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 Very High
Asset Size (Cr) ₹6816 Cr ₹6299 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 05 Apr 1999 01 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 1.8 1.74
Manager R Janakiraman Harsha Upadhyaya
ISIN Code INF090I01775 INF174K01369
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Franklin India ELSS Tax Saver Fund-Growth Kotak ELSS Tax Saver Fund-Scheme-Growth
1 Month 1.77% -5.89%
6 Month 19.71% 7.53%
1 Year 45.9% 35.96%
3 Year 23.14% 17.58%
5 Year 23.04% 20.51%

SIP Return Analysis

Scheme Name Franklin India ELSS Tax Saver Fund-Growth Kotak ELSS Tax Saver Fund-Scheme-Growth
6 Month - -
1 Year 17.96% 20.07%
3 Year 44.21% 43.72%
5 Year 84.65% 82.74%

Rolling Lumpsum Returns

Scheme Name Franklin India ELSS Tax Saver Fund-Growth Kotak ELSS Tax Saver Fund-Scheme-Growth
1 Year 15.96% 12.84%
3 Year 16.84% 12.9%
5 Year 17.45% 12.97%

Risk Management

Scheme Name Franklin India ELSS Tax Saver Fund-Growth Kotak ELSS Tax Saver Fund-Scheme-Growth
Standard Deviation 12.29% 11.32%
Sharp 1.24% 1.09%
Beta 0.92% 0.84%
Alpha 3.42% 3.44%

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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 5.99 0.71
Large Cap 72.54 67.91
Mid Cap 14.96 18.12
Small Cap 6.53 13.21

Sector Allocation

Scheme Name

Franklin India ELSS Tax Saver Fund-Growth

Kotak ELSS Tax Saver Fund-Scheme-Growth

Others 4.3 0.65
Materials 5.4 -
Automobile 4.57 -
Energy 9.46 -
Technology 8.68 -
Construction 5.79 7.45
Financial 26.05 -
Healthcare 3.77 -
Capital Goods 7.84 -
Services 6.39 -
Consumer Staples 6.77 -
Consumer Discretionary 3.32 -
Communication 5.41 -
Insurance 0.77 -
Textiles 1.5 -
Telecom - Services - 2.14
Petroleum Products - 8.65
Finance - 1.53
IT - Software - 5.19
Pharmaceuticals & Biotechnology - 4.08
Banks - 21.71
Diversified FMCG - 2.13
Non - Ferrous Metals - 0.68
Cement & Cement Products - 3.48
Ferrous Metals - 3.39
Aerospace & Defense - 1.73
Electrical Equipment - 2.26
Industrial Products - 3.01
Gas - 2.82
Automobiles - 3.28
Fertilizers & Agrochemicals - 1.31
Consumer Durables - 2.87
Textiles & Apparels - 0.44
Auto Components - 6.25
Chemicals & Petrochemicals - 5.39
Entertainment - 0.99
Power - 4.78
Capital Markets - 0.91
Industrial Manufacturing - 1.68
Beverages - 1.15

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