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 | 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% |
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 | 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% |
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 | 0.66% | 0.66% | 0.49% |
Beta | 0.87% | 0.87% | 0.94% |
Alpha | 0.32% | 0.32% | -2.03% |
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 | 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 |
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 | 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 |
Top Comparisons
Tata Treasury Advantage Fund - Regular Plan - Growth Option
3Y Returns6.97%
Mirae Asset Low Duration Fund- Growth
3Y Returns6.86%
Kotak Equity Opportunities Fund - Growth
3Y Returns21.1%
Sundaram Large and Midcap Fund Regular Plan - Growth
3Y Returns18.4%
Edelweiss Liquid Fund - Regular Plan - Growth Option
3Y Returns6.8%
Mirae Asset Liquid Fund - Growth
3Y Returns6.87%
SBI US Specific Equity Active FoF - Regular Plan - Growth
3Y Returns17.41%
Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth
3Y Returns24.83%