- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
UTI ELSS Tax Saver Fund vs Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth compare
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
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 | 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 |
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 | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | 3.33% | 3.33% | 3.09% |
| 6 Month | -1.17% | -1.17% | -4.01% |
| 1 Year | 5.95% | 5.95% | 6.78% |
| 3 Year | 14.76% | 14.76% | 12.69% |
| 5 Year | 22.89% | 22.89% | 20.67% |
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 | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | 2.26% | 2.26% | 0.85% |
| 1 Year | -0.59% | -0.59% | -5.1% |
| 3 Year | 14.8% | 14.8% | 12.89% |
| 5 Year | 16.57% | 16.57% | 14.04% |
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 | 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% |
Risk Management
| 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 | 0.45% | 0.45% | 0.28% |
| Beta | 0.87% | 0.87% | 0.94% |
| Alpha | -0.18% | -0.18% | -2.54% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| 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 |
Market Cap
| 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 | 8.8 | 8.8 | 2.72 |
| Large Cap | 66.99 | 66.99 | 70.82 |
| Mid Cap | 13.18 | 13.18 | 19.84 |
| Small Cap | 11.03 | 11.03 | 6.63 |
Sector Allocation
| 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 | 7.25 | 7.25 | 2.72 |
| Communication Services | 4.95 | 4.95 | 6.36 |
| Energy | 5.37 | 5.37 | 3.08 |
| Technology | 8.27 | 8.27 | 10.44 |
| Consumer Cyclical | 10.61 | 10.61 | 13.94 |
| Basic Materials | 5.31 | 5.31 | 5.22 |
| Industrials | 11.74 | 11.74 | 7.14 |
| Consumer Defensive | 5.77 | 5.77 | 6.89 |
| Financial Services | 32.55 | 32.55 | 32.26 |
| Healthcare | 6.81 | 6.81 | 5.88 |
| Utilities | 1.37 | 1.37 | 3.56 |
| Real Estate | - | - | 2.52 |
Top Comparisons
Nippon India Small Cap Fund - Growth Plan - Bonus Option
3Y Returns27.3%
Sundaram Small Cap Fund Regular Plan - Growth
3Y Returns17.22%
ICICI Prudential Short Term Fund - Growth Option
3Y Returns7.59%
Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option
3Y Returns6.89%
HDFC Balanced Advantage Fund - Growth Plan
3Y Returns20%
LIC MF Balanced Advantage Fund Regular - Growth
3Y Returns10.41%
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
3Y Returns15.8%
LIC MF Flexi Cap Fund-Growth
3Y Returns11.37%
