Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth vs SBI Long Term Equity Fund compare
Sundaram ELSS Tax Saver Fund Regular Growth
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
SBI ELSS Tax Saver Fund - Regular Plan- 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 | SBI ELSS Tax Saver 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 ELSS Tax Saver Fund - Regular Plan- Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Average |
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 ELSS Tax Saver Fund - Regular Plan- Growth |
---|---|---|---|
1 Month | 3% | 3% | 3.02% |
6 Month | 3.28% | 3.28% | 3.53% |
1 Year | 4.49% | 4.49% | 3.3% |
3 Year | 19.57% | 19.57% | 29.35% |
5 Year | 22.31% | 22.31% | 27.71% |
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 ELSS Tax Saver Fund - Regular Plan- Growth |
---|---|---|---|
6 Month | 9.36% | 9.36% | 8.72% |
1 Year | 12.29% | 12.29% | 9.86% |
3 Year | 17.31% | 17.31% | 25.61% |
5 Year | 17.43% | 17.43% | 24.58% |
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 ELSS Tax Saver 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 ELSS Tax Saver 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 ELSS Tax Saver 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 ELSS Tax Saver 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 ELSS Tax Saver Fund - Regular Plan- Growth |
---|---|---|---|
Others | 4.56 | 4.56 | 8.14 |
Large Cap | 69.84 | 69.84 | 61.68 |
Mid Cap | 13.66 | 13.66 | 17.36 |
Small Cap | 11.93 | 11.93 | 12.82 |
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 ELSS Tax Saver Fund - Regular Plan- Growth |
---|---|---|---|
Others | 4.52 | 4.52 | 8.14 |
Telecom - Services | 3.22 | 3.22 | 1.92 |
Petroleum Products | 5.08 | 5.08 | 6.9 |
IT - Software | 5.59 | 5.59 | 10.15 |
Retailing | 2.73 | 2.73 | 2.48 |
Cement & Cement Products | 3.77 | 3.77 | 2.11 |
IT - Services | 0.54 | 0.54 | - |
Construction | 3.41 | 3.41 | 0.37 |
Diversified FMCG | 5.09 | 5.09 | 3.02 |
Banks | 27.56 | 27.56 | 22.33 |
Pharmaceuticals & Biotechnology | 4.8 | 4.8 | 5.89 |
Aerospace & Defense | 0.76 | 0.76 | - |
Industrial Manufacturing | 0.92 | 0.92 | - |
Automobiles | 6.31 | 6.31 | 4.46 |
Healthcare Services | 2.27 | 2.27 | 0.97 |
Finance | 2.58 | 2.58 | 2.73 |
Gas | 1.01 | 1.01 | 2.87 |
Industrial Products | 1.56 | 1.56 | 6.16 |
Transport Services | 2.17 | 2.17 | 0.73 |
Consumer Durables | 2.68 | 2.68 | 1.1 |
Insurance | 1.09 | 1.09 | 2.3 |
Agricultural Food & other Products | 0.98 | 0.98 | - |
Electrical Equipment | 0.99 | 0.99 | 0.43 |
Oil | 0.71 | 0.71 | 1.37 |
Chemicals & Petrochemicals | 0.82 | 0.82 | 0.53 |
Auto Components | 1.22 | 1.22 | 0.33 |
Capital Markets | 2.23 | 2.23 | 1.64 |
Fertilizers & Agrochemicals | 2.15 | 2.15 | 0.93 |
Power | 0.8 | 0.8 | 2.6 |
Transport Infrastructure | 0.5 | 0.5 | - |
Leisure Services | 0.95 | 0.95 | 0.66 |
Beverages | 0.98 | 0.98 | 0.81 |
Non - Ferrous Metals | - | - | 1.06 |
Ferrous Metals | - | - | 3.37 |
Personal Products | - | - | 0.83 |
Realty | - | - | 0.81 |
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