Franklin India ELSS Tax Saver Fund vs HDFC ELSS Tax saver Fund compare

Franklin India ELSS Tax Saver Fund vs HDFC ELSS Tax saver Fund compare

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Franklin India ELSS Tax Saver Fund-Growth

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HDFC ELSS Tax saver Fund - Growth Plan

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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	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)	₹6531 Cr	₹16645 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	3.39%	2.66%
6 Month	5.23%	6.9%
1 Year	3.58%	8.68%
3 Year	18.01%	21.33%
5 Year	23.8%	25.98%

SIP Return Analysis

Scheme Name	Franklin India ELSS Tax Saver Fund-Growth	HDFC ELSS Tax saver Fund - Growth Plan
6 Month	-0.45%	1.13%
1 Year	4.01%	10.59%
3 Year	13.91%	18%
5 Year	15.85%	19.73%

Rolling Lumpsum Returns

Scheme Name	Franklin India ELSS Tax Saver Fund-Growth	HDFC ELSS Tax saver Fund - Growth Plan
1 Year	15.33%	16.69%
3 Year	17.1%	15.49%
5 Year	17.74%	15.17%

Risk Management

Scheme Name	Franklin India ELSS Tax Saver Fund-Growth	HDFC ELSS Tax saver Fund - Growth Plan
Standard Deviation	12.55%	11.22%
Sharp	0.87%	1.21%
Beta	0.94%	0.83%
Alpha	2.12%	5.77%

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	5.08	6.45
Large Cap	73.64	78.27
Small Cap	8.83	11.34
Mid Cap	12.46	3.94

Sector Allocation

Scheme Name	Franklin India ELSS Tax Saver Fund-Growth	HDFC ELSS Tax saver Fund - Growth Plan
Others	4.75	5.89
Energy	3.08	1.17
Technology	8.34	4.93
Industrials	12.56	5.64
Financial Services	30.44	41.44
Healthcare	6.76	10.25
Basic Materials	5.79	6
Consumer Cyclical	11.04	17.76
Communication Services	5.21	4.44
Utilities	5.07	1.69
Consumer Defensive	5.22	0.8
Real Estate	1.75	-

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