Axis ELSS Tax Saver Fund vs Franklin India ELSS Tax Saver Fund compare
Franklin India ELSS Tax Saver Fund-Growth
Axis ELSS Tax Saver Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Fund | Franklin India ELSS Tax Saver Fund-Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6537 Cr | ₹34528 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 10 Apr 1999 | 29 Dec 2009 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 20.34% | 25% |
Expense Ratio | 1.81 | 1.53 |
Manager | R Janakiraman | Shreyash Devalkar |
ISIN Code | INF090I01775 | INF846K01131 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
1 Month | 2.07% | 2.67% |
6 Month | 14% | 14.8% |
1 Year | -2.49% | -0.65% |
3 Year | 18.83% | 13.05% |
5 Year | 23.58% | 15.62% |
SIP Return Analysis
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.95% | 3.52% |
1 Year | 6.6% | 10.73% |
3 Year | 16.46% | 14.58% |
5 Year | 17.54% | 12.04% |
Rolling Lumpsum Returns
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
1 Year | 15.44% | 14.24% |
3 Year | 17.01% | 14.15% |
5 Year | 17.69% | 16.86% |
Risk Management
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.80% | 15.43% |
Sharp | 0.84% | 0.45% |
Beta | 0.95% | 0.88% |
Alpha | 3.90% | -2.28% |
Fund Managers
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Name | R Janakiraman | Shreyash Devalkar |
Total AUM | ₹50034 Cr | ₹166770 Cr |
Funds Managed | 8 | 14 |
Franklin India ELSS Tax Saver Fund-Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 4.93 | 8.32 |
Large Cap | 73.57 | 66.94 |
Small Cap | 9.01 | 2.99 |
Mid Cap | 12.49 | 21.76 |
Sector Allocation
Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 4.61 | 2.58 |
Energy | 3.05 | 2.16 |
Technology | 8.54 | 7.59 |
Industrials | 11.91 | 10.94 |
Financial Services | 30.67 | 30.08 |
Healthcare | 6.9 | 9.41 |
Basic Materials | 5.56 | 8.25 |
Consumer Cyclical | 11.95 | 14.4 |
Communication Services | 4.88 | 5.23 |
Utilities | 4.96 | 2.91 |
Consumer Defensive | 5.13 | 5.28 |
Real Estate | 1.83 | 1.16 |
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