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Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth vs SBI Long Term Equity Fund compare

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tortoise-icon Sundaram ELSS Tax Saver Fund Regular Growth

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tortoise-icon Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth

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tortoise-icon SBI Long Term Equity Fund - Regular Plan- Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth SBI Long Term Equity Fund - Regular Plan- Growth
Fund Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth SBI Long Term Equity Fund - Regular Plan- Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹1359 Cr ₹1359 Cr ₹29667 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 31 Mar 1993
Category ELSS ELSS ELSS
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI BSE 500 TRI
Turn Over % % 15%
Expense Ratio 2.23 2.23 1.59
Manager Sudhir Kedia Sudhir Kedia Dinesh Balachandran
ISIN Code INF173K01361 INF173K01361 INF200K01495
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 SBI Long Term Equity Fund - Regular Plan- Growth
1 Month 2.38% 2.38% 1.54%
6 Month 3.54% 3.54% 2.31%
1 Year 4.81% 4.81% 3.37%
3 Year 20.67% 20.67% 30.47%
5 Year 22.68% 22.68% 28.12%

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 SBI Long Term Equity Fund - Regular Plan- Growth
6 Month 6.28% 6.28% 5.2%
1 Year 7.61% 7.61% 4.58%
3 Year 15.9% 15.9% 23.94%
5 Year 16.74% 16.74% 23.75%

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 SBI Long Term Equity Fund - Regular Plan- Growth
1 Year 18.34% 18.34% 10.42%
3 Year 16.52% 16.52% 13.24%
5 Year 14.6% 14.6% 13.27%

Risk Management

Scheme Name Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth SBI Long Term Equity Fund - Regular Plan- Growth
Standard Deviation 11.66% 11.66% 13.09%
Sharp 0.83% 0.83% 1.36%
Beta 0.87% 0.87% 0.94%
Alpha -0.04% -0.04% 7.65%

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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 SBI Long Term Equity Fund - Regular Plan- Growth
Name Sudhir Kedia Sudhir Kedia Dinesh Balachandran
Total AUM ₹10423 Cr ₹10423 Cr ₹69808 Cr
Funds Managed 8 8 4
Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth SBI Long Term Equity Fund - Regular Plan- 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

SBI Long Term Equity Fund - Regular Plan- Growth

Others 5.72 5.72 9.14
Large Cap 70.16 70.16 61.53
Mid Cap 13.49 13.49 18.05
Small Cap 10.64 10.64 11.28

Sector Allocation

Scheme Name

Sundaram ELSS Tax Saver Fund Regular Growth

Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth

SBI Long Term Equity Fund - Regular Plan- Growth

Others 5.68 5.68 9.14
Telecom - Services 3.31 3.31 2
Petroleum Products 5.1 5.1 7.08
IT - Software 5.56 5.56 9.75
Retailing 2.71 2.71 2.39
Cement & Cement Products 3.61 3.61 2.02
IT - Services 0.5 0.5 -
Construction 3.17 3.17 0.35
Diversified FMCG 5.26 5.26 3.2
Banks 28.01 28.01 22.62
Pharmaceuticals & Biotechnology 5.27 5.27 5.72
Aerospace & Defense 0.7 0.7 -
Industrial Manufacturing 0.91 0.91 -
Automobiles 5.64 5.64 4.39
Healthcare Services 2.36 2.36 0.98
Finance 2.47 2.47 2.54
Gas 1.03 1.03 3.01
Industrial Products 1.09 1.09 5.54
Transport Services 1.91 1.91 0.65
Consumer Durables 2.53 2.53 1.01
Insurance 1 1 2.15
Agricultural Food & other Products 1.06 1.06 -
Electrical Equipment 0.71 0.71 0.72
Oil 0.7 0.7 1.46
Chemicals & Petrochemicals 0.82 0.82 0.54
Auto Components 1.16 1.16 -
Capital Markets 2 2 1.56
Fertilizers & Agrochemicals 2.23 2.23 0.71
Beverages 1.16 1.16 0.92
Power 0.87 0.87 3.03
Transport Infrastructure 0.43 0.43 -
Leisure Services 1.05 1.05 0.75
Non - Ferrous Metals - - 1.08
Ferrous Metals - - 3.05
Personal Products - - 0.88
Realty - - 0.76

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