Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth vs Tata ELSS Tax Saver Fund compare
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
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 | 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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