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

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tortoise-icon Franklin India ELSS Tax Saver Fund-Growth

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tortoise-icon Invesco India ELSS Tax Saver Fund - 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 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) ₹6816 Cr ₹2848 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 05 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 1.8 1.91
Manager R Janakiraman Dhimant Kothari
ISIN Code INF090I01775 INF205K01270
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Franklin India ELSS Tax Saver Fund-Growth Invesco India ELSS Tax Saver Fund - Growth
1 Month 1.77% -4.32%
6 Month 19.71% 13.72%
1 Year 45.9% 41.62%
3 Year 23.14% 14.29%
5 Year 23.04% 18.95%

SIP Return Analysis

Scheme Name Franklin India ELSS Tax Saver Fund-Growth Invesco India ELSS Tax Saver Fund - Growth
6 Month - -
1 Year 17.96% 16.21%
3 Year 44.21% 35.92%
5 Year 84.65% 66.2%

Rolling Lumpsum Returns

Scheme Name Franklin India ELSS Tax Saver Fund-Growth Invesco India ELSS Tax Saver Fund - Growth
1 Year 15.96% 13.67%
3 Year 16.84% 14.86%
5 Year 17.45% 15.35%

Risk Management

Scheme Name Franklin India ELSS Tax Saver Fund-Growth Invesco India ELSS Tax Saver Fund - Growth
Standard Deviation 12.29% 13%
Sharp 1.24% 0.74%
Beta 0.92% 0.97%
Alpha 3.42% 0.6%

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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
Fund Manage 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 5.99 2.46
Large Cap 72.54 54.75
Mid Cap 14.96 20.66
Small Cap 6.53 22.13

Sector Allocation

Scheme Name

Franklin India ELSS Tax Saver Fund-Growth

Invesco India ELSS Tax Saver Fund - Growth

Others 4.3 0.68
Materials 5.4 1.7
Automobile 4.57 5.45
Energy 9.46 10.13
Technology 8.68 6.43
Construction 5.79 2.04
Financial 26.05 24.93
Healthcare 3.77 10.06
Capital Goods 7.84 11.04
Services 6.39 7.55
Consumer Staples 6.77 5.82
Consumer Discretionary 3.32 6.93
Communication 5.41 0.81
Insurance 0.77 -
Textiles 1.5 -
Chemicals - 4.82
Metals & Mining - 1.61

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