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ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs Franklin India ELSS Tax Saver Fund compare

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tortoise-icon Franklin India ELSS Tax Saver Fund-Growth

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tortoise-icon ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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