Franklin India ELSS Tax Saver Fund vs Kotak ELSS Tax Saver Fund compare
Franklin India ELSS Tax Saver Fund-Growth
Kotak ELSS Tax Saver Fund-Scheme-Growth
Chart Comparison
Overview
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
---|---|---|
Fund | Franklin India ELSS Tax Saver Fund-Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6438 Cr | ₹5893 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 10 Apr 1999 | 23 Nov 2005 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 20.34% | 14.27% |
Expense Ratio | 1.81 | 1.77 |
Manager | R Janakiraman | Harsha Upadhyaya |
ISIN Code | INF090I01775 | INF174K01369 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
---|---|---|
1 Month | 4.01% | 3.53% |
6 Month | -1.93% | -4.74% |
1 Year | 9.12% | 2.77% |
3 Year | 19.35% | 15.93% |
5 Year | 26.52% | 23.16% |
SIP Return Analysis
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
---|---|---|
6 Month | 1.43% | 0.66% |
1 Year | -1.68% | -6.57% |
3 Year | 19.16% | 14.84% |
5 Year | 20.31% | 17.06% |
Rolling Lumpsum Returns
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
---|---|---|
1 Year | 16.08% | 13.07% |
3 Year | 16.87% | 12.97% |
5 Year | 17.58% | 13.04% |
Risk Management
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
---|---|---|
Standard Deviation | 13.786% | 13.913% |
Sharp | 0.692% | 0.496% |
Beta | 0.94% | 0.925% |
Alpha | 3.459% | 0.931% |
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Fund Managers
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
---|---|---|
Name | R Janakiraman | Harsha Upadhyaya |
Total AUM | ₹50034 Cr | ₹139411 Cr |
Funds Managed | 8 | 11 |
Franklin India ELSS Tax Saver Fund-Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
Market Cap
Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
---|---|---|
Others | 1.51 | 0.47 |
Large Cap | 72.91 | 67.49 |
Mid Cap | 16.39 | 15.72 |
Small Cap | 9.19 | 16.32 |
Sector Allocation
Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
---|---|---|
Others | 2.34 | 0.4 |
Energy | 3.11 | 5.98 |
Technology | 11.29 | 15.12 |
Industrials | 11.97 | 13.07 |
Financial Services | 29.08 | 26.37 |
Healthcare | 6.4 | 4.3 |
Basic Materials | 4.87 | 9.32 |
Consumer Cyclical | 13.14 | 9.78 |
Communication Services | 6.03 | 3.79 |
Utilities | 3.79 | 6.93 |
Consumer Defensive | 6.25 | 4.93 |
Real Estate | 1.73 | - |
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