UTI 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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UTI ELSS Tax Saver 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	UTI ELSS Tax Saver 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	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth	Growth
Level of Risk	Very High	Very High	Very High
Asset Size (Cr)	₹1299 Cr	₹1299 Cr	₹3643 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	30 Jul 2005
Category	ELSS	ELSS	ELSS
Fund Type	Open Ended	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	%	%	23%
Expense Ratio	2.23	2.23	1.9
Manager	Sudhir Kedia	Sudhir Kedia	Vishal Chopda
ISIN Code	INF173K01361	INF173K01361	INF789F01547
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	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Month	2.68%	2.68%	3.62%
6 Month	3.45%	3.45%	1.79%
1 Year	7.34%	7.34%	8.08%
3 Year	17.67%	17.67%	16.12%
5 Year	25.03%	25.03%	22.85%

Scheme Name	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month	5.56%	5.56%	5.7%
1 Year	5.95%	5.95%	3.62%
3 Year	16.12%	16.12%	15.19%
5 Year	16.96%	16.96%	15.02%

Scheme Name	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year	18.94%	18.94%	11.44%
3 Year	16.61%	16.61%	11.24%
5 Year	14.51%	14.51%	12.09%

Scheme Name	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Standard Deviation	11.66%	11.66%	12.37%
Sharp	0.66%	0.66%	0.49%
Beta	0.87%	0.87%	0.94%
Alpha	0.32%	0.32%	-2.03%

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Scheme Name	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Name	Sudhir Kedia	Sudhir Kedia	Vishal Chopda
Total AUM	₹10423 Cr	₹10423 Cr	₹6487 Cr
Funds Managed	8	8	3
	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	UTI ELSS Tax Saver 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	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	6.2	6.2	3.23
Large Cap	69.57	69.57	69.15
Mid Cap	12.82	12.82	20.88
Small Cap	11.4	11.4	6.73

Scheme Name	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	6.16	6.16	3.23
Telecom - Services	3.43	3.43	5.44
Petroleum Products	4.8	4.8	3.26
IT - Software	5.9	5.9	9.52
Retailing	2.94	2.94	5.02
Cement & Cement Products	2.71	2.71	1.66
IT - Services	0.52	0.52	-
Construction	3.63	3.63	-
Diversified FMCG	3.51	3.51	-
Banks	26.75	26.75	22.29
Pharmaceuticals & Biotechnology	5.15	5.15	2.74
Aerospace & Defense	0.67	0.67	1.53
Industrial Manufacturing	0.91	0.91	-
Automobiles	5.69	5.69	3.84
Healthcare Services	2.27	2.27	3.26
Electrical Equipment	0.95	0.95	-
Finance	3.88	3.88	5.76
Gas	1.03	1.03	1.21
Industrial Products	0.56	0.56	3.02
Transport Services	3.25	3.25	-
Consumer Durables	3.07	3.07	5.1
Insurance	0.92	0.92	2.92
Agricultural Food & other Products	0.94	0.94	1.03
Oil	0.68	0.68	-
Chemicals & Petrochemicals	0.8	0.8	-
Auto Components	1.11	1.11	3.33
Capital Markets	2.02	2.02	-
Fertilizers & Agrochemicals	2.17	2.17	1.45
Beverages	1.22	1.22	-
Power	0.91	0.91	2.61
Transport Infrastructure	0.43	0.43	-
Leisure Services	1.01	1.01	2.17
Ferrous Metals	-	-	2.29
Realty	-	-	2.61
Personal Products	-	-	2.34
Food Products	-	-	1.29
Financial Technology (Fintech)	-	-	0.72
Entertainment	-	-	0.35