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Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth vs Tata ELSS Tax Saver 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 Tata ELSS Fund - Regular Plan - Growth Option

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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 Tata ELSS Fund - 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 Tata ELSS Fund - Regular Plan - Growth Option
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Average
Asset Size (Cr) ₹1377 Cr ₹1377 Cr ₹4595 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 13 Oct 2014
Category ELSS ELSS ELSS
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI NIFTY 500 TRI
Turn Over % % 20%
Expense Ratio 2.23 2.23 1.82
Manager Sudhir Kedia Sudhir Kedia Sailesh Jain
ISIN Code INF173K01361 INF173K01361 INF277K01I52
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 Tata ELSS Fund - Regular Plan - Growth Option
1 Month 1.35% 1.35% 2.2%
6 Month 14.72% 14.72% 13.02%
1 Year -0.1% -0.1% -2.88%
3 Year 13.94% 13.94% 14.23%
5 Year 20.51% 20.51% 19.76%

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 Tata ELSS Fund - Regular Plan - Growth Option
6 Month 3.56% 3.56% 2.36%
1 Year 8.19% 8.19% 2.56%
3 Year 13.79% 13.79% 12.63%
5 Year 14.88% 14.88% 14.28%

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 Tata ELSS Fund - Regular Plan - Growth Option
1 Year 17.92% 17.92% 13.05%
3 Year 16.61% 16.61% 14.97%
5 Year 14.65% 14.65% 13.83%

Risk Management

Scheme Name Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Tata ELSS Fund - Regular Plan - Growth Option
Standard Deviation 11.66% 11.66% 13.41%
Sharp 0.72% 0.72% 0.56%
Beta 0.84% 0.84% 0.97%
Alpha 0.62% 0.62% 0.41%

Fund Managers

Scheme Name Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Tata ELSS Fund - Regular Plan - Growth Option
Name Sudhir Kedia Sudhir Kedia Sailesh Jain
Total AUM ₹10423 Cr ₹10423 Cr ₹17041 Cr
Funds Managed 8 8 7
Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Tata ELSS Fund - 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

Tata ELSS Fund - Regular Plan - Growth Option

Others 9.67 9.67 8.42
Large Cap 69.07 69.07 59.84
Small Cap 10.47 10.47 21.73
Mid Cap 10.8 10.8 10.01

Sector Allocation

Scheme Name

Sundaram ELSS Tax Saver Fund Regular Growth

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

Tata ELSS Fund - Regular Plan - Growth Option

Others 8.76 8.76 4.55
Communication Services 4.7 4.7 4.22
Energy 4.93 4.93 5.27
Technology 3.81 3.81 6.27
Consumer Cyclical 10.18 10.18 13.87
Industrials 12.87 12.87 14.5
Consumer Defensive 8.62 8.62 1.76
Financial Services 30.44 30.44 34.15
Healthcare 6.91 6.91 3.38
Basic Materials 5.87 5.87 7.14
Utilities 2.9 2.9 2.51
Real Estate - - 2.4

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