Sundaram Diversified Equity (ELSS) Regular Plan 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 Diversified Equity (ELSS) Regular Plan - 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 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) ₹6833 Cr ₹1560 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 1.8 2.17
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 2.39% 2.06%
6 Month 5.5% 1.89%
1 Year 23.55% 12.52%
3 Year 19.56% 13.41%
5 Year 20.43% 15.61%

SIP Return Analysis

Scheme Name Franklin India ELSS Tax Saver Fund-Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month - -
1 Year 15.86% 8.5%
3 Year 25.14% 16.12%
5 Year 24.84% 18.08%

Rolling Lumpsum Returns

Scheme Name Franklin India ELSS Tax Saver Fund-Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Year 16.05% 12.31%
3 Year 16.83% 15.05%
5 Year 17.47% 13.08%

Risk Management

Scheme Name Franklin India ELSS Tax Saver Fund-Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Standard Deviation 12.29% 11.71%
Sharp 1.24% 0.63%
Beta 0.92% 0.88%
Alpha 3.42% -1.04%

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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
Fund Manage 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 2.24 4.07
Small Cap 10.58 8.91
Large Cap 72.97 71.5
Mid Cap 14.19 15.65

Sector Allocation

Scheme Name

Franklin India ELSS Tax Saver Fund-Growth

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Others 2.24 4.07
Cement & Cement Products 5.02 2.65
Petroleum Products 3.71 4.82
IT - Software 10.96 8.45
Construction 4.69 3.63
Banks 25.17 25.97
Pharmaceuticals & Biotechnology 3.54 7.38
Ferrous Metals 0.92 1.15
Automobiles 4.21 2.9
Finance 0.99 3.86
Telecom - Services 5.74 3.46
Gas 1.04 0.64
Industrial Products 2.54 0.85
Agricultural Food & other Products 1.53 1.09
Consumer Durables 2.97 4.16
Aerospace & Defense 1.76 -
Financial Technology (Fintech) 1.37 -
Healthcare Services 2.18 1.05
Capital Markets 0.83 2.07
Chemicals & Petrochemicals 0.69 1.34
Household Products 1.31 -
Power 2.74 1
Retailing 2.66 2.58
Textiles & Apparels 1.69 -
Leisure Services 2.79 1.62
Realty 0.69 0.35
Beverages 3.45 1.86
Auto Components 2 1
Commercial Services & Supplies 0.55 -
Diversified FMCG - 3.36
Electrical Equipment - 2.21
Transport Services - 3.24
Insurance - 1.98
Oil - 0.83
Transport Infrastructure - 0.56

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