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) | ₹1377 Cr | ₹1377 Cr | ₹4402 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% | -2.78% |
6 Month | 12.36% | 12.36% | 15.43% |
1 Year | 3.9% | 3.9% | -0.55% |
3 Year | 15.48% | 15.48% | 24.37% |
5 Year | 20.68% | 20.68% | 25.5% |
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 | 4.69% | 4.69% | 3.96% |
1 Year | 8.87% | 8.87% | 0.51% |
3 Year | 14.59% | 14.59% | 21.72% |
5 Year | 15.44% | 15.44% | 21.48% |
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 | 17.92% | 17.92% | 14.95% |
3 Year | 16.61% | 16.61% | 16.05% |
5 Year | 14.65% | 14.65% | 14.81% |
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% | 18.64% |
Sharp | 0.87% | 0.87% | 1.03% |
Beta | 0.85% | 0.85% | 1.12% |
Alpha | 0.47% | 0.47% | 8.82% |
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 | 9.67 | 9.67 | 7.44 |
Large Cap | 69.07 | 69.07 | 17.06 |
Small Cap | 10.47 | 10.47 | 34.39 |
Mid Cap | 10.8 | 10.8 | 41.11 |
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 | 8.76 | 8.76 | 1.71 |
Communication Services | 4.7 | 4.7 | 1.57 |
Energy | 4.93 | 4.93 | - |
Technology | 3.81 | 3.81 | 11.38 |
Consumer Cyclical | 10.18 | 10.18 | 17.85 |
Industrials | 12.87 | 12.87 | 31.5 |
Consumer Defensive | 8.62 | 8.62 | - |
Financial Services | 30.44 | 30.44 | 22.55 |
Healthcare | 6.91 | 6.91 | 3.01 |
Basic Materials | 5.87 | 5.87 | 5.89 |
Utilities | 2.9 | 2.9 | - |
Real Estate | - | - | 4.55 |
Top Comparisons
HDFC Low Duration Fund - Growth
3Y Returns7.2%
DSP Low Duration Fund - Regular Plan - Growth
3Y Returns7.09%
HDFC Balanced Advantage Fund Regular Growth
3Y Returns19.02%
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
3Y Returns9.14%
HDFC Focused Fund - GROWTH PLAN
3Y Returns22.82%
Mirae Asset Focused Fund Regular Plan Growth
3Y Returns11.12%
ITI ELSS Tax Saver Fund Regular - Growth
3Y Returns20.23%
Sundaram Diversified Equity (ELSS) Regular Plan - Growth
3Y Returns13.53%