Franklin India ELSS Tax Saver Fund vs Kotak ELSS Tax Saver Fund compare
Franklin India ELSS Tax Saver Fund-Growth
Kotak ELSS Tax Saver Fund-Scheme-Growth
Chart Comparison
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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