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

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Franklin India ELSS Tax Saver Fund-Growth

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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

Scheme Name	Franklin India ELSS Tax Saver Fund-Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Month	1.7%	1.81%
6 Month	-3.15%	-1.96%
1 Year	6.95%	4.66%
3 Year	23.72%	17.43%
5 Year	26.31%	21.59%

Scheme Name	Franklin India ELSS Tax Saver Fund-Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month	6.97%	6.53%
1 Year	5.74%	5.71%
3 Year	19.52%	13.14%
5 Year	20%	14.59%

Scheme Name	Franklin India ELSS Tax Saver Fund-Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Year	15.77%	11.98%
3 Year	16.9%	14.87%
5 Year	17.63%	13.4%

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%	0.72%
Beta	0.94%	0.87%
Alpha	3.459%	-1.4%

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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

Scheme Name	Franklin India ELSS Tax Saver Fund-Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Others	1.51	4.28
Large Cap	72.91	71.87
Mid Cap	16.39	13.89
Small Cap	9.19	9.96

Scheme Name	Franklin India ELSS Tax Saver Fund-Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Others	2.34	4.28
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	-	5.38
IT - Software	-	5.74
Retailing	-	2.79
Cement & Cement Products	-	3.91
IT - Services	-	0.53
Construction	-	3.15
Diversified FMCG	-	5.23
Banks	-	29.24
Pharmaceuticals & Biotechnology	-	5.34
Industrial Manufacturing	-	0.93
Automobiles	-	5.42
Healthcare Services	-	2.38
Finance	-	2.46
Gas	-	1.05
Transport Services	-	1.92
Consumer Durables	-	2.62
Insurance	-	1.03
Agricultural Food & other Products	-	1.35
Industrial Products	-	0.51
Electrical Equipment	-	0.64
Oil	-	0.77
Chemicals & Petrochemicals	-	0.93
Telecom - Services	-	3.26
Auto Components	-	1.24
Capital Markets	-	2.04
Fertilizers & Agrochemicals	-	2.22
Beverages	-	1.11
Power	-	0.92
Transport Infrastructure	-	0.53
Leisure Services	-	1.08