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Franklin India ELSS Tax Saver Fund vs Kotak ELSS Tax Saver Fund compare

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tortoise-icon Franklin India ELSS Tax Saver Fund-Growth

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tortoise-icon Kotak ELSS Tax Saver Fund-Scheme-Growth

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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 Kotak ELSS Tax Saver Fund-Scheme-Growth
Fund Franklin India ELSS Tax Saver Fund-Growth Kotak ELSS Tax Saver Fund-Scheme-Growth
Investment Plan Growth Growth
Level of Risk Very High Risk Very High Risk
Asset Size (Cr) ₹6438 Cr ₹5893 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 10 Apr 1999 23 Nov 2005
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 20.34% 14.27%
Expense Ratio 1.81 1.77
Manager R Janakiraman Harsha Upadhyaya
ISIN Code INF090I01775 INF174K01369
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Franklin India ELSS Tax Saver Fund-Growth Kotak ELSS Tax Saver Fund-Scheme-Growth
1 Month -2.93% -5.14%
6 Month -9.27% -12.41%
1 Year 6.52% 3.65%
3 Year 16.3% 13.63%
5 Year 18.2% 16.01%

SIP Return Analysis

Scheme Name Franklin India ELSS Tax Saver Fund-Growth Kotak ELSS Tax Saver Fund-Scheme-Growth
6 Month - -
1 Year -6.6% -13.55%
3 Year 17.22% 12.25%
5 Year 20.23% 16.6%

Rolling Lumpsum Returns

Scheme Name Franklin India ELSS Tax Saver Fund-Growth Kotak ELSS Tax Saver Fund-Scheme-Growth
1 Year 16.18% 13.07%
3 Year 16.87% 12.97%
5 Year 17.56% 13.04%

Risk Management

Scheme Name Franklin India ELSS Tax Saver Fund-Growth Kotak ELSS Tax Saver Fund-Scheme-Growth
Standard Deviation 13.52% 13.07%
Sharp 0.749% 0.645%
Beta 0.952% 0.901%
Alpha 2.685% 1.418%

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Fund Managers

Scheme Name Franklin India ELSS Tax Saver Fund-Growth Kotak ELSS Tax Saver Fund-Scheme-Growth
Name R Janakiraman Harsha Upadhyaya
Total AUM ₹50034 Cr ₹139411 Cr
Fund Manage 8 11
Franklin India ELSS Tax Saver Fund-Growth Kotak ELSS Tax Saver Fund-Scheme-Growth

Market Cap

Scheme Name

Franklin India ELSS Tax Saver Fund-Growth

Kotak ELSS Tax Saver Fund-Scheme-Growth

Others 2.24 1.47
Small Cap 10.58 17.14
Large Cap 72.97 67.31
Mid Cap 14.19 14.06

Sector Allocation

Scheme Name

Franklin India ELSS Tax Saver Fund-Growth

Kotak ELSS Tax Saver Fund-Scheme-Growth

Others 2.24 1.47
Cement & Cement Products 5.02 3.04
Petroleum Products 3.71 6.29
IT - Software 10.96 12.21
Construction 4.69 7.51
Banks 25.17 19.62
Pharmaceuticals & Biotechnology 3.54 4.34
Ferrous Metals 0.92 1.5
Automobiles 4.21 2.03
Finance 0.99 1.91
Telecom - Services 5.74 2.7
Gas 1.04 2.8
Industrial Products 2.54 0.93
Agricultural Food & other Products 1.53 -
Consumer Durables 2.97 1.61
Aerospace & Defense 1.76 1.28
Financial Technology (Fintech) 1.37 -
Healthcare Services 2.18 -
Capital Markets 0.83 4.01
Chemicals & Petrochemicals 0.69 4.8
Household Products 1.31 -
Power 2.74 4.94
Retailing 2.66 1.81
Textiles & Apparels 1.69 0.46
Leisure Services 2.79 -
Realty 0.69 -
Beverages 3.45 1
Auto Components 2 3.5
Commercial Services & Supplies 0.55 -
Personal Products - 1.67
Diversified FMCG - 2.16
Non - Ferrous Metals - 0.67
Electrical Equipment - 1.05
Fertilizers & Agrochemicals - 1.56
Entertainment - 0.98
Industrial Manufacturing - 2.13

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