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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) | ₹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 | 2.34% | 1.81% |
| 6 Month | 3.87% | 8.16% |
| 1 Year | 5.97% | 10.5% |
| 3 Year | 17.98% | 14.49% |
| 5 Year | 21.26% | 13.29% |
SIP Return Analysis
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| 6 Month | 1.83% | 2.4% |
| 1 Year | 10.22% | 16.6% |
| 3 Year | 15.63% | 14.98% |
| 5 Year | 16.73% | 12.81% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| 1 Year | 15.56% | 10.48% |
| 3 Year | 17.53% | 12.1% |
| 5 Year | 17.34% | 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 | 12.55% | 11.52% |
| Sharp | 0.87% | 0.73% |
| Beta | 0.94% | 0.93% |
| Alpha | 2.12% | -0.91% |
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 | 5.08 | 4.06 |
| Large Cap | 73.64 | 68.07 |
| Small Cap | 8.83 | 17.78 |
| Mid Cap | 12.46 | 10.09 |
Sector Allocation
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Others | 4.75 | 1.66 |
| Energy | 3.08 | 4.9 |
| Technology | 8.34 | 9.04 |
| Industrials | 12.56 | 7.11 |
| Financial Services | 30.44 | 31.82 |
| Healthcare | 6.76 | 10.51 |
| Basic Materials | 5.79 | 7.06 |
| Consumer Cyclical | 11.04 | 14.19 |
| Communication Services | 5.21 | 3.29 |
| Utilities | 5.07 | 1.27 |
| Consumer Defensive | 5.22 | 8.59 |
| Real Estate | 1.75 | 0.56 |
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