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ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs Franklin India ELSS Tax Saver Fund compare
Franklin India ELSS Tax Saver Fund-Growth
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Chart Comparison
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 | -3.45% | -2.28% |
| 6 Month | -12.24% | -13.64% |
| 1 Year | 3.31% | 2.83% |
| 3 Year | 17.11% | 10.91% |
| 5 Year | 21.34% | 11.66% |
SIP Return Analysis
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| 6 Month | -9.51% | -8.53% |
| 1 Year | -14.84% | -15.32% |
| 3 Year | 14.5% | 8.91% |
| 5 Year | 18.17% | 9.62% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| 1 Year | 16.18% | 11.75% |
| 3 Year | 16.87% | 11.9% |
| 5 Year | 17.56% | 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% | 0.27% |
| Beta | 0.94% | 0.91% |
| Alpha | 3.459% | -2.59% |
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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 |
| Fund Manage | 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 | 1.50591 | 2.95868 |
| Large Cap | 72.90936 | 68.17169 |
| Mid Cap | 16.39031 | 14.72974 |
| Small Cap | 9.19446 | 14.13991 |
Sector Allocation
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Others | 2.34131 | 1.98279 |
| Energy | 3.11219 | 7.81882 |
| Technology | 11.28888 | 10.09971 |
| Industrials | 11.97257 | 10.88639 |
| Financial Services | 29.07584 | 25.61675 |
| Healthcare | 6.40089 | 10.27024 |
| Basic Materials | 4.87357 | 7.41327 |
| Consumer Cyclical | 13.13698 | 14.15511 |
| Communication Services | 6.02762 | 3.49841 |
| Utilities | 3.79295 | 1.25638 |
| Consumer Defensive | 6.25153 | 6.33052 |
| Real Estate | 1.72571 | 0.67163 |
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