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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 Diversified Equity (ELSS) Regular Plan - Growth
Chart Comparison
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) | ₹6719 Cr | ₹1488 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 | 2.2 |
| 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 Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.85% | 3.28% |
| 6 Month | 2.79% | 4.75% |
| 1 Year | 6.3% | 5.48% |
| 3 Year | 24.91% | 18.32% |
| 5 Year | 26.45% | 21.51% |
SIP Return Analysis
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 6 Month | 9.56% | 9.27% |
| 1 Year | 11.2% | 11.84% |
| 3 Year | 21.46% | 15.4% |
| 5 Year | 21.11% | 15.86% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.83% | 11.71% |
| Sharp | 1.02% | 0.72% |
| Beta | 0.94% | 0.87% |
| Alpha | 3.91% | -1.4% |
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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 | 4.28 |
| Large Cap | 72.91 | 71.87 |
| Mid Cap | 16.39 | 13.89 |
| Small Cap | 9.19 | 9.96 |
Sector Allocation
| 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 |
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