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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) | ₹1299 Cr | ₹1299 Cr | ₹3876 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 | 1.88% | 1.88% | 6.82% |
| 6 Month | -1.69% | -1.69% | -8.86% |
| 1 Year | 4.65% | 4.65% | 9.69% |
| 3 Year | 19.13% | 19.13% | 31.46% |
| 5 Year | 23.07% | 23.07% | 27.77% |
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 | 6.67% | 6.67% | 11.78% |
| 1 Year | 6.16% | 6.16% | 8.02% |
| 3 Year | 15.1% | 15.1% | 26.7% |
| 5 Year | 16.17% | 16.17% | 24.29% |
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 | 18.34% | 18.34% | 15.48% |
| 3 Year | 16.52% | 16.52% | 15.71% |
| 5 Year | 14.6% | 14.6% | 14.49% |
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% | 18.539% |
| Sharp | 0.83% | 0.83% | 0.644% |
| Beta | 0.87% | 0.87% | 1.067% |
| Alpha | -0.04% | -0.04% | 5.026% |
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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 | 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 | 5.72 | 5.72 | 3.84 |
| Large Cap | 70.16 | 70.16 | 26.25 |
| Mid Cap | 13.49 | 13.49 | 42.38 |
| Small Cap | 10.64 | 10.64 | 27.53 |
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 | 5.68 | 5.68 | 1.83 |
| Telecom - Services | 3.31 | 3.31 | - |
| Petroleum Products | 5.1 | 5.1 | - |
| IT - Software | 5.56 | 5.56 | - |
| Retailing | 2.71 | 2.71 | - |
| Cement & Cement Products | 3.61 | 3.61 | - |
| IT - Services | 0.5 | 0.5 | - |
| Construction | 3.17 | 3.17 | - |
| Diversified FMCG | 5.26 | 5.26 | - |
| Banks | 28.01 | 28.01 | - |
| Pharmaceuticals & Biotechnology | 5.27 | 5.27 | - |
| Aerospace & Defense | 0.7 | 0.7 | - |
| Industrial Manufacturing | 0.91 | 0.91 | - |
| Automobiles | 5.64 | 5.64 | - |
| Healthcare Services | 2.36 | 2.36 | - |
| Finance | 2.47 | 2.47 | - |
| Gas | 1.03 | 1.03 | - |
| Industrial Products | 1.09 | 1.09 | - |
| Transport Services | 1.91 | 1.91 | - |
| Consumer Durables | 2.53 | 2.53 | - |
| Insurance | 1 | 1 | - |
| Agricultural Food & other Products | 1.06 | 1.06 | - |
| Electrical Equipment | 0.71 | 0.71 | - |
| Oil | 0.7 | 0.7 | - |
| Chemicals & Petrochemicals | 0.82 | 0.82 | - |
| Auto Components | 1.16 | 1.16 | - |
| Capital Markets | 2 | 2 | - |
| Fertilizers & Agrochemicals | 2.23 | 2.23 | - |
| Beverages | 1.16 | 1.16 | - |
| Power | 0.87 | 0.87 | - |
| Transport Infrastructure | 0.43 | 0.43 | - |
| Leisure Services | 1.05 | 1.05 | - |
| Healthcare | - | - | 2.01 |
| Industrials | - | - | 30.18 |
| Financial Services | - | - | 17.97 |
| Basic Materials | - | - | 6.36 |
| Technology | - | - | 12.09 |
| Real Estate | - | - | 6.8 |
| Consumer Cyclical | - | - | 22.76 |
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