LIC MF Tax Plan 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 LIC MF ELSS Regular Plan-Growth

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tortoise-icon LIC MF Tax Plan-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 LIC MF ELSS Regular Plan-Growth LIC MF Tax Plan-Growth
Fund Franklin India ELSS Tax Saver Fund-Growth LIC MF ELSS Regular Plan-Growth LIC MF Tax Plan-Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹6816 Cr ₹1153 Cr ₹1153 Cr
Min Investment ₹500 ₹500 ₹500
Min SIP Invesment ₹500 ₹500 ₹0
Min Addl Investment ₹500 ₹500 ₹500
Launch Date 05 Apr 1999 31 Mar 1997 31 Mar 1997
Category ELSS ELSS ELSS
Fund Type Open Ended Open-ended Open-Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI NIFTY 500 TRI
Turn Over 20.34% % 84%
Expense Ratio 1.8 2.13 2.13
Manager R Janakiraman Karan Doshi Karan Doshi
ISIN Code INF090I01775 INF767K01956 INF767K01956
Exits Load Nil/365 Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Franklin India ELSS Tax Saver Fund-Growth LIC MF ELSS Regular Plan-Growth LIC MF Tax Plan-Growth
1 Month 1.77% 2.25% 2.25%
6 Month 19.71% 24.02% 24.02%
1 Year 45.9% 37.93% 37.93%
3 Year 23.14% 18.17% 18.17%
5 Year 23.04% 19.25% 19.25%

SIP Return Analysis

Scheme Name Franklin India ELSS Tax Saver Fund-Growth LIC MF ELSS Regular Plan-Growth LIC MF Tax Plan-Growth
6 Month - - -
1 Year 17.96% 15.28% 15.28%
3 Year 44.21% 33.14% 33.14%
5 Year 84.65% 60.38% 60.38%

Rolling Lumpsum Returns

Scheme Name Franklin India ELSS Tax Saver Fund-Growth LIC MF ELSS Regular Plan-Growth LIC MF Tax Plan-Growth
1 Year 24.42% 18.93% 18.93%
3 Year 63.26% 47.85% 47.85%
5 Year 92.84% 69.84% 69.84%

Risk Management

Scheme Name Franklin India ELSS Tax Saver Fund-Growth LIC MF ELSS Regular Plan-Growth LIC MF Tax Plan-Growth
Standard Deviation 12.29% 12.19% 12.19%
Sharp 1.24% 0.93% 0.93%
Beta 0.92% 0.88% 0.88%
Alpha 3.42% 0.01% 0.01%

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Fund Managers

Scheme Name Franklin India ELSS Tax Saver Fund-Growth LIC MF ELSS Regular Plan-Growth LIC MF Tax Plan-Growth
Name R Janakiraman Karan Doshi Karan Doshi
Total AUM ₹50034 Cr ₹2592 Cr ₹2592 Cr
Fund Manage 8 5 5
Franklin India ELSS Tax Saver Fund-Growth LIC MF ELSS Regular Plan-Growth LIC MF Tax Plan-Growth

Market Cap

Scheme Name

Franklin India ELSS Tax Saver Fund-Growth

LIC MF ELSS Regular Plan-Growth

LIC MF Tax Plan-Growth

Others 5.99 2.84 -
Large Cap 72.54 61.73 -
Mid Cap 14.96 18.2 -
Small Cap 6.53 17.23 -

Sector Allocation

Scheme Name

Franklin India ELSS Tax Saver Fund-Growth

LIC MF ELSS Regular Plan-Growth

LIC MF Tax Plan-Growth

Others 4.3 1.7 -
Materials 5.4 2.69 -
Automobile 4.57 9.73 -
Energy 9.46 2.07 -
Technology 8.68 8.75 -
Construction 5.79 3.18 -
Financial 26.05 28.72 -
Healthcare 3.77 3.07 -
Capital Goods 7.84 10.82 -
Services 6.39 8.55 -
Consumer Staples 6.77 7.91 -
Consumer Discretionary 3.32 5.99 -
Communication 5.41 - -
Insurance 0.77 - -
Textiles 1.5 - -
Chemicals - 3.61 -
Metals & Mining - 1.58 -
Diversified - 1.63 -

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