Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth vs Franklin India ELSS Tax Saver Fund 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 | Average | Average |
| Asset Size (Cr) | ₹6816 Cr | ₹1356 Cr | ₹1356 Cr |
| Min Investment | ₹500 | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 | ₹0 |
| Min Addl Investment | ₹500 | ₹500 | ₹500 |
| Launch Date | 05 Apr 1999 | 01 May 2013 | 01 May 2013 |
| 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 | 2.19 | 2.19 |
| Manager | R Janakiraman | Sudhir Kedia | Sudhir Kedia |
| ISIN Code | INF090I01775 | INF173K01361 | INF173K01361 |
| Exits Load | Nil/365 | Nil/365 | Nil/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 | 1.77% | 4.65% | 4.65% |
| 6 Month | 19.71% | 14.72% | 14.72% |
| 1 Year | 45.9% | 29.96% | 29.96% |
| 3 Year | 23.14% | 16.61% | 16.61% |
| 5 Year | 23.04% | 21.5% | 21.5% |
| 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 | 17.96% | 14.28% | 14.28% |
| 3 Year | 44.21% | 34.19% | 34.19% |
| 5 Year | 84.65% | 70.65% | 70.65% |
| 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 | 24.42% | 22.1% | 22.1% |
| 3 Year | 63.26% | 54.1% | 54.1% |
| 5 Year | 92.84% | 76.52% | 76.52% |
| 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% | 1.01% | 1.01% |
| Beta | 0.92% | 0.86% | 0.86% |
| Alpha | 3.42% | 0.54% | 0.54% |
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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 |
|---|---|---|---|
| Large Cap | 72.54 | 67.45 | 67.45 |
| Others | 5.99 | 9.41 | 9.41 |
| Small Cap | 6.53 | 12.66 | 12.66 |
| Mid Cap | 14.96 | 10.42 | 10.42 |
| 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 |
|---|---|---|---|
| Financial | 26.05 | 28.95 | 28.95 |
| Communication | 5.41 | 4.3 | 4.3 |
| Construction | 5.79 | 3.09 | 3.09 |
| Technology | 8.68 | 8.24 | 8.24 |
| Others | 4.3 | 3.29 | 3.29 |
| Energy | 9.46 | 6.62 | 6.62 |
| Consumer Staples | 6.77 | 5.93 | 5.93 |
| Capital Goods | 7.84 | 6.07 | 6.07 |
| Materials | 5.4 | 2.35 | 2.35 |
| Services | 6.39 | 10.2 | 10.2 |
| Consumer Discretionary | 3.32 | 3.08 | 3.08 |
| Automobile | 4.57 | 6.19 | 6.19 |
| Healthcare | 3.77 | 7.44 | 7.44 |
| Textiles | 1.5 | - | - |
| Insurance | 0.77 | - | - |
| Unclassified | - | 1.59 | 1.59 |
| Chemicals | - | 1.7 | 1.7 |
| Metals & Mining | - | 0.9 | 0.9 |
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