Compare Funds

Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

Tata India Tax Savings Fund Direct Growth

Equity
ELSS
3.0
INVEST NOW

Sundaram Tax Savings Fund Direct

Equity
ELSS
3.0
NOT AVAILABLE

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Tata India Tax Savings Fund Direct Growth

(4.7%)

Sundaram Tax Savings Fund Direct

(4.4%)
1Y
3Y
5Y
Fund Details
RiskVery HighVery High-
Min SIP Amount₹500Not Supported-
Expense Ratio0.76%1.76%-
NAV₹31.8 (06-Oct-2022)₹355.1 (06-Oct-2022)-
Fund Started14-Oct-201402-Jan-2013-
Fund Size₹3,014Cr₹930Cr-
Exit LoadNilNil-
Returns
1Y
4.7%
4.4%
-
3Y
18.9%
21.1%
-
5Y
12.4%
11.3%
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Pros & Cons
Pros
1. Exit load is zero
2. Lower expense ratio: 0.76%
3. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
Found nothing so far.
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Cons
1. Lock-in period: 3Y
Found nothing so far.
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Holding Analysis

Top 5
-
-
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Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
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Top Holdings

Top 10 Holdings
Name
Assets
ICICI Bank Ltd.
8.0%
HDFC Bank Ltd.
6.2%
State Bank of India
5.9%
Reliance Industries Ltd.
5.7%
Infosys Ltd.
5.6%
Housing Development Finance Corpn. Ltd.
4.5%
Axis Bank Ltd.
3.5%
Bharti Airtel Ltd.
3.0%
Larsen & Toubro Ltd.
2.4%
SBI Life Insurance Company Ltd.
2.2%
Name
Assets
ICICI Bank Ltd.
9.6%
HDFC Bank Ltd.
5.1%
Infosys Ltd.
4.4%
State Bank of India
4.3%
Reliance Industries Ltd.
4.2%
Housing Development Finance Corpn. Ltd.
4.0%
Ashok Leyland Ltd.
3.8%
Polycab India Ltd.
3.2%
Axis Bank Ltd.
3.2%
Maruti Suzuki India Ltd.
3.1%
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Fund Manager
Name
Sailesh Jain
Sudhir Kedia
-
Education
Mr. Jain is a Commerce Graduate and an MBA.
Mr. Kedia is CA, CMA and MBA.
-
Experience
Prior to joining TATA Mutual Fund, he has worked with Invesco Mutual Fund, IDFC Securities Ltd. as Head Derivatives, Quant Broking Pvt Ltd. as Vice President and IIFL(India Infoline) as Vice President.
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Mirae Asset Mutual Fund and ASK investment.
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About Fund
Description

Tata Mutual Fund started their mutual fund on 30/06/1995 and its managing total assets of ₹44,897 Cr. Its ranked at 13 as per total assets at end of 30th Sep 2017.

Sundaram Mutual Fund started their mutual fund on 26/02/1996 and its managing total assets of ₹33,150 Cr. Its ranked at 14 as per total assets at end of 30th Sep 2017.

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Launch Date

30 Jun 1995

26 Feb 1996

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Custodian

HDFC Bank

NA

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Registrar & Transfer Agent

Cams

KFin Tech

-

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