Franklin India ELSS Tax Saver Fund vs Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth compare
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
Chart Comparison
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 | 6.41% | 6.22% | 6.22% |
6 Month | -11.16% | -9.72% | -9.72% |
1 Year | 8.92% | 6.23% | 6.23% |
3 Year | 18.16% | 12.96% | 12.96% |
5 Year | 28.55% | 25.26% | 25.26% |
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 | -4.63% | -3.18% | -3.18% |
1 Year | -6.96% | -6.22% | -6.22% |
3 Year | 17.91% | 13.28% | 13.28% |
5 Year | 20.04% | 16.14% | 16.14% |
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% | 0.44% | 0.44% |
Beta | 0.94% | 0.87% | 0.87% |
Alpha | 3.459% | -0.29% | -0.29% |
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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 | 7.28 | 7.28 |
Large Cap | 72.91 | 67.25 | 67.25 |
Mid Cap | 16.39 | 13.73 | 13.73 |
Small Cap | 9.19 | 11.74 | 11.74 |
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 | 5.2 | 5.2 |
Energy | 3.11 | 5.45 | 5.45 |
Technology | 11.29 | 8.28 | 8.28 |
Industrials | 11.97 | 12.7 | 12.7 |
Financial Services | 29.08 | 31.35 | 31.35 |
Healthcare | 6.4 | 7.16 | 7.16 |
Basic Materials | 4.87 | 4.59 | 4.59 |
Consumer Cyclical | 13.14 | 10.84 | 10.84 |
Communication Services | 6.03 | 5.93 | 5.93 |
Utilities | 3.79 | 1.38 | 1.38 |
Consumer Defensive | 6.25 | 7.12 | 7.12 |
Real Estate | 1.73 | - | - |
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