Franklin India ELSS Tax Saver Fund vs Tata ELSS Tax Saver Fund compare
Franklin India ELSS Tax Saver Fund-Growth
Tata ELSS Tax Saver Fund-Growth-Regular Plan
Chart Comparison
Overview
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Fund | Franklin India ELSS Tax Saver Fund-Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6438 Cr | ₹4398 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 10 Apr 1999 | 13 Oct 2014 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 20.34% | 20% |
Expense Ratio | 1.81 | 1.82 |
Manager | R Janakiraman | Sailesh Jain |
ISIN Code | INF090I01775 | INF277K01I52 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
1 Month | -3.45% | -3.21% |
6 Month | -12.24% | -12.36% |
1 Year | 3.31% | 4.65% |
3 Year | 17.11% | 13.59% |
5 Year | 21.34% | 18.16% |
SIP Return Analysis
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
6 Month | -9.51% | -10.12% |
1 Year | -14.84% | -15.16% |
3 Year | 14.5% | 10.74% |
5 Year | 18.17% | 14.53% |
Rolling Lumpsum Returns
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
1 Year | 16.18% | 13.97% |
3 Year | 16.87% | 14.85% |
5 Year | 17.56% | 13.39% |
Risk Management
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Standard Deviation | 13.786% | 14.429% |
Sharp | 0.692% | 0.451% |
Beta | 0.94% | 0.972% |
Alpha | 3.459% | 0.237% |
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Fund Managers
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Name | R Janakiraman | Sailesh Jain |
Total AUM | ₹50034 Cr | ₹17041 Cr |
Fund Manage | 8 | 7 |
Franklin India ELSS Tax Saver Fund-Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
Market Cap
Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Others | 1.50591 | 5.11777 |
Large Cap | 72.90936 | 60.14438 |
Mid Cap | 16.39031 | 10.04536 |
Small Cap | 9.19446 | 24.69248 |
Sector Allocation
Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Others | 2.34131 | 4.53984 |
Energy | 3.11219 | 5.18866 |
Technology | 11.28888 | 7.94897 |
Industrials | 11.97257 | 13.81336 |
Financial Services | 29.07584 | 31.01634 |
Healthcare | 6.40089 | 3.54409 |
Basic Materials | 4.87357 | 7.20543 |
Consumer Cyclical | 13.13698 | 16.19659 |
Communication Services | 6.02762 | 3.73894 |
Utilities | 3.79295 | 2.54241 |
Consumer Defensive | 6.25153 | 1.48597 |
Real Estate | 1.72571 | 2.77939 |
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