UTI ELSS Tax Saver Fund vs Franklin India ELSS Tax Saver Fund compare

Link copied to clipboard!

tortoise-icon Franklin India ELSS Tax Saver Fund-Growth

Invest Now

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

Invest Now

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) ₹6816 Cr ₹3919 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 05 Apr 1999 01 Aug 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 1.88
Manager R Janakiraman Vishal Chopda
ISIN Code INF090I01775 INF789F01547
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Franklin India ELSS Tax Saver Fund-Growth UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Month -5.47% -7.06%
6 Month 7.64% 5.65%
1 Year 31.12% 21.11%
3 Year 16.81% 9.31%
5 Year 19.87% 16.97%

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 22.32% 16.71%
3 Year 25.96% 18.34%
5 Year 25.14% 18.87%

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% 0.42%
Beta 0.92% 0.96%
Alpha 3.42% -3.05%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 5.99 2.72
Large Cap 72.54 63.89
Mid Cap 14.96 24.91
Small Cap 6.53 8.46

Sector Allocation

Scheme Name

Franklin India ELSS Tax Saver Fund-Growth

UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

Others 4.3 1.37
Materials 5.4 2.96
Automobile 4.57 9.16
Energy 9.46 6.01
Technology 8.68 8.91
Construction 5.79 3.27
Financial 26.05 26.33
Healthcare 3.77 5.7
Capital Goods 7.84 5.22
Services 6.39 8.42
Consumer Staples 6.77 6.13
Consumer Discretionary 3.32 6.25
Communication 5.41 4.23
Insurance 0.77 2.13
Textiles 1.5 -
Metals & Mining - 1.82
Chemicals - 2.07

Top Comparisons

SBI Banking & PSU Fund - Regular Paln - Growth SBI Banking & PSU Fund - Regular Paln - Growth

3Y Returns5.46%

VS

LIC MF Banking & PSU Debt Fund-Growth LIC MF Banking & PSU Debt Fund-Growth

3Y Returns5.62%

Compare Now

Kotak Bluechip Fund - Growth Kotak Bluechip Fund - Growth

3Y Returns11.72%

VS

Nippon India Large Cap Fund- Growth Plan Bonus Option Nippon India Large Cap Fund- Growth Plan Bonus Option

3Y Returns18.29%

Compare Now

PGIM India Balanced Advantage Fund - Regular Growth PGIM India Balanced Advantage Fund - Regular Growth

3Y Returns8.33%

VS

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

3Y Returns9.09%

Compare Now

Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth

3Y Returns16.58%

VS

Mirae Asset Equity allocator Fund Of Fund Regular Growth Mirae Asset Equity allocator Fund Of Fund Regular Growth

3Y Returns12.81%

Compare Now
Request call back
Add to Cart Successfully