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Franklin India ELSS Tax Saver Fund vs SBI Long Term Equity Fund compare
Franklin India ELSS Tax Saver Fund-Growth
SBI Long Term Equity Fund - Regular Plan- Growth
Chart Comparison
Overview
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| Fund | Franklin India ELSS Tax Saver Fund-Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6438 Cr | ₹27306 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 10 Apr 1999 | 31 Mar 1993 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 TRI |
| Turn Over | 20.34% | 15% |
| Expense Ratio | 1.81 | 1.6 |
| Manager | R Janakiraman | Dinesh Balachandran |
| ISIN Code | INF090I01775 | INF200K01495 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| 1 Month | -3.45% | -2% |
| 6 Month | -12.24% | -10.71% |
| 1 Year | 3.31% | 5.7% |
| 3 Year | 17.11% | 23.39% |
| 5 Year | 21.34% | 25.45% |
SIP Return Analysis
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| 6 Month | -9.51% | -7.7% |
| 1 Year | -14.84% | -11.82% |
| 3 Year | 14.5% | 21.28% |
| 5 Year | 18.17% | 22.71% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| 1 Year | 16.18% | 10.61% |
| 3 Year | 16.87% | 12.89% |
| 5 Year | 17.56% | 13.14% |
Risk Management
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 13.786% | 13.09% |
| Sharp | 0.692% | 1.05% |
| Beta | 0.94% | 0.96% |
| Alpha | 3.459% | 8.59% |
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Fund Managers
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| Name | R Janakiraman | Dinesh Balachandran |
| Total AUM | ₹50034 Cr | ₹69808 Cr |
| Fund Manage | 8 | 4 |
| Franklin India ELSS Tax Saver Fund-Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
Market Cap
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| Others | 1.50591 | 9.83866 |
| Large Cap | 72.90936 | 59.98064 |
| Mid Cap | 16.39031 | 19.97863 |
| Small Cap | 9.19446 | 10.20202 |
Sector Allocation
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| Others | 2.34131 | 9.76154 |
| Energy | 3.11219 | 8.03366 |
| Technology | 11.28888 | 10.54461 |
| Industrials | 11.97257 | 9.84964 |
| Financial Services | 29.07584 | 25.04649 |
| Healthcare | 6.40089 | 7.38488 |
| Basic Materials | 4.87357 | 7.39798 |
| Consumer Cyclical | 13.13698 | 8.83256 |
| Communication Services | 6.02762 | 3.31363 |
| Utilities | 3.79295 | 4.72567 |
| Consumer Defensive | 6.25153 | 4.14215 |
| Real Estate | 1.72571 | 0.96714 |
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