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) | ₹6788 Cr | ₹6449 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 | 0.17% | 0.67% |
| 6 Month | 2.34% | 3.32% |
| 1 Year | 0.14% | -1.14% |
| 3 Year | 16.88% | 14.7% |
| 5 Year | 19.59% | 17.79% |
SIP Return Analysis
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
|---|---|---|
| 6 Month | 2.45% | 2.51% |
| 1 Year | 11.3% | 12.33% |
| 3 Year | 15.71% | 13.23% |
| 5 Year | 16.95% | 14.84% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
|---|---|---|
| 1 Year | 15.42% | 12.01% |
| 3 Year | 17.54% | 13.64% |
| 5 Year | 17.36% | 13.56% |
Risk Management
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
|---|---|---|
| Standard Deviation | 12.29% | 11.32% |
| Sharp | 0.94% | 0.75% |
| Beta | 0.94% | 0.91% |
| Alpha | 1.71% | -0.23% |
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 | 4.35 | 1.95 |
| Large Cap | 77.37 | 69.71 |
| Small Cap | 9.05 | 8.75 |
| Mid Cap | 9.22 | 19.59 |
Sector Allocation
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
|---|---|---|
| Others | 4.35 | 2.58 |
| Petroleum Products | 3.23 | 6.87 |
| IT - Software | 8.46 | 8.36 |
| Construction | 5.25 | 5 |
| Banks | 27.48 | 24.75 |
| Pharmaceuticals & Biotechnology | 3.09 | 4.85 |
| Cement & Cement Products | 3.96 | 2.75 |
| Ferrous Metals | 1.14 | 1.65 |
| Automobiles | 3.25 | 4.47 |
| Finance | 1.64 | 5.16 |
| Telecom - Services | 5.45 | 3.85 |
| Gas | 1.48 | - |
| Industrial Products | 2.02 | 0.58 |
| Agricultural Food & other Products | 1.84 | - |
| Food Products | 1.18 | 2.49 |
| Power | 3.51 | 3.83 |
| Aerospace & Defense | 2.66 | 1.06 |
| Consumer Durables | 2.14 | 1.29 |
| Financial Technology (Fintech) | 1.48 | - |
| Healthcare Services | 2.2 | - |
| Realty | 1.89 | - |
| Fertilizers & Agrochemicals | 0.79 | 1.56 |
| Transport Services | 0.99 | 1.96 |
| Household Products | 0.8 | - |
| Retailing | 3.65 | 3.68 |
| Leisure Services | 2.25 | - |
| Beverages | 1.92 | 0.94 |
| Auto Components | 1.62 | 2.31 |
| Commercial Services & Supplies | 0.27 | - |
| Personal Products | - | 1.44 |
| Electrical Equipment | - | 0.69 |
| Textiles & Apparels | - | 0.42 |
| Chemicals & Petrochemicals | - | 4.06 |
| Entertainment | - | 0.52 |
| Capital Markets | - | 0.57 |
| Industrial Manufacturing | - | 2.31 |
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