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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
Overview
| 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 | Very High | Very High | Very High |
| Asset Size (Cr) | ₹1299 Cr | ₹1299 Cr | ₹4572 Cr |
| Min Investment | ₹500 | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹500 | ₹500 |
| Launch Date | 31 Mar 1996 | 31 Mar 1996 | 24 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 | 2.23 | 2.23 | 1.73 |
| Manager | Sudhir Kedia | Sudhir Kedia | Rajeev Thakkar |
| ISIN Code | INF173K01361 | INF173K01361 | INF879O01092 |
| 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 | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|---|
| 1 Month | 3.33% | 3.33% | 1.59% |
| 6 Month | -1.17% | -1.17% | 0.94% |
| 1 Year | 5.95% | 5.95% | 12.91% |
| 3 Year | 14.76% | 14.76% | 18.31% |
| 5 Year | 22.89% | 22.89% | 26.93% |
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 | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|---|
| 6 Month | 2.26% | 2.26% | 2.34% |
| 1 Year | -0.59% | -0.59% | 4.87% |
| 3 Year | 14.8% | 14.8% | 18.6% |
| 5 Year | 16.57% | 16.57% | 19.8% |
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 | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|---|
| 1 Year | 18.94% | 18.94% | 25.21% |
| 3 Year | 16.61% | 16.61% | 22.41% |
| 5 Year | 14.51% | 14.51% | 23.68% |
Risk Management
| 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% | 10.084% |
| Sharp | 0.45% | 0.45% | 0.992% |
| Beta | 0.87% | 0.87% | 0.659% |
| Alpha | -0.18% | -0.18% | 4.826% |
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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 | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|---|
| Name | Sudhir Kedia | Sudhir Kedia | Rajeev Thakkar |
| Total AUM | ₹10423 Cr | ₹10423 Cr | ₹0 Cr |
| Funds Managed | 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 |
Market Cap
| 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 | 8.8 | 8.8 | 19.06 |
| Large Cap | 66.99 | 66.99 | 70.53 |
| Mid Cap | 13.18 | 13.18 | 2.51 |
| Small Cap | 11.03 | 11.03 | 7.9 |
Sector Allocation
| 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 | 7.25 | 7.25 | 18.87 |
| Communication Services | 4.95 | 4.95 | - |
| Energy | 5.37 | 5.37 | 6.06 |
| Technology | 8.27 | 8.27 | 13.18 |
| Consumer Cyclical | 10.61 | 10.61 | 14.3 |
| Basic Materials | 5.31 | 5.31 | 0.28 |
| Industrials | 11.74 | 11.74 | 0.73 |
| Consumer Defensive | 5.77 | 5.77 | 5.07 |
| Financial Services | 32.55 | 32.55 | 31.18 |
| Healthcare | 6.81 | 6.81 | 4.43 |
| Utilities | 1.37 | 1.37 | 5.91 |
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