Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth vs Parag Parikh Tax Saver Fund Regular compare
Sundaram ELSS Tax Saver Fund Regular Growth
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
Parag Parikh Tax Saver Fund Regular - Growth
Chart Comparison
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|---|
| Fund | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Parag Parikh Tax Saver Fund Regular - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Average | Average | Very High |
| Asset Size (Cr) | ₹1356 Cr | ₹1356 Cr | ₹3731 Cr |
| Min Investment | ₹500 | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹0 | ₹1000 |
| Min Addl Investment | ₹500 | ₹500 | ₹500 |
| Launch Date | 01 May 2013 | 01 May 2013 | 05 Jul 2019 |
| 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 | 2.19 | 2.19 | 1.71 |
| Manager | Sudhir Kedia | Sudhir Kedia | Rajeev Thakkar |
| ISIN Code | INF173K01361 | INF173K01361 | INF879O01092 |
| Exits Load | Nil/365 | Nil/365 | Nil/365 |
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|---|
| 1 Month | 5.34% | 5.34% | 1.82% |
| 6 Month | 20.2% | 20.2% | 15.27% |
| 1 Year | 31.14% | 31.14% | 37.41% |
| 3 Year | 17.37% | 17.37% | 21.31% |
| 5 Year | 21.62% | 21.62% | 24.85% |
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 14.28% | 14.28% | 13.16% |
| 3 Year | 34.19% | 34.19% | 35.74% |
| 5 Year | 70.65% | 70.65% | 78.64% |
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|---|
| 1 Year | 22.1% | 22.1% | 24.55% |
| 3 Year | 54.1% | 54.1% | 60.04% |
| 5 Year | 76.52% | 76.52% | 82.53% |
| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|---|
| Standard Deviation | 11.66% | 11.66% | 9.65% |
| Sharp | 0.9% | 0.9% | 1.4% |
| Beta | 0.87% | 0.87% | 0.66% |
| Alpha | 0.69% | 0.69% | 5.01% |
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| Scheme Name | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|---|
| Name | Sudhir Kedia | Sudhir Kedia | Rajeev Thakkar |
| Total AUM | ₹10423 Cr | ₹10423 Cr | ₹0 Cr |
| Fund Manage | 8 | 8 | 5 |
| Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | Parag Parikh Tax Saver Fund Regular - Growth |
| Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|---|
| Others | 9.41 | 9.41 | 17.59 |
| Large Cap | 67.45 | 67.45 | 64.26 |
| Small Cap | 12.66 | 12.66 | 10.65 |
| Mid Cap | 10.42 | 10.42 | 7.5 |
| Scheme Name |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|---|
| Others | 3.29 | 3.29 | 10.54 |
| Communication | 4.3 | 4.3 | - |
| Energy | 6.62 | 6.62 | 7.26 |
| Technology | 8.24 | 8.24 | 13.73 |
| Capital Goods | 6.07 | 6.07 | 0.23 |
| Materials | 2.35 | 2.35 | 6.44 |
| Construction | 3.09 | 3.09 | - |
| Financial | 28.95 | 28.95 | 36.57 |
| Consumer Staples | 5.93 | 5.93 | 6.76 |
| Healthcare | 7.44 | 7.44 | 3.51 |
| Chemicals | 1.7 | 1.7 | - |
| Metals & Mining | 0.9 | 0.9 | 1.8 |
| Automobile | 6.19 | 6.19 | 11.08 |
| Consumer Discretionary | 3.08 | 3.08 | - |
| Services | 10.2 | 10.2 | 2.08 |
| Unclassified | 1.59 | 1.59 | - |
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