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 | 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% |
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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 | 3.85 |
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 | - |
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