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
| 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) | ₹6816 Cr | ₹1578 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 05 Apr 1999 | 10 May 2005 |
| 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 | 2.16 |
| Manager | R Janakiraman | Sudhir Kedia |
| ISIN Code | INF090I01775 | INF903J01538 |
| Exits Load | Nil/365 | Nil/365 |
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.77% | 5.62% |
| 6 Month | 19.71% | 18.2% |
| 1 Year | 45.9% | 27.31% |
| 3 Year | 23.14% | 15.19% |
| 5 Year | 23.04% | 18.88% |
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 17.96% | 11.79% |
| 3 Year | 44.21% | 29.63% |
| 5 Year | 84.65% | 60.74% |
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 1 Year | 24.42% | 19.41% |
| 3 Year | 63.26% | 47.92% |
| 5 Year | 92.84% | 66.18% |
| 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% | 0.73% |
| Beta | 0.92% | 0.87% |
| Alpha | 3.42% | -1.4% |
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| 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 |
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Others | 5.99 | 2.62 |
| Large Cap | 72.54 | 78.9 |
| Mid Cap | 14.96 | 10.27 |
| Small Cap | 6.53 | 8.17 |
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Others | 4.3 | 0.83 |
| Materials | 5.4 | 2.47 |
| Automobile | 4.57 | 4.32 |
| Energy | 9.46 | 8.54 |
| Technology | 8.68 | 9.05 |
| Construction | 5.79 | 4.27 |
| Financial | 26.05 | 31.38 |
| Healthcare | 3.77 | 5.38 |
| Capital Goods | 7.84 | 2.69 |
| Services | 6.39 | 10.77 |
| Consumer Staples | 6.77 | 8.42 |
| Consumer Discretionary | 3.32 | 3.44 |
| Communication | 5.41 | 2.87 |
| Insurance | 0.77 | - |
| Textiles | 1.5 | - |
| Chemicals | - | 2.36 |
| Metals & Mining | - | 3.17 |
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