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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) | ₹6537 Cr | ₹15216 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 | 1.94% | 2.58% |
| 6 Month | 12.61% | 17.58% |
| 1 Year | -3.19% | -0.49% |
| 3 Year | 17.68% | 13.46% |
| 5 Year | 23.83% | 13.81% |
SIP Return Analysis
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| 6 Month | 1.95% | 5.26% |
| 1 Year | 6.6% | 15.63% |
| 3 Year | 16.46% | 15.62% |
| 5 Year | 17.54% | 13.07% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| 1 Year | 15.44% | 10.84% |
| 3 Year | 17.01% | 11.93% |
| 5 Year | 17.69% | 12.91% |
Risk Management
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Standard Deviation | 12.80% | 11.52% |
| Sharp | 0.84% | 0.58% |
| Beta | 0.95% | 0.93% |
| Alpha | 3.90% | -1.3% |
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 | 4.93 | 4.29 |
| Large Cap | 73.57 | 68.23 |
| Small Cap | 9.01 | 15.99 |
| Mid Cap | 12.49 | 11.49 |
Sector Allocation
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Others | 4.61 | 1.5 |
| Energy | 3.05 | 4.89 |
| Technology | 8.54 | 7.78 |
| Industrials | 11.91 | 7.07 |
| Financial Services | 30.67 | 32.12 |
| Healthcare | 6.9 | 11.45 |
| Basic Materials | 5.56 | 7.01 |
| Consumer Cyclical | 11.95 | 15.1 |
| Communication Services | 4.88 | 3.42 |
| Utilities | 4.96 | 1.23 |
| Consumer Defensive | 5.13 | 7.78 |
| Real Estate | 1.83 | 0.68 |
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