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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) | ₹6531 Cr | ₹1442 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 | 3.39% | 2.9% |
| 6 Month | 5.23% | 6.63% |
| 1 Year | 3.58% | 5.81% |
| 3 Year | 18.01% | 12.85% |
| 5 Year | 23.8% | 19% |
SIP Return Analysis
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.45% | -0.2% |
| 1 Year | 4.01% | 6.21% |
| 3 Year | 13.91% | 10.39% |
| 5 Year | 15.85% | 11.96% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.33% | 11.54% |
| 3 Year | 17.1% | 14.89% |
| 5 Year | 17.74% | 13.59% |
Risk Management
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.55% | 11.37% |
| Sharp | 0.87% | 0.55% |
| Beta | 0.94% | 0.84% |
| Alpha | 2.12% | -1.63% |
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 | 5.08 | 2.9 |
| Large Cap | 73.64 | 71.59 |
| Small Cap | 8.83 | 16.93 |
| Mid Cap | 12.46 | 8.58 |
Sector Allocation
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.75 | 2.9 |
| Energy | 3.08 | 7.55 |
| Technology | 8.34 | 7.19 |
| Industrials | 12.56 | 10.01 |
| Financial Services | 30.44 | 22.93 |
| Healthcare | 6.76 | 7.73 |
| Basic Materials | 5.79 | 8.81 |
| Consumer Cyclical | 11.04 | 12.8 |
| Communication Services | 5.21 | 4.04 |
| Utilities | 5.07 | 5.95 |
| Consumer Defensive | 5.22 | 10.1 |
| Real Estate | 1.75 | - |
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