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

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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 Tax Saver Fund-Growth-Regular Plan
Fund Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Tata ELSS Tax Saver Fund-Growth-Regular Plan
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹1299 Cr ₹1299 Cr ₹4398 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 Tax Saver Fund-Growth-Regular Plan
1 Month 5.27% 5.27% 6.1%
6 Month 4.44% 4.44% 1.29%
1 Year 9.05% 9.05% 12.12%
3 Year 18.65% 18.65% 19.7%
5 Year 25.13% 25.13% 24.31%

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 Tax Saver Fund-Growth-Regular Plan
6 Month 5.56% 5.56% 4.69%
1 Year 5.95% 5.95% 3.02%
3 Year 16.12% 16.12% 16.54%
5 Year 16.96% 16.96% 17.06%

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 Tax Saver Fund-Growth-Regular Plan
1 Year 18.94% 18.94% 13.97%
3 Year 16.61% 16.61% 14.85%
5 Year 14.51% 14.51% 13.39%

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 Tax Saver Fund-Growth-Regular Plan
Standard Deviation 11.66% 11.66% 14.429%
Sharp 0.66% 0.66% 0.451%
Beta 0.87% 0.87% 0.972%
Alpha 0.32% 0.32% 0.237%

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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 Tata ELSS Tax Saver Fund-Growth-Regular Plan
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 Tax Saver Fund-Growth-Regular Plan

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 Tax Saver Fund-Growth-Regular Plan

Others 6.2 6.2 5.12
Large Cap 69.57 69.57 60.14
Mid Cap 12.82 12.82 10.05
Small Cap 11.4 11.4 24.69

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 Tax Saver Fund-Growth-Regular Plan

Others 6.16 6.16 4.54
Telecom - Services 3.43 3.43 -
Petroleum Products 4.8 4.8 -
IT - Software 5.9 5.9 -
Retailing 2.94 2.94 -
Cement & Cement Products 2.71 2.71 -
IT - Services 0.52 0.52 -
Construction 3.63 3.63 -
Diversified FMCG 3.51 3.51 -
Banks 26.75 26.75 -
Pharmaceuticals & Biotechnology 5.15 5.15 -
Aerospace & Defense 0.67 0.67 -
Industrial Manufacturing 0.91 0.91 -
Automobiles 5.69 5.69 -
Healthcare Services 2.27 2.27 -
Electrical Equipment 0.95 0.95 -
Finance 3.88 3.88 -
Gas 1.03 1.03 -
Industrial Products 0.56 0.56 -
Transport Services 3.25 3.25 -
Consumer Durables 3.07 3.07 -
Insurance 0.92 0.92 -
Agricultural Food & other Products 0.94 0.94 -
Oil 0.68 0.68 -
Chemicals & Petrochemicals 0.8 0.8 -
Auto Components 1.11 1.11 -
Capital Markets 2.02 2.02 -
Fertilizers & Agrochemicals 2.17 2.17 -
Beverages 1.22 1.22 -
Power 0.91 0.91 -
Transport Infrastructure 0.43 0.43 -
Leisure Services 1.01 1.01 -
Communication Services - - 3.74
Energy - - 5.19
Technology - - 7.95
Basic Materials - - 7.21
Consumer Cyclical - - 16.2
Industrials - - 13.81
Financial Services - - 31.02
Healthcare - - 3.54
Real Estate - - 2.78
Utilities - - 2.54
Consumer Defensive - - 1.49

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