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) | ₹6788 Cr | ₹17241 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 | -0.61% | -0.31% |
| 6 Month | 1.94% | 3.94% |
| 1 Year | 2.72% | 9.86% |
| 3 Year | 18.85% | 21.88% |
| 5 Year | 19.46% | 22.26% |
SIP Return Analysis
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| 6 Month | -0.21% | 0.4% |
| 1 Year | 6.21% | 10.12% |
| 3 Year | 13.87% | 17.36% |
| 5 Year | 15.89% | 19.47% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| 1 Year | 15.38% | 16.48% |
| 3 Year | 17.51% | 16.39% |
| 5 Year | 17.37% | 15.78% |
Risk Management
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 12.29% | 11.17% |
| Sharp | 0.88% | 1.12% |
| Beta | 0.94% | 0.83% |
| Alpha | 1.71% | 5.39% |
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 | 5.24 | 5.76 |
| Large Cap | 74.87 | 79.75 |
| Small Cap | 8.76 | 10.26 |
| Mid Cap | 11.13 | 4.23 |
Sector Allocation
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| Others | 4.64 | 5.21 |
| Energy | 3.23 | 1.17 |
| Technology | 8.75 | 5.39 |
| Industrials | 12.52 | 5.66 |
| Financial Services | 30.6 | 43.43 |
| Healthcare | 5.44 | 9.63 |
| Basic Materials | 5.89 | 5.72 |
| Consumer Cyclical | 10.86 | 16.63 |
| Communication Services | 5.46 | 4.74 |
| Utilities | 4.98 | 1.57 |
| Consumer Defensive | 5.74 | 0.84 |
| Real Estate | 1.89 | - |
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