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Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth vs Franklin India ELSS Tax Saver Fund compare

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tortoise-icon Franklin India ELSS Tax Saver Fund-Growth

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tortoise-icon Sundaram ELSS Tax Saver Fund Regular Growth

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tortoise-icon Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth

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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 ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
Fund Franklin India ELSS Tax Saver Fund-Growth Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹6438 Cr ₹1299 Cr ₹1299 Cr
Min Investment ₹500 ₹500 ₹500
Min SIP Invesment ₹500 ₹500 ₹500
Min Addl Investment ₹500 ₹500 ₹500
Launch Date 10 Apr 1999 31 Mar 1996 31 Mar 1996
Category ELSS ELSS ELSS
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI NIFTY 500 TRI
Turn Over 20.34% % %
Expense Ratio 1.81 2.23 2.23
Manager R Janakiraman Sudhir Kedia Sudhir Kedia
ISIN Code INF090I01775 INF173K01361 INF173K01361
Exits Load Data not available./365 Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Franklin India ELSS Tax Saver Fund-Growth Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
1 Month 6.65% 5.27% 5.27%
6 Month 3.69% 4.44% 4.44%
1 Year 12.7% 9.05% 9.05%
3 Year 23.6% 18.65% 18.65%
5 Year 29% 25.13% 25.13%

SIP Return Analysis

Scheme Name Franklin India ELSS Tax Saver Fund-Growth Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
6 Month 6.3% 5.56% 5.56%
1 Year 7.18% 5.95% 5.95%
3 Year 21.21% 16.12% 16.12%
5 Year 21.09% 16.96% 16.96%

Rolling Lumpsum Returns

Scheme Name Franklin India ELSS Tax Saver Fund-Growth Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
1 Year 16.08% 18.94% 18.94%
3 Year 16.87% 16.61% 16.61%
5 Year 17.58% 14.51% 14.51%

Risk Management

Scheme Name Franklin India ELSS Tax Saver Fund-Growth Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
Standard Deviation 13.786% 11.66% 11.66%
Sharp 0.692% 0.66% 0.66%
Beta 0.94% 0.87% 0.87%
Alpha 3.459% 0.32% 0.32%

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Fund Managers

Scheme Name Franklin India ELSS Tax Saver Fund-Growth Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
Name R Janakiraman Sudhir Kedia Sudhir Kedia
Total AUM ₹50034 Cr ₹10423 Cr ₹10423 Cr
Funds Managed 8 8 8
Franklin India ELSS Tax Saver Fund-Growth Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth

Market Cap

Scheme Name

Franklin India ELSS Tax Saver Fund-Growth

Sundaram ELSS Tax Saver Fund Regular Growth

Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth

Others 1.51 6.2 6.2
Large Cap 72.91 69.57 69.57
Mid Cap 16.39 12.82 12.82
Small Cap 9.19 11.4 11.4

Sector Allocation

Scheme Name

Franklin India ELSS Tax Saver Fund-Growth

Sundaram ELSS Tax Saver Fund Regular Growth

Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth

Others 2.34 6.16 6.16
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 - -
Telecom - Services - 3.43 3.43
Petroleum Products - 4.8 4.8
IT - Software - 5.9 5.9
Retailing - 2.94 2.94
Cement & Cement Products - 2.71 2.71
IT - Services - 0.52 0.52
Construction - 3.63 3.63
Diversified FMCG - 3.51 3.51
Banks - 26.75 26.75
Pharmaceuticals & Biotechnology - 5.15 5.15
Aerospace & Defense - 0.67 0.67
Industrial Manufacturing - 0.91 0.91
Automobiles - 5.69 5.69
Healthcare Services - 2.27 2.27
Electrical Equipment - 0.95 0.95
Finance - 3.88 3.88
Gas - 1.03 1.03
Industrial Products - 0.56 0.56
Transport Services - 3.25 3.25
Consumer Durables - 3.07 3.07
Insurance - 0.92 0.92
Agricultural Food & other Products - 0.94 0.94
Oil - 0.68 0.68
Chemicals & Petrochemicals - 0.8 0.8
Auto Components - 1.11 1.11
Capital Markets - 2.02 2.02
Fertilizers & Agrochemicals - 2.17 2.17
Beverages - 1.22 1.22
Power - 0.91 0.91
Transport Infrastructure - 0.43 0.43
Leisure Services - 1.01 1.01

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