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

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Sundaram ELSS Tax Saver Fund Regular Growth

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

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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)	₹1398 Cr	₹1398 Cr	₹4717 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

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	0.84%	0.84%	0.94%
6 Month	5.08%	5.08%	5.09%
1 Year	4.33%	4.33%	1.46%
3 Year	14.3%	14.3%	14.26%
5 Year	17.42%	17.42%	17.41%

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	2.92%	2.92%	3.93%
1 Year	14.62%	14.62%	15.78%
3 Year	13.9%	13.9%	14.28%
5 Year	14.37%	14.37%	14.75%

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%	12.35%
3 Year	16.65%	16.65%	15.06%
5 Year	14.79%	14.79%	14.1%

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	11.42%	11.42%	13.11%
Sharp	0.69%	0.69%	0.63%
Beta	0.85%	0.85%	0.97%
Alpha	0.56%	0.56%	-0.07%

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

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	5.34	5.34	3.22
Large Cap	72.63	72.63	62.1
Mid Cap	10.38	10.38	13.29
Small Cap	11.64	11.64	21.39

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	5.3	5.3	3.22
Petroleum Products	4.76	4.76	4.25
IT - Software	5.45	5.45	6.11
Retailing	2.72	2.72	1.81
IT - Services	0.88	0.88	-
Construction	3.63	3.63	3.93
Diversified FMCG	3.79	3.79	0.65
Banks	28.96	28.96	24.14
Pharmaceuticals & Biotechnology	4.77	4.77	4.56
Aerospace & Defense	1	1	1.29
Industrial Manufacturing	0.63	0.63	-
Cement & Cement Products	3.68	3.68	2.97
Automobiles	6.49	6.49	0.82
Healthcare Services	1.38	1.38	0.23
Capital Markets	0.53	0.53	0.95
Finance	1.61	1.61	6.4
Gas	1.26	1.26	-
Industrial Products	2.64	2.64	5.49
Transport Services	2.47	2.47	1.01
Agricultural Food & other Products	1	1	-
Electrical Equipment	1.09	1.09	1.24
Beverages	2.52	2.52	1.19
Chemicals & Petrochemicals	0.87	0.87	-
Telecom - Services	4.29	4.29	4.41
Personal Products	1.29	1.29	-
Fertilizers & Agrochemicals	1.24	1.24	1.14
Power	2.46	2.46	2.47
Leisure Services	2.22	2.22	1.97
Auto Components	1.06	1.06	7.78
Household Products	-	-	0.98
Minerals & Mining	-	-	1.38
Non - Ferrous Metals	-	-	1.62
Healthcare Equipment & Supplies	-	-	0.19
Insurance	-	-	2.83
Consumer Durables	-	-	0.81
Realty	-	-	2.54
Consumable Fuels	-	-	1.19
Textiles & Apparels	-	-	0.43