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Sundaram Diversified Equity (ELSS) Regular Plan vs Franklin India ELSS Tax Saver Fund compare
Franklin India ELSS Tax Saver Fund-Growth
Sundaram Value Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Franklin India ELSS Tax Saver Fund-Growth | Sundaram Value Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹6788 Cr | ₹1484 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹500 | ₹100 |
| 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 | 2.2 |
| 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 Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.92% | -1.04% |
| 6 Month | 0.75% | 3.15% |
| 1 Year | -1.04% | 2.89% |
| 3 Year | 17.08% | 12.8% |
| 5 Year | 18.83% | 15.18% |
SIP Return Analysis
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.49% | 1.89% |
| 1 Year | 10.47% | 13.03% |
| 3 Year | 14.67% | 11.75% |
| 5 Year | 16.07% | 12.53% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.42% | 12.83% |
| 3 Year | 17.54% | 15.09% |
| 5 Year | 17.36% | 14.02% |
Risk Management
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.29% | 11.71% |
| Sharp | 0.88% | 0.62% |
| Beta | 0.94% | 0.84% |
| Alpha | 1.71% | -1.39% |
Fund Managers
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Sundaram Value Fund - 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 Value Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.24 | 3.71 |
| Large Cap | 74.87 | 69.67 |
| Small Cap | 8.76 | 16.7 |
| Mid Cap | 11.13 | 9.92 |
Sector Allocation
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.64 | 2.04 |
| Energy | 3.23 | 8.19 |
| Technology | 8.75 | 8.18 |
| Industrials | 12.52 | 10.28 |
| Financial Services | 30.6 | 25.31 |
| Healthcare | 5.44 | 5.96 |
| Basic Materials | 5.89 | 8.47 |
| Consumer Cyclical | 10.86 | 11.36 |
| Communication Services | 5.46 | 4.39 |
| Utilities | 4.98 | 7.01 |
| Consumer Defensive | 5.74 | 8.81 |
| Real Estate | 1.89 | - |
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