Axis ELSS Tax Saver Fund vs Franklin India ELSS Tax Saver Fund compare
Franklin India ELSS Tax Saver Fund-Growth
Axis ELSS Tax Saver Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Fund | Franklin India ELSS Tax Saver Fund-Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹6438 Cr | ₹34497 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 10 Apr 1999 | 29 Dec 2009 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 20.34% | 25% |
Expense Ratio | 1.81 | 1.54 |
Manager | R Janakiraman | Shreyash Devalkar |
ISIN Code | INF090I01775 | INF846K01131 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
1 Month | -2.93% | -1.66% |
6 Month | -9.27% | -8.1% |
1 Year | 6.52% | 8.35% |
3 Year | 16.3% | 8.56% |
5 Year | 18.2% | 10.93% |
SIP Return Analysis
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -5.96% | -4.93% |
3 Year | 17.23% | 11.5% |
5 Year | 19.94% | 11.67% |
Rolling Lumpsum Returns
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
1 Year | 16.18% | 14.83% |
3 Year | 16.87% | 14.18% |
5 Year | 17.56% | 16.65% |
Risk Management
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.52% | 15.43% |
Sharp | 0.749% | 0.19% |
Beta | 0.952% | 1.02% |
Alpha | 2.685% | -4.96% |
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Fund Managers
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Name | R Janakiraman | Shreyash Devalkar |
Total AUM | ₹50034 Cr | ₹166770 Cr |
Fund Manage | 8 | 14 |
Franklin India ELSS Tax Saver Fund-Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 2.24 | 3.99 |
Small Cap | 10.58 | 3.27 |
Large Cap | 72.97 | 66.2 |
Mid Cap | 14.19 | 26.49 |
Sector Allocation
Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 2.24 | 3.99 |
Cement & Cement Products | 5.02 | 1.79 |
Petroleum Products | 3.71 | 1 |
IT - Software | 10.96 | 7.44 |
Construction | 4.69 | 1.97 |
Banks | 25.17 | 15.39 |
Pharmaceuticals & Biotechnology | 3.54 | 7.56 |
Ferrous Metals | 0.92 | 0.49 |
Automobiles | 4.21 | 6.36 |
Finance | 0.99 | 8.23 |
Telecom - Services | 5.74 | 3.56 |
Gas | 1.04 | - |
Industrial Products | 2.54 | 2.3 |
Agricultural Food & other Products | 1.53 | - |
Consumer Durables | 2.97 | 1.42 |
Aerospace & Defense | 1.76 | 0.61 |
Financial Technology (Fintech) | 1.37 | 0.9 |
Healthcare Services | 2.18 | 2.17 |
Capital Markets | 0.83 | 0.87 |
Chemicals & Petrochemicals | 0.69 | 2.73 |
Household Products | 1.31 | - |
Power | 2.74 | 5.57 |
Retailing | 2.66 | 6.88 |
Textiles & Apparels | 1.69 | - |
Leisure Services | 2.79 | 1.57 |
Realty | 0.69 | 1 |
Beverages | 3.45 | 1.42 |
Auto Components | 2 | 2 |
Commercial Services & Supplies | 0.55 | - |
Electrical Equipment | - | 2.59 |
Diversified FMCG | - | 0.51 |
Non - Ferrous Metals | - | 0.26 |
Paper, Forest & Jute Products | - | 0.47 |
Personal Products | - | 0.26 |
Insurance | - | 2.99 |
Fertilizers & Agrochemicals | - | 2.38 |
Food Products | - | 1.95 |
Transport Services | - | 1.32 |
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