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Sundaram Diversified Equity (ELSS) Regular Plan vs Franklin India ELSS Tax Saver Fund compare

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tortoise-icon Franklin India ELSS Tax Saver Fund-Growth

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tortoise-icon Sundaram Diversified Equity (ELSS) Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Franklin India ELSS Tax Saver Fund-Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Fund Franklin India ELSS Tax Saver Fund-Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6438 Cr ₹1468 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹250
Min Addl Investment ₹500 ₹500
Launch Date 10 Apr 1999 22 Nov 1999
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 20.34% 18%
Expense Ratio 1.81 2.21
Manager R Janakiraman Sudhir Kedia
ISIN Code INF090I01775 INF903J01538
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Franklin India ELSS Tax Saver Fund-Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Month 6.65% 5.18%
6 Month 3.69% 4.16%
1 Year 12.7% 9.19%
3 Year 23.6% 17.08%
5 Year 29% 23.43%

SIP Return Analysis

Scheme Name Franklin India ELSS Tax Saver Fund-Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month 6.3% 5.26%
1 Year 7.18% 5.33%
3 Year 21.21% 14.04%
5 Year 21.09% 15.28%

Rolling Lumpsum Returns

Scheme Name Franklin India ELSS Tax Saver Fund-Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Year 16.08% 12.34%
3 Year 16.87% 14.95%
5 Year 17.58% 13.23%

Risk Management

Scheme Name Franklin India ELSS Tax Saver Fund-Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Standard Deviation 13.786% 11.71%
Sharp 0.692% 0.57%
Beta 0.94% 0.87%
Alpha 3.459% -0.89%

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Fund Managers

Scheme Name Franklin India ELSS Tax Saver Fund-Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Name R Janakiraman Sudhir Kedia
Total AUM ₹50034 Cr ₹10423 Cr
Funds Managed 8 8
Franklin India ELSS Tax Saver Fund-Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Market Cap

Scheme Name

Franklin India ELSS Tax Saver Fund-Growth

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Others 1.51 3.87
Large Cap 72.91 72.32
Mid Cap 16.39 13.14
Small Cap 9.19 10.66

Sector Allocation

Scheme Name

Franklin India ELSS Tax Saver Fund-Growth

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Others 2.34 3.87
Energy 3.11 -
Technology 11.29 -
Industrials 11.97 -
Financial Services 29.08 -
Healthcare 6.4 -
Basic Materials 4.87 -
Consumer Cyclical 13.14 -
Communication Services 6.03 -
Utilities 3.79 -
Consumer Defensive 6.25 -
Real Estate 1.73 -
Petroleum Products - 5.03
IT - Software - 6.08
Retailing - 3.33
Cement & Cement Products - 3
IT - Services - 0.55
Construction - 3.83
Diversified FMCG - 3.72
Banks - 28.3
Pharmaceuticals & Biotechnology - 5.19
Industrial Manufacturing - 0.92
Automobiles - 5.43
Healthcare Services - 2.28
Electrical Equipment - 0.89
Finance - 3.64
Gas - 1.04
Transport Services - 3.5
Consumer Durables - 3.16
Insurance - 0.95
Agricultural Food & other Products - 1.19
Oil - 0.74
Chemicals & Petrochemicals - 0.9
Telecom - Services - 3.4
Auto Components - 1.19
Capital Markets - 2.04
Fertilizers & Agrochemicals - 2.15
Beverages - 1.15
Power - 0.96
Transport Infrastructure - 0.53
Leisure Services - 1.03

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