Invesco India ELSS Tax Saver Fund vs Franklin India ELSS Tax Saver Fund compare
Franklin India ELSS Tax Saver Fund-Growth
Invesco India ELSS Tax Saver Fund - Growth
Chart Comparison
Overview
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Invesco India ELSS Tax Saver Fund - Growth |
---|---|---|
Fund | Franklin India ELSS Tax Saver Fund-Growth | Invesco India ELSS Tax Saver Fund - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6438 Cr | ₹2764 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 10 Apr 1999 | 29 Dec 2006 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | BSE 500 |
Turn Over | 20.34% | 69% |
Expense Ratio | 1.81 | 1.91 |
Manager | R Janakiraman | Dhimant Kothari |
ISIN Code | INF090I01775 | INF205K01270 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Invesco India ELSS Tax Saver Fund - Growth |
---|---|---|
1 Month | 6.41% | 6.68% |
6 Month | -11.16% | -13.82% |
1 Year | 8.92% | 7.99% |
3 Year | 18.16% | 13.12% |
5 Year | 28.55% | 22.76% |
SIP Return Analysis
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Invesco India ELSS Tax Saver Fund - Growth |
---|---|---|
6 Month | -4.63% | -8.16% |
1 Year | -6.96% | -11.58% |
3 Year | 17.91% | 14.89% |
5 Year | 20.04% | 15.34% |
Rolling Lumpsum Returns
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Invesco India ELSS Tax Saver Fund - Growth |
---|---|---|
1 Year | 16.08% | 13.91% |
3 Year | 16.87% | 14.82% |
5 Year | 17.58% | 15.48% |
Risk Management
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Invesco India ELSS Tax Saver Fund - Growth |
---|---|---|
Standard Deviation | 13.786% | 13% |
Sharp | 0.692% | 0.36% |
Beta | 0.94% | 1.01% |
Alpha | 3.459% | -1.34% |
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Fund Managers
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Invesco India ELSS Tax Saver Fund - Growth |
---|---|---|
Name | R Janakiraman | Dhimant Kothari |
Total AUM | ₹50034 Cr | ₹8118 Cr |
Funds Managed | 8 | 7 |
Franklin India ELSS Tax Saver Fund-Growth | Invesco India ELSS Tax Saver Fund - Growth |
Market Cap
Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Invesco India ELSS Tax Saver Fund - Growth |
---|---|---|
Others | 1.51 | 1.98 |
Large Cap | 72.91 | 47.98 |
Mid Cap | 16.39 | 27.47 |
Small Cap | 9.19 | 22.57 |
Sector Allocation
Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Invesco India ELSS Tax Saver Fund - Growth |
---|---|---|
Others | 2.34 | 0.41 |
Energy | 3.11 | 2.6 |
Technology | 11.29 | 13.41 |
Industrials | 11.97 | 17.32 |
Financial Services | 29.08 | 24.39 |
Healthcare | 6.4 | 10.95 |
Basic Materials | 4.87 | 6.12 |
Consumer Cyclical | 13.14 | 15.27 |
Communication Services | 6.03 | 1.65 |
Utilities | 3.79 | 1.86 |
Consumer Defensive | 6.25 | 5.21 |
Real Estate | 1.73 | 0.8 |
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