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) | ₹6531 Cr | ₹34302 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 | 3.39% | 2.97% |
| 6 Month | 5.23% | 5.77% |
| 1 Year | 3.58% | 4.81% |
| 3 Year | 18.01% | 13.64% |
| 5 Year | 23.8% | 15.18% |
SIP Return Analysis
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.73% | -0.49% |
| 1 Year | 3.74% | 5.16% |
| 3 Year | 13.68% | 11.68% |
| 5 Year | 15.8% | 10.31% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.33% | 14.03% |
| 3 Year | 17.1% | 14.04% |
| 5 Year | 17.74% | 16.73% |
Risk Management
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.55% | 12.80% |
| Sharp | 0.87% | 0.56% |
| Beta | 0.94% | 0.88% |
| Alpha | 2.12% | -1.18% |
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 | 5.08 | 9 |
| Large Cap | 73.64 | 67.07 |
| Small Cap | 8.83 | 2.73 |
| Mid Cap | 12.46 | 21.2 |
Sector Allocation
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.75 | 2.45 |
| Energy | 3.08 | 2 |
| Technology | 8.34 | 7.95 |
| Industrials | 12.56 | 11.11 |
| Financial Services | 30.44 | 29.22 |
| Healthcare | 6.76 | 8.56 |
| Basic Materials | 5.79 | 8.2 |
| Consumer Cyclical | 11.04 | 16.8 |
| Communication Services | 5.21 | 5.43 |
| Utilities | 5.07 | 2.89 |
| Consumer Defensive | 5.22 | 4.34 |
| Real Estate | 1.75 | 1.04 |
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