Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon Franklin India ELSS Tax Saver Fund-Growth

Invest Now

tortoise-icon Tata ELSS Tax Saver Fund-Growth-Regular Plan

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 2.29% 1.03%
6 Month -10.52% -13.02%
1 Year 2.86% 2.2%
3 Year 15.02% 11.36%
5 Year 26.14% 22.14%

SIP Return Analysis

Scheme Name Franklin India ELSS Tax Saver Fund-Growth Tata ELSS Tax Saver Fund-Growth-Regular Plan
6 Month -3.92% -5.42%
1 Year -9.83% -12.53%
3 Year 15.72% 11.21%
5 Year 18.3% 14.27%

Rolling Lumpsum Returns

Scheme Name Franklin India ELSS Tax Saver Fund-Growth Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Year 16.08% 13.97%
3 Year 16.87% 14.85%
5 Year 17.58% 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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Funds Managed 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 1.51 5.12
Large Cap 72.91 60.14
Mid Cap 16.39 10.05
Small Cap 9.19 24.69

Sector Allocation

Scheme Name

Franklin India ELSS Tax Saver Fund-Growth

Tata ELSS Tax Saver Fund-Growth-Regular Plan

Others 2.34 4.54
Energy 3.11 5.19
Technology 11.29 7.95
Industrials 11.97 13.81
Financial Services 29.08 31.02
Healthcare 6.4 3.54
Basic Materials 4.87 7.21
Consumer Cyclical 13.14 16.2
Communication Services 6.03 3.74
Utilities 3.79 2.54
Consumer Defensive 6.25 1.49
Real Estate 1.73 2.78

Top Comparisons

DSP Liquidity Fund - Regular Plan - Growth DSP Liquidity Fund - Regular Plan - Growth

3Y Returns6.77%

VS

Canara Robeco Liquid Fund - Regular Plan - Growth Option Canara Robeco Liquid Fund - Regular Plan - Growth Option

3Y Returns6.82%

Compare Now

ICICI Prudential Credit Risk Fund - Growth ICICI Prudential Credit Risk Fund - Growth

3Y Returns7.43%

VS

Invesco India Credit Risk Fund - Regular Plan - Growth Invesco India Credit Risk Fund - Regular Plan - Growth

3Y Returns8.63%

Compare Now

Kotak Low Duration Fund- Regular Plan-Growth Option Kotak Low Duration Fund- Regular Plan-Growth Option

3Y Returns6.49%

VS

DSP Low Duration Fund - Regular Plan - Growth DSP Low Duration Fund - Regular Plan - Growth

3Y Returns6.66%

Compare Now

Nippon India Focused Equity Fund -Growth Plan -Growth Option Nippon India Focused Equity Fund -Growth Plan -Growth Option

3Y Returns10.79%

VS

UTI Focused Fund- Regular Plan - Growth Option UTI Focused Fund- Regular Plan - Growth Option

3Y Returns12.15%

Compare Now
Add to Cart Successfully