Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon Franklin India ELSS Tax Saver Fund-Growth

Invest Now

tortoise-icon Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Invest Now

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

Trailing Lumpsum Returns

Scheme Name Franklin India ELSS Tax Saver Fund-Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Month 4.01% 3.41%
6 Month -1.93% -0.89%
1 Year 9.12% 6.42%
3 Year 19.35% 13.4%
5 Year 26.52% 21.43%

SIP Return Analysis

Scheme Name Franklin India ELSS Tax Saver Fund-Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month 1.43% 2.11%
1 Year -1.68% -0.89%
3 Year 19.16% 12.79%
5 Year 20.31% 14.93%

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% 0.35%
Beta 0.94% 0.87%
Alpha 3.459% -1.41%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 3.85
Large Cap 72.91 72.56
Mid Cap 16.39 13.33
Small Cap 9.19 10.27

Sector Allocation

Scheme Name

Franklin India ELSS Tax Saver Fund-Growth

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Others 2.34 4.33
Energy 3.11 5.59
Technology 11.29 9.43
Industrials 11.97 11.4
Financial Services 29.08 33.52
Healthcare 6.4 6.76
Basic Materials 4.87 5.59
Consumer Cyclical 13.14 10.51
Communication Services 6.03 5.33
Utilities 3.79 1.44
Consumer Defensive 6.25 6.1
Real Estate 1.73 -

Top Comparisons

ICICI Prudential Bluechip Fund - Growth ICICI Prudential Bluechip Fund - Growth

3Y Returns18.28%

VS

Kotak Bluechip Fund - Growth Kotak Bluechip Fund - Growth

3Y Returns14.91%

Compare Now

Franklin India ELSS Tax Saver Fund-Growth Franklin India ELSS Tax Saver Fund-Growth

3Y Returns19.35%

VS

360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth

3Y Returns0%

Compare Now

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

3Y Returns16.43%

VS

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

3Y Returns14.55%

Compare Now

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

3Y Returns21.6%

VS

SBI Magnum Midcap Fund - Regular Plan - Growth SBI Magnum Midcap Fund - Regular Plan - Growth

3Y Returns16.67%

Compare Now
Add to Cart Successfully