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

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Sundaram ELSS Tax Saver Fund Regular Growth

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Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth

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Overview

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	₹500
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	-5.16%	-5.79%	-5.79%
6 Month	7.99%	3.76%	3.76%
1 Year	31.55%	22.05%	22.05%
3 Year	16.97%	12.27%	12.27%
5 Year	19.97%	18.31%	18.31%

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	22.32%	15.29%	15.29%
3 Year	25.96%	19.18%	19.18%
5 Year	25.14%	20.59%	20.59%

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%	-0.24%	-0.24%

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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	5.99	9.41	9.41
Large Cap	72.54	67.45	67.45
Mid Cap	14.96	10.42	10.42
Small Cap	6.53	12.66	12.66

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	4.3	3.29	3.29
Materials	5.4	2.35	2.35
Automobile	4.57	6.19	6.19
Energy	9.46	6.62	6.62
Technology	8.68	8.24	8.24
Construction	5.79	3.09	3.09
Financial	26.05	28.95	28.95
Healthcare	3.77	7.44	7.44
Capital Goods	7.84	6.07	6.07
Services	6.39	10.2	10.2
Consumer Staples	6.77	5.93	5.93
Consumer Discretionary	3.32	3.08	3.08
Communication	5.41	4.3	4.3
Insurance	0.77	-	-
Textiles	1.5	-	-
Chemicals	-	1.7	1.7
Metals & Mining	-	0.9	0.9
Unclassified	-	1.59	1.59