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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) | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 1 Month | 6.65% | 5.18% |
| 6 Month | 3.69% | 4.16% |
| 1 Year | 12.7% | 9.19% |
| 3 Year | 23.6% | 17.08% |
| 5 Year | 29% | 23.43% |
SIP Return Analysis
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 6 Month | 6.3% | 5.26% |
| 1 Year | 7.18% | 5.33% |
| 3 Year | 21.21% | 14.04% |
| 5 Year | 21.09% | 15.28% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.08% | 12.34% |
| 3 Year | 16.87% | 14.95% |
| 5 Year | 17.58% | 13.23% |
Risk Management
| 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% | 0.57% |
| Beta | 0.94% | 0.87% |
| Alpha | 3.459% | -0.89% |
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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 | 3.87 |
| Large Cap | 72.91 | 72.32 |
| Mid Cap | 16.39 | 13.14 |
| Small Cap | 9.19 | 10.66 |
Sector Allocation
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Others | 2.34 | 3.87 |
| 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 | - | 5.03 |
| IT - Software | - | 6.08 |
| Retailing | - | 3.33 |
| Cement & Cement Products | - | 3 |
| IT - Services | - | 0.55 |
| Construction | - | 3.83 |
| Diversified FMCG | - | 3.72 |
| Banks | - | 28.3 |
| Pharmaceuticals & Biotechnology | - | 5.19 |
| Industrial Manufacturing | - | 0.92 |
| Automobiles | - | 5.43 |
| Healthcare Services | - | 2.28 |
| Electrical Equipment | - | 0.89 |
| Finance | - | 3.64 |
| Gas | - | 1.04 |
| Transport Services | - | 3.5 |
| Consumer Durables | - | 3.16 |
| Insurance | - | 0.95 |
| Agricultural Food & other Products | - | 1.19 |
| Oil | - | 0.74 |
| Chemicals & Petrochemicals | - | 0.9 |
| Telecom - Services | - | 3.4 |
| Auto Components | - | 1.19 |
| Capital Markets | - | 2.04 |
| Fertilizers & Agrochemicals | - | 2.15 |
| Beverages | - | 1.15 |
| Power | - | 0.96 |
| Transport Infrastructure | - | 0.53 |
| Leisure Services | - | 1.03 |
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