ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs Franklin India ELSS Tax Saver Fund compare
Franklin India ELSS Tax Saver Fund-Growth
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Fund | Franklin India ELSS Tax Saver Fund-Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6788 Cr | ₹15682 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 10 Apr 1999 | 07 Mar 2008 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 20.34% | 26% |
| Expense Ratio | 1.81 | 1.7 |
| Manager | R Janakiraman | Atul Penkar |
| ISIN Code | INF090I01775 | INF209K01108 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| 1 Month | 0.17% | 0.45% |
| 6 Month | 2.34% | 5.5% |
| 1 Year | 0.14% | 5.48% |
| 3 Year | 16.88% | 14.02% |
| 5 Year | 19.59% | 12.48% |
SIP Return Analysis
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| 6 Month | 2.32% | 3.12% |
| 1 Year | 11.03% | 17.8% |
| 3 Year | 15.05% | 14.82% |
| 5 Year | 16.38% | 12.78% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| 1 Year | 15.42% | 10.48% |
| 3 Year | 17.54% | 12.12% |
| 5 Year | 17.36% | 13.01% |
Risk Management
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Standard Deviation | 12.29% | 11.52% |
| Sharp | 0.94% | 0.68% |
| Beta | 0.94% | 0.93% |
| Alpha | 1.71% | -0.84% |
Fund Managers
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Name | R Janakiraman | Atul Penkar |
| Total AUM | ₹50034 Cr | ₹21393 Cr |
| Funds Managed | 8 | 3 |
| Franklin India ELSS Tax Saver Fund-Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
Market Cap
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Others | 4.35 | 1.27 |
| Large Cap | 77.37 | 68.16 |
| Small Cap | 9.05 | 18.75 |
| Mid Cap | 9.22 | 11.84 |
Sector Allocation
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Others | 4.35 | 1.27 |
| Petroleum Products | 3.23 | 4.04 |
| IT - Software | 8.46 | 7.86 |
| Construction | 5.25 | 2.83 |
| Banks | 27.48 | 24.59 |
| Pharmaceuticals & Biotechnology | 3.09 | 5.51 |
| Cement & Cement Products | 3.96 | 1.11 |
| Ferrous Metals | 1.14 | - |
| Automobiles | 3.25 | 2.63 |
| Finance | 1.64 | 7.74 |
| Telecom - Services | 5.45 | 3.49 |
| Gas | 1.48 | - |
| Industrial Products | 2.02 | 2.36 |
| Agricultural Food & other Products | 1.84 | 0.73 |
| Food Products | 1.18 | - |
| Power | 3.51 | 2.1 |
| Aerospace & Defense | 2.66 | - |
| Consumer Durables | 2.14 | 2.9 |
| Financial Technology (Fintech) | 1.48 | - |
| Healthcare Services | 2.2 | 4.45 |
| Realty | 1.89 | 0.63 |
| Fertilizers & Agrochemicals | 0.79 | 0.64 |
| Transport Services | 0.99 | - |
| Household Products | 0.8 | - |
| Retailing | 3.65 | 4.88 |
| Leisure Services | 2.25 | 1.68 |
| Beverages | 1.92 | 1.45 |
| Auto Components | 1.62 | 1.55 |
| Commercial Services & Supplies | 0.27 | - |
| Diversified FMCG | - | 1 |
| Non - Ferrous Metals | - | 1.69 |
| Insurance | - | 2.83 |
| Paper, Forest & Jute Products | - | 0.96 |
| Personal Products | - | 2.59 |
| Diversified Metals | - | 0.3 |
| Oil | - | 1.25 |
| Capital Markets | - | 1.83 |
| Chemicals & Petrochemicals | - | 0.82 |
| Transport Infrastructure | - | 2.31 |
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