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
| 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) | ₹6833 Cr | ₹1351 Cr | ₹1351 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 | 1.8 | 2.21 | 2.21 |
| 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 | -5.26% | -3.97% | -3.97% |
| 6 Month | -4.27% | -4.61% | -4.61% |
| 1 Year | 13.58% | 11.33% | 11.33% |
| 3 Year | 16.18% | 12.11% | 12.11% |
| 5 Year | 18.81% | 17.42% | 17.42% |
| 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 | - | - | - |
| 1 Year | 3.61% | 1.59% | 1.59% |
| 3 Year | 20.9% | 15.32% | 15.32% |
| 5 Year | 22.24% | 18.15% | 18.15% |
| 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 | 16.05% | 19% | 19% |
| 3 Year | 16.83% | 16.75% | 16.75% |
| 5 Year | 17.47% | 14.41% | 14.41% |
| 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 | 12.29% | 11.66% | 11.66% |
| Sharp | 1.24% | 0.62% | 0.62% |
| Beta | 0.92% | 0.87% | 0.87% |
| Alpha | 3.42% | 0.39% | 0.39% |
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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 |
| Fund Manage | 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 | 2.24 | 2.16 | 2.16 |
| Small Cap | 10.58 | 12.49 | 12.49 |
| Large Cap | 72.97 | 69.38 | 69.38 |
| Mid Cap | 14.19 | 16.11 | 16.11 |
| 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 | 2.24 | 2.16 | 2.16 |
| Cement & Cement Products | 5.02 | 2.5 | 2.5 |
| Petroleum Products | 3.71 | 4.79 | 4.79 |
| IT - Software | 10.96 | 7.54 | 7.54 |
| Construction | 4.69 | 3.08 | 3.08 |
| Banks | 25.17 | 25.09 | 25.09 |
| Pharmaceuticals & Biotechnology | 3.54 | 7.74 | 7.74 |
| Ferrous Metals | 0.92 | - | - |
| Automobiles | 4.21 | 5.05 | 5.05 |
| Finance | 0.99 | 4.31 | 4.31 |
| Telecom - Services | 5.74 | 4.92 | 4.92 |
| Gas | 1.04 | 0.61 | 0.61 |
| Industrial Products | 2.54 | 2.08 | 2.08 |
| Agricultural Food & other Products | 1.53 | 0.89 | 0.89 |
| Consumer Durables | 2.97 | 4.04 | 4.04 |
| Aerospace & Defense | 1.76 | 0.65 | 0.65 |
| Financial Technology (Fintech) | 1.37 | - | - |
| Healthcare Services | 2.18 | 1.03 | 1.03 |
| Capital Markets | 0.83 | 3.06 | 3.06 |
| Chemicals & Petrochemicals | 0.69 | 1.01 | 1.01 |
| Household Products | 1.31 | - | - |
| Power | 2.74 | 0.99 | 0.99 |
| Retailing | 2.66 | 2.32 | 2.32 |
| Textiles & Apparels | 1.69 | - | - |
| Leisure Services | 2.79 | 1.4 | 1.4 |
| Realty | 0.69 | 0.28 | 0.28 |
| Beverages | 3.45 | 2.15 | 2.15 |
| Auto Components | 2 | 0.97 | 0.97 |
| Commercial Services & Supplies | 0.55 | - | - |
| Diversified FMCG | - | 3.36 | 3.36 |
| Electrical Equipment | - | 2.26 | 2.26 |
| Transport Services | - | 2.94 | 2.94 |
| Insurance | - | 1.65 | 1.65 |
| Oil | - | 0.79 | 0.79 |
| Transport Infrastructure | - | 0.48 | 0.48 |
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