- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) compare
Sundaram ELSS Tax Saver Fund Regular Growth
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
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 | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|---|
| Fund | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹1356 Cr | ₹1356 Cr | ₹4377 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 | 21 Jan 2015 |
| 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 | 1.82 |
| Manager | Sudhir Kedia | Sudhir Kedia | Rakesh Shetty |
| ISIN Code | INF173K01361 | INF173K01361 | INF247L01544 |
| 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 | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | 1.33% | 1.33% | -0.35% |
| 6 Month | 8.72% | 8.72% | 15.17% |
| 1 Year | 6.47% | 6.47% | 0.9% |
| 3 Year | 14.56% | 14.56% | 24.38% |
| 5 Year | 18.4% | 18.4% | 23.4% |
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 | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | 1.75% | 1.75% | 0.16% |
| 1 Year | 11.55% | 11.55% | 10.22% |
| 3 Year | 13.36% | 13.36% | 20.09% |
| 5 Year | 14.1% | 14.1% | 20.37% |
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 | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | 18.09% | 18.09% | 14.09% |
| 3 Year | 16.68% | 16.68% | 16.52% |
| 5 Year | 14.77% | 14.77% | 15.26% |
Risk Management
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | 11.66% | 11.66% | 18.83% |
| Sharp | 0.77% | 0.77% | 0.93% |
| Beta | 0.84% | 0.84% | 1.18% |
| Alpha | -0.23% | -0.23% | 6.33% |
Fund Managers
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|---|
| Name | Sudhir Kedia | Sudhir Kedia | Rakesh Shetty |
| Total AUM | ₹10423 Cr | ₹10423 Cr | ₹33886 Cr |
| Funds Managed | 8 | 8 | 19 |
| Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 4.81 | 4.81 | 10.79 |
| Large Cap | 73.61 | 73.61 | 14.89 |
| Small Cap | 11.52 | 11.52 | 31.95 |
| Mid Cap | 10.06 | 10.06 | 42.37 |
Sector Allocation
| Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 4.81 | 4.81 | 3.36 |
| Energy | 5.09 | 5.09 | - |
| Technology | 5.39 | 5.39 | 17.86 |
| Consumer Cyclical | 11.78 | 11.78 | 19.57 |
| Communication Services | 4.96 | 4.96 | 1.87 |
| Industrials | 12.22 | 12.22 | 28.02 |
| Consumer Defensive | 8.57 | 8.57 | 0 |
| Financial Services | 30.57 | 30.57 | 14.25 |
| Healthcare | 6.88 | 6.88 | 3.27 |
| Basic Materials | 5.97 | 5.97 | 7.64 |
| Utilities | 3.74 | 3.74 | - |
| Real Estate | - | - | 4.16 |
Top Comparisons
ICICI Prudential Equity & Debt Fund - Growth
3Y Returns18.88%
UTI Aggressive Hybrid Fund- Regular Plan - Growth
3Y Returns16.1%
HDFC Dynamic Debt Fund - Growth Option
3Y Returns6.74%
Mirae Asset Dynamic Bond Fund-Regular Plan Growth
3Y Returns6.75%
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns19.86%
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns12.92%
Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth
3Y Returns13.17%
Mirae Asset Diversified Equity Allocator Passive FOF - Regular Growth
3Y Returns15.31%
