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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) | ₹6537 Cr | ₹1461 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 | 2.33% | 2.11% |
| 6 Month | 13.64% | 15.24% |
| 1 Year | -2.46% | -0.1% |
| 3 Year | 18.91% | 13.12% |
| 5 Year | 23.77% | 18.67% |
SIP Return Analysis
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.95% | 3.28% |
| 1 Year | 6.6% | 10.49% |
| 3 Year | 16.46% | 12.62% |
| 5 Year | 17.54% | 13.55% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.44% | 11.72% |
| 3 Year | 17.01% | 14.94% |
| 5 Year | 17.69% | 13.5% |
Risk Management
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.80% | 11.71% |
| Sharp | 0.84% | 0.58% |
| Beta | 0.95% | 0.84% |
| Alpha | 3.90% | -1.04% |
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 | 4.27 | 7.78 |
| Large Cap | 73.67 | 69.16 |
| Small Cap | 9.19 | 13.86 |
| Mid Cap | 12.87 | 9.21 |
Sector Allocation
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.93 | 7.78 |
| Energy | 3.06 | 6.6 |
| Technology | 8.57 | 7.24 |
| Industrials | 12.02 | 9.35 |
| Financial Services | 30.2 | 24.07 |
| Healthcare | 7.02 | 7.32 |
| Basic Materials | 5.82 | 7.39 |
| Consumer Cyclical | 12.11 | 13.81 |
| Communication Services | 5.22 | 3.31 |
| Utilities | 4.91 | 3.77 |
| Consumer Defensive | 5.38 | 9.37 |
| Real Estate | 1.78 | - |
Top Comparisons
Nippon India Quant Fund -Growth Plan - Growth Option
3Y Returns20.72%
Sundaram Services Fund Regular Plan - Growth
3Y Returns18.1%
ICICI Prudential All Seasons Bond Fund - Growth
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PGIM India Dynamic Bond Fund - Growth Option
3Y Returns6.77%
PGIM India Balanced Advantage Fund - Regular Growth
3Y Returns9.76%
Axis Balanced Advantage Fund - Regular Plan - Growth
3Y Returns13.92%
Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth
3Y Returns13.5%
HSBC Aggressive Hybrid Active FOF - Growth
3Y Returns14.92%
