	1.07%	0.84%	0.84%
Alpha	4.18%	0.62%	0.62%

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

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	8.94	6.8	6.8
Small Cap	47.05	12.17	12.17
Large Cap	37.45	69.76	69.76
Mid Cap	6.56	11.27	11.27

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	2.03	6.8	6.8
Communication Services	2.71	4.08	4.08
Consumer Defensive	2.02	8.95	8.95
Basic Materials	10.31	5.94	5.94
Industrials	23.34	13.13	13.13
Financial Services	31.5	29.21	29.21
Consumer Cyclical	9.7	11.43	11.43
Technology	5.86	4.54	4.54
Healthcare	2.03	7.74	7.74
Utilities	6.34	3.35	3.35
Real Estate	4.16	-	-
Energy	-	4.82	4.82