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ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND 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 ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

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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 ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Fund Franklin India ELSS Tax Saver Fund-Growth ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6438 Cr ₹14626 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹500
Launch Date 10 Apr 1999 07 Mar 2008
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 20.34% 26%
Expense Ratio 1.81 1.7
Manager R Janakiraman Atul Penkar
ISIN Code INF090I01775 INF209K01108
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Franklin India ELSS Tax Saver Fund-Growth ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
1 Month 6.91% 6.41%
6 Month -6.31% -7.72%
1 Year 10.32% 8.17%
3 Year 17.08% 10.98%
5 Year 26.54% 15.86%

SIP Return Analysis

Scheme Name Franklin India ELSS Tax Saver Fund-Growth ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
6 Month -3.92% -3.79%
1 Year -9.83% -12.23%
3 Year 15.72% 9.53%
5 Year 18.3% 9.7%

Rolling Lumpsum Returns

Scheme Name Franklin India ELSS Tax Saver Fund-Growth ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
1 Year 16.08% 11.75%
3 Year 16.87% 11.9%
5 Year 17.58% 12.76%

Risk Management

Scheme Name Franklin India ELSS Tax Saver Fund-Growth ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Standard Deviation 13.786% 11.52%
Sharp 0.692% 0.29%
Beta 0.94% 0.92%
Alpha 3.459% -2.4%

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Fund Managers

Scheme Name Franklin India ELSS Tax Saver Fund-Growth ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Name R Janakiraman Atul Penkar
Total AUM ₹50034 Cr ₹21393 Cr
Funds Managed 8 3
Franklin India ELSS Tax Saver Fund-Growth ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

Market Cap

Scheme Name

Franklin India ELSS Tax Saver Fund-Growth

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

Others 1.51 1.41
Large Cap 72.91 69.74
Mid Cap 16.39 14.72
Small Cap 9.19 14.15

Sector Allocation

Scheme Name

Franklin India ELSS Tax Saver Fund-Growth

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

Others 2.34 1.41
Energy 3.11 -
Technology 11.29 -
Industrials 11.97 -
Financial Services 29.08 -
Healthcare 6.4 -
Basic Materials 4.87 -
Consumer Cyclical 13.14 -
Communication Services 6.03 -
Utilities 3.79 -
Consumer Defensive 6.25 -
Real Estate 1.73 -
Petroleum Products - 5.59
IT - Software - 8.82
Construction - 3.17
Finance - 7.17
Non - Ferrous Metals - 0.87
Banks - 20.98
Pharmaceuticals & Biotechnology - 6.02
Chemicals & Petrochemicals - 1.17
Paper, Forest & Jute Products - 1.01
Healthcare Services - 3.76
Cement & Cement Products - 2.22
Automobiles - 3.9
Personal Products - 2.21
Transport Services - 2.22
Diversified FMCG - 1.24
Insurance - 1.05
Realty - 0.59
Retailing - 4.24
Diversified Metals - 0.94
Oil - 1.59
Consumer Durables - 2.73
Industrial Products - 1.02
Leisure Services - 2.08
Auto Components - 1.74
Telecom - Services - 3.62
Fertilizers & Agrochemicals - 1.19
Industrial Manufacturing - 1.49
Capital Markets - 0.59
Power - 1.3
Transport Infrastructure - 1.96
Ferrous Metals - 1.51
Beverages - 0.62

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