LIC MF Tax Plan vs Franklin India ELSS Tax Saver Fund compare
Franklin India ELSS Tax Saver Fund-Growth
LIC MF ELSS Regular Plan-Growth
LIC MF ELSS Tax Saver - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
Fund | Franklin India ELSS Tax Saver Fund-Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹6438 Cr | ₹1093 Cr | ₹1093 Cr |
Min Investment | ₹500 | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 | ₹500 |
Launch Date | 10 Apr 1999 | 17 Apr 2000 | 17 Apr 2000 |
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 | 1.81 | 2.13 | 2.13 |
Manager | R Janakiraman | Karan Doshi | Karan Doshi |
ISIN Code | INF090I01775 | INF767K01956 | INF767K01956 |
Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
1 Month | -2.93% | -4.61% | -4.61% |
6 Month | -9.27% | -8.46% | -8.46% |
1 Year | 6.52% | 11.4% | 11.4% |
3 Year | 16.3% | 12.83% | 12.83% |
5 Year | 18.2% | 12.95% | 12.95% |
SIP Return Analysis
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
6 Month | - | - | - |
1 Year | -5.96% | -3.82% | -3.82% |
3 Year | 17.23% | 14.05% | 14.05% |
5 Year | 19.94% | 15.47% | 15.47% |
Rolling Lumpsum Returns
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
1 Year | 16.18% | 12.59% | 12.59% |
3 Year | 16.87% | 12.91% | 12.91% |
5 Year | 17.56% | 11.77% | 11.77% |
Risk Management
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
Standard Deviation | 13.52% | 13.098% | 13.098% |
Sharp | 0.749% | 0.578% | 0.578% |
Beta | 0.952% | 0.857% | 0.857% |
Alpha | 2.685% | 0.89% | 0.89% |
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Fund Managers
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular 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 ELSS Tax Saver - Regular Plan - Growth |
Market Cap
Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
LIC MF ELSS Regular Plan-Growth |
LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
Others | 2.24 | 1.15 | 1.15 |
Small Cap | 10.58 | 19.31 | 19.31 |
Large Cap | 72.97 | 63.81 | 63.81 |
Mid Cap | 14.19 | 15.76 | 15.76 |
Sector Allocation
Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
LIC MF ELSS Regular Plan-Growth |
LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
Others | 2.24 | 1.15 | 1.15 |
Cement & Cement Products | 5.02 | 2.69 | 2.69 |
Petroleum Products | 3.71 | 1.8 | 1.8 |
IT - Software | 10.96 | 9.31 | 9.31 |
Construction | 4.69 | 2.19 | 2.19 |
Banks | 25.17 | 21.22 | 21.22 |
Pharmaceuticals & Biotechnology | 3.54 | 3.66 | 3.66 |
Ferrous Metals | 0.92 | - | - |
Automobiles | 4.21 | 4.55 | 4.55 |
Finance | 0.99 | 5.65 | 5.65 |
Telecom - Services | 5.74 | - | - |
Gas | 1.04 | - | - |
Industrial Products | 2.54 | 7.22 | 7.22 |
Agricultural Food & other Products | 1.53 | 1.08 | 1.08 |
Consumer Durables | 2.97 | 7.53 | 7.53 |
Aerospace & Defense | 1.76 | - | - |
Financial Technology (Fintech) | 1.37 | - | - |
Healthcare Services | 2.18 | - | - |
Capital Markets | 0.83 | - | - |
Chemicals & Petrochemicals | 0.69 | 2.52 | 2.52 |
Household Products | 1.31 | - | - |
Power | 2.74 | - | - |
Retailing | 2.66 | 6.9 | 6.9 |
Textiles & Apparels | 1.69 | - | - |
Leisure Services | 2.79 | 1.24 | 1.24 |
Realty | 0.69 | - | - |
Beverages | 3.45 | 1.7 | 1.7 |
Auto Components | 2 | 5.1 | 5.1 |
Commercial Services & Supplies | 0.55 | - | - |
IT - Services | - | 1.08 | 1.08 |
Diversified FMCG | - | 3.12 | 3.12 |
Electrical Equipment | - | 3.25 | 3.25 |
Fertilizers & Agrochemicals | - | 3.1 | 3.1 |
Transport Services | - | 1.46 | 1.46 |
Food Products | - | 2.51 | 2.51 |
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