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) ₹6833 Cr ₹15895 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 1.8 1.68
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 -5.13% -4.67%
6 Month -4.04% -7.39%
1 Year 14.71% 10.06%
3 Year 16.69% 10.09%
5 Year 19.45% 10.84%

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 10.81% 3.09%
3 Year 24.1% 15.46%
5 Year 24.23% 13.8%

Rolling Lumpsum Returns

Scheme Name Franklin India ELSS Tax Saver Fund-Growth ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
1 Year 16.05% 11.54%
3 Year 16.83% 11.95%
5 Year 17.47% 12.9%

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% 0.34%
Beta 0.92% 0.94%
Alpha 3.42% -3.34%

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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 2.24 0.71
Small Cap 10.58 14.39
Large Cap 72.97 68.16
Mid Cap 14.19 16.78

Sector Allocation

Scheme Name

Franklin India ELSS Tax Saver Fund-Growth

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

Others 2.24 0.71
Cement & Cement Products 5.02 1.8
Petroleum Products 3.71 5.79
IT - Software 10.96 6.8
Construction 4.69 4.78
Banks 25.17 19.95
Pharmaceuticals & Biotechnology 3.54 6.33
Ferrous Metals 0.92 1.07
Automobiles 4.21 5.21
Finance 0.99 6.67
Telecom - Services 5.74 3.19
Gas 1.04 -
Industrial Products 2.54 -
Agricultural Food & other Products 1.53 -
Consumer Durables 2.97 4.01
Aerospace & Defense 1.76 -
Financial Technology (Fintech) 1.37 -
Healthcare Services 2.18 3.29
Capital Markets 0.83 0.69
Chemicals & Petrochemicals 0.69 1.16
Household Products 1.31 -
Power 2.74 1.46
Retailing 2.66 3.81
Textiles & Apparels 1.69 -
Leisure Services 2.79 2.33
Realty 0.69 1.48
Beverages 3.45 0.6
Auto Components 2 2.57
Commercial Services & Supplies 0.55 -
Non - Ferrous Metals - 0.81
Paper, Forest & Jute Products - 1.23
Personal Products - 2.4
Transport Services - 2.02
Insurance - 1.96
Diversified FMCG - 1.31
Diversified Metals - 0.95
Oil - 1.62
Electrical Equipment - 0.01
Fertilizers & Agrochemicals - 1.71
Industrial Manufacturing - 2.32

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