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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) | ₹6693 Cr | ₹1477 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 | -2.15% | -2.26% |
| 6 Month | -1.78% | -0.51% |
| 1 Year | 5.8% | 8.29% |
| 3 Year | 18.31% | 13.53% |
| 5 Year | 17.88% | 14.74% |
SIP Return Analysis
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.93% | 1.96% |
| 1 Year | 7.46% | 11.36% |
| 3 Year | 12.56% | 10.88% |
| 5 Year | 15.08% | 12.11% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.33% | 12.65% |
| 3 Year | 17.55% | 15.04% |
| 5 Year | 17.38% | 14.05% |
Risk Management
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.29% | 11.71% |
| Sharp | 0.94% | 0.72% |
| Beta | 0.94% | 0.84% |
| Alpha | 1.45% | -1.07% |
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 | 8.43 | 3.54 |
| Large Cap | 72.96 | 67.68 |
| Small Cap | 8.15 | 19.22 |
| Mid Cap | 10.45 | 9.57 |
Sector Allocation
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.74 | 1.7 |
| Energy | 3.46 | 8.37 |
| Technology | 8.94 | 8.45 |
| Industrials | 13.24 | 10.4 |
| Financial Services | 32.3 | 25.23 |
| Healthcare | 5.31 | 5.89 |
| Basic Materials | 5.41 | 7.18 |
| Consumer Cyclical | 10.54 | 11.55 |
| Communication Services | 4.63 | 4.42 |
| Utilities | 4.82 | 7.96 |
| Consumer Defensive | 6.14 | 8.86 |
| Real Estate | 1.48 | - |
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