Franklin India ELSS Tax Saver Fund vs HDFC ELSS Tax saver Fund compare
Franklin India ELSS Tax Saver Fund-Growth
HDFC ELSS Tax saver Fund - Growth Plan
Chart Comparison
Overview
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | HDFC ELSS Tax saver Fund - Growth Plan |
---|---|---|
Fund | Franklin India ELSS Tax Saver Fund-Growth | HDFC ELSS Tax saver Fund - Growth Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6537 Cr | ₹16525 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 10 Apr 1999 | 02 Apr 1996 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 20.34% | 36.4% |
Expense Ratio | 1.81 | 1.7 |
Manager | R Janakiraman | Dhruv Muchhal |
ISIN Code | INF090I01775 | INF179K01BB8 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | HDFC ELSS Tax saver Fund - Growth Plan |
---|---|---|
1 Month | 1.17% | 2.06% |
6 Month | 12.99% | 15.32% |
1 Year | -3.18% | 2.38% |
3 Year | 17.7% | 21.05% |
5 Year | 23.5% | 24.89% |
SIP Return Analysis
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | HDFC ELSS Tax saver Fund - Growth Plan |
---|---|---|
6 Month | 1.95% | 4.07% |
1 Year | 6.6% | 14.05% |
3 Year | 16.46% | 20.56% |
5 Year | 17.54% | 21.38% |
Rolling Lumpsum Returns
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | HDFC ELSS Tax saver Fund - Growth Plan |
---|---|---|
1 Year | 15.44% | 17.03% |
3 Year | 17.01% | 15.38% |
5 Year | 17.69% | 15.1% |
Risk Management
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | HDFC ELSS Tax saver Fund - Growth Plan |
---|---|---|
Standard Deviation | 12.80% | 11.49% |
Sharp | 0.84% | 1.16% |
Beta | 0.95% | 0.86% |
Alpha | 3.90% | 7.12% |
Fund Managers
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | HDFC ELSS Tax saver Fund - Growth Plan |
---|---|---|
Name | R Janakiraman | Dhruv Muchhal |
Total AUM | ₹50034 Cr | ₹520687 Cr |
Funds Managed | 8 | 40 |
Franklin India ELSS Tax Saver Fund-Growth | HDFC ELSS Tax saver Fund - Growth Plan |
Market Cap
Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
HDFC ELSS Tax saver Fund - Growth Plan |
---|---|---|
Others | 4.93 | 6.64 |
Large Cap | 73.57 | 77.83 |
Small Cap | 9.01 | 11.09 |
Mid Cap | 12.49 | 4.44 |
Sector Allocation
Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
HDFC ELSS Tax saver Fund - Growth Plan |
---|---|---|
Others | 4.61 | 6.07 |
Energy | 3.05 | 1.19 |
Technology | 8.54 | 5.21 |
Industrials | 11.91 | 5.69 |
Financial Services | 30.67 | 42.46 |
Healthcare | 6.9 | 9.73 |
Basic Materials | 5.56 | 6 |
Consumer Cyclical | 11.95 | 16.05 |
Communication Services | 4.88 | 4.55 |
Utilities | 4.96 | 1.76 |
Consumer Defensive | 5.13 | 0.81 |
Real Estate | 1.83 | 0.49 |
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