Tata ELSS Tax Saver Fund vs Franklin India ELSS Tax Saver Fund compare
Franklin India ELSS Tax Saver Fund-Growth
Tata ELSS Tax Saver Fund-Growth-Regular Plan
Chart Comparison
| 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) | ₹6816 Cr | ₹4552 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 05 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 | 1.8 | 1.81 |
| Manager | R Janakiraman | Sailesh Jain |
| ISIN Code | INF090I01775 | INF277K01I52 |
| Exits Load | Nil/365 | Nil/365 |
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| 1 Month | -2.88% | -3.43% |
| 6 Month | 13.03% | 16.06% |
| 1 Year | 36.26% | 33.16% |
| 3 Year | 17.08% | 14.7% |
| 5 Year | 20.64% | 18.37% |
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 22.32% | 22.82% |
| 3 Year | 25.96% | 22.26% |
| 5 Year | 25.14% | 21.66% |
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| 1 Year | 16.05% | 13.74% |
| 3 Year | 16.83% | 14.85% |
| 5 Year | 17.47% | 13.09% |
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| Standard Deviation | 12.29% | 12.5% |
| Sharp | 1.24% | 1.01% |
| Beta | 0.92% | 0.96% |
| Alpha | 3.42% | 0.31% |
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| 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 |
| Fund Manage | 8 | 7 |
| Franklin India ELSS Tax Saver Fund-Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| Others | 5.99 | 2.77 |
| Large Cap | 72.54 | 59.14 |
| Mid Cap | 14.96 | 13.56 |
| Small Cap | 6.53 | 24.53 |
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| Others | 4.3 | 2.54 |
| Materials | 5.4 | 5.07 |
| Automobile | 4.57 | 10.21 |
| Energy | 9.46 | 8.18 |
| Technology | 8.68 | 7.33 |
| Construction | 5.79 | 6.73 |
| Financial | 26.05 | 28.11 |
| Healthcare | 3.77 | 4.5 |
| Capital Goods | 7.84 | 7.31 |
| Services | 6.39 | 5.23 |
| Consumer Staples | 6.77 | 2.74 |
| Consumer Discretionary | 3.32 | 1.59 |
| Communication | 5.41 | 3.3 |
| Insurance | 0.77 | 2.4 |
| Textiles | 1.5 | - |
| Metals & Mining | - | 2.8 |
| Chemicals | - | 1.96 |
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