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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Franklin India ELSS Tax Saver Fund-Growth

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Sundaram ELSS Tax Saver Fund Regular Growth

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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

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%

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%

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%

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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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

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

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