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
Overview
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) | ₹6438 Cr | ₹4398 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 10 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 | 1.81 | 1.82 |
Manager | R Janakiraman | Sailesh Jain |
ISIN Code | INF090I01775 | INF277K01I52 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
1 Month | 6.41% | 7.22% |
6 Month | -11.16% | -12.98% |
1 Year | 8.92% | 9.66% |
3 Year | 18.16% | 13.92% |
5 Year | 28.55% | 24.1% |
SIP Return Analysis
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
6 Month | -4.63% | -5.35% |
1 Year | -6.96% | -8.18% |
3 Year | 17.91% | 13.89% |
5 Year | 20.04% | 16.29% |
Rolling Lumpsum Returns
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
1 Year | 16.08% | 13.97% |
3 Year | 16.87% | 14.85% |
5 Year | 17.58% | 13.39% |
Risk Management
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Standard Deviation | 13.786% | 14.429% |
Sharp | 0.692% | 0.451% |
Beta | 0.94% | 0.972% |
Alpha | 3.459% | 0.237% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
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 |
Funds Managed | 8 | 7 |
Franklin India ELSS Tax Saver Fund-Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
Market Cap
Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Others | 1.51 | 5.12 |
Large Cap | 72.91 | 60.14 |
Mid Cap | 16.39 | 10.05 |
Small Cap | 9.19 | 24.69 |
Sector Allocation
Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Others | 2.34 | 4.54 |
Energy | 3.11 | 5.19 |
Technology | 11.29 | 7.95 |
Industrials | 11.97 | 13.81 |
Financial Services | 29.08 | 31.02 |
Healthcare | 6.4 | 3.54 |
Basic Materials | 4.87 | 7.21 |
Consumer Cyclical | 13.14 | 16.2 |
Communication Services | 6.03 | 3.74 |
Utilities | 3.79 | 2.54 |
Consumer Defensive | 6.25 | 1.49 |
Real Estate | 1.73 | 2.78 |
Top Comparisons
ICICI Prudential Focused Equity Fund - Growth
3Y Returns20.28%
Nippon India Focused Equity Fund -Growth Plan -Growth Option
3Y Returns13.19%
BANDHAN Core Equity Fund - Regular Plan - Growth
3Y Returns21.18%
LIC MF Large & Mid Cap Fund Regular-Growth
3Y Returns14.12%
Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns6.51%
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
3Y Returns6.35%
SBI Gold Fund Regular Plan - Growth
3Y Returns18.72%
LIC MF Gold ETF Fund of Fund -Regular Plan-Growth
3Y Returns19.19%