- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+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) | ₹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 | 5.89% | 5.89% | 7.53% |
| 6 Month | -2.09% | -2.09% | -12.36% |
| 1 Year | 7.46% | 7.46% | 6.46% |
| 3 Year | 16.34% | 16.34% | 24.41% |
| 5 Year | 23.94% | 23.94% | 26.52% |
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 | 1.46% | 1.46% | -4.5% |
| 1 Year | -1.74% | -1.74% | -14.73% |
| 3 Year | 13.33% | 13.33% | 19.48% |
| 5 Year | 15.37% | 15.37% | 20.11% |
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 | 18.94% | 18.94% | 16.36% |
| 3 Year | 16.61% | 16.61% | 15.34% |
| 5 Year | 14.51% | 14.51% | 13.44% |
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 | 0.66% | 0.66% | 0.644% |
| Beta | 0.87% | 0.87% | 1.067% |
| Alpha | 0.32% | 0.32% | 5.026% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 6.2 | 6.2 | 3.84 |
| Large Cap | 69.57 | 69.57 | 26.25 |
| Mid Cap | 12.82 | 12.82 | 42.38 |
| Small Cap | 11.4 | 11.4 | 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 | 6.16 | 6.16 | 1.83 |
| 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 | - |
| 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 |
Top Comparisons
Kotak Bond Short Term Plan-(Growth)
3Y Returns7.14%
Tata Short Term Bond Fund -Regular Plan- Growth Option
3Y Returns6.9%
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
3Y Returns14.43%
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
3Y Returns17.13%
Franklin India Government Securities Fund - Growth
3Y Returns6.88%
HDFC Gilt Fund - Growth Plan
3Y Returns8.22%
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
3Y Returns15.02%
Mirae Asset Large Cap Fund - Growth Plan
3Y Returns13.68%
