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) ₹6816 Cr ₹16326 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹500
Launch Date 05 Apr 1999 29 Mar 1996
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 20.34% 26%
Expense Ratio 1.8 1.68
Manager R Janakiraman Atul Penkar
ISIN Code INF090I01775 INF209K01108
Exits Load Nil/365 Nil/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 1.77% 5.03%
6 Month 19.71% 18.23%
1 Year 45.9% 34.06%
3 Year 23.14% 12.67%
5 Year 23.04% 15.97%

SIP Return Analysis

Scheme Name Franklin India ELSS Tax Saver Fund-Growth ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
6 Month - -
1 Year 17.96% 15.99%
3 Year 44.21% 30.49%
5 Year 84.65% 47.62%

Rolling Lumpsum Returns

Scheme Name Franklin India ELSS Tax Saver Fund-Growth ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
1 Year 24.42% 15.28%
3 Year 63.26% 36.01%
5 Year 92.84% 53.59%

Risk Management

Scheme Name Franklin India ELSS Tax Saver Fund-Growth ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Standard Deviation 12.29% 11.52%
Sharp 1.24% 0.64%
Beta 0.92% 0.88%
Alpha 3.42% -4.11%

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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

Large Cap 72.54 65.43
Others 5.99 1.44
Small Cap 6.53 12.19
Mid Cap 14.96 20.95

Sector Allocation

Scheme Name

Franklin India ELSS Tax Saver Fund-Growth

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

Financial 26.05 23.09
Communication 5.41 3.57
Construction 5.79 5.76
Technology 8.68 6.45
Others 4.3 1.44
Energy 9.46 9.45
Consumer Staples 6.77 6.32
Capital Goods 7.84 3.27
Materials 5.4 2.35
Services 6.39 11.2
Consumer Discretionary 3.32 3.68
Automobile 4.57 9.97
Healthcare 3.77 7.92
Textiles 1.5 -
Insurance 0.77 1.15
Chemicals - 1.97
Metals & Mining - 1.86
Diversified - 0.56

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