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) | ₹6719 Cr | ₹15870 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 | 0.49% | 1.81% |
6 Month | 5.97% | 9.98% |
1 Year | 1.45% | 1.78% |
3 Year | 22.05% | 16.3% |
5 Year | 24.96% | 15.1% |
SIP Return Analysis
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
---|---|---|
6 Month | 5.02% | 8.4% |
1 Year | 5.74% | 12.4% |
3 Year | 18.62% | 16.27% |
5 Year | 19.52% | 13.68% |
Rolling Lumpsum Returns
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
---|---|---|
1 Year | 15.77% | 11.25% |
3 Year | 16.9% | 11.87% |
5 Year | 17.63% | 12.85% |
Risk Management
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
---|---|---|
Standard Deviation | 13.19% | 11.52% |
Sharp | 1.27% | 0.93% |
Beta | 0.93% | 0.94% |
Alpha | 4.20% | -2.26% |
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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 | 5.12 | 3.57 |
Large Cap | 73.82 | 66.31 |
Small Cap | 8.75 | 15.95 |
Mid Cap | 12.32 | 14.17 |
Sector Allocation
Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
---|---|---|
Others | 4.86 | 0.82 |
Energy | 3.21 | 6.23 |
Technology | 9.25 | 8.26 |
Industrials | 11.93 | 7.5 |
Financial Services | 30.38 | 31.64 |
Healthcare | 6.53 | 10.89 |
Basic Materials | 5.48 | 7.63 |
Consumer Cyclical | 11.21 | 14.73 |
Communication Services | 5.05 | 3.5 |
Utilities | 4.97 | 1.2 |
Consumer Defensive | 5.23 | 6.85 |
Real Estate | 1.9 | 0.75 |
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