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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 | 5.93% | 5.5% |
| 6 Month | -10.81% | -10.32% |
| 1 Year | 6.95% | 3.75% |
| 3 Year | 16.68% | 11.05% |
| 5 Year | 29.2% | 23.88% |
SIP Return Analysis
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 6 Month | -4.63% | -3.37% |
| 1 Year | -6.96% | -6.53% |
| 3 Year | 17.91% | 11.17% |
| 5 Year | 20.04% | 14.43% |
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% | 0.37% |
| Beta | 0.94% | 0.87% |
| Alpha | 3.459% | -1.18% |
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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 | 2.97 |
| Large Cap | 72.91 | 72.95 |
| Mid Cap | 16.39 | 13.54 |
| Small Cap | 9.19 | 10.55 |
Sector Allocation
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Others | 2.34 | 3.49 |
| Energy | 3.11 | 5.64 |
| Technology | 11.29 | 9.46 |
| Industrials | 11.97 | 12.55 |
| Financial Services | 29.08 | 32.12 |
| Healthcare | 6.4 | 7.01 |
| Basic Materials | 4.87 | 5.22 |
| Consumer Cyclical | 13.14 | 10.1 |
| Communication Services | 6.03 | 5.72 |
| Utilities | 3.79 | 1.44 |
| Consumer Defensive | 6.25 | 7.23 |
| Real Estate | 1.73 | - |
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