UTI 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 UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

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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 UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Fund Franklin India ELSS Tax Saver Fund-Growth UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6833 Cr ₹3873 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 10 Apr 1999 30 Jul 2005
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 20.34% 23%
Expense Ratio 1.8 1.87
Manager R Janakiraman Vishal Chopda
ISIN Code INF090I01775 INF789F01547
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Franklin India ELSS Tax Saver Fund-Growth UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Month -5.26% -4.9%
6 Month -4.27% -6.72%
1 Year 13.58% 8.66%
3 Year 16.18% 8.83%
5 Year 18.81% 15.29%

SIP Return Analysis

Scheme Name Franklin India ELSS Tax Saver Fund-Growth UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.61% 1.11%
3 Year 20.9% 14.13%
5 Year 22.24% 16.07%

Rolling Lumpsum Returns

Scheme Name Franklin India ELSS Tax Saver Fund-Growth UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year 16.05% 11.36%
3 Year 16.83% 11.27%
5 Year 17.47% 11.99%

Risk Management

Scheme Name Franklin India ELSS Tax Saver Fund-Growth UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Standard Deviation 12.29% 12.37%
Sharp 1.24% 0.34%
Beta 0.92% 0.96%
Alpha 3.42% -3.33%

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Fund Managers

Scheme Name Franklin India ELSS Tax Saver Fund-Growth UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Name R Janakiraman Vishal Chopda
Total AUM ₹50034 Cr ₹6487 Cr
Fund Manage 8 3
Franklin India ELSS Tax Saver Fund-Growth UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Franklin India ELSS Tax Saver Fund-Growth

UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

Others 2.24 2.37
Small Cap 10.58 9.75
Large Cap 72.97 62.97
Mid Cap 14.19 24.95

Sector Allocation

Scheme Name

Franklin India ELSS Tax Saver Fund-Growth

UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

Others 2.24 2.37
Cement & Cement Products 5.02 2.14
Petroleum Products 3.71 2.51
IT - Software 10.96 10.42
Construction 4.69 1.61
Banks 25.17 21.05
Pharmaceuticals & Biotechnology 3.54 3.03
Ferrous Metals 0.92 1.55
Automobiles 4.21 3.22
Finance 0.99 3.89
Telecom - Services 5.74 4.64
Gas 1.04 1.37
Industrial Products 2.54 2.92
Agricultural Food & other Products 1.53 0.93
Consumer Durables 2.97 6.59
Aerospace & Defense 1.76 1.4
Financial Technology (Fintech) 1.37 0.75
Healthcare Services 2.18 2.94
Capital Markets 0.83 -
Chemicals & Petrochemicals 0.69 -
Household Products 1.31 -
Power 2.74 3.04
Retailing 2.66 5.84
Textiles & Apparels 1.69 -
Leisure Services 2.79 2
Realty 0.69 2.59
Beverages 3.45 0.3
Auto Components 2 3.99
Commercial Services & Supplies 0.55 -
Personal Products - 2.45
Fertilizers & Agrochemicals - 2.38
Food Products - 1.18
Electrical Equipment - 0.09
Insurance - 2.85

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