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) | ₹6719 Cr | ₹6266 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 | -0.49% | 0.74% |
6 Month | 4.65% | 4.85% |
1 Year | 2.99% | -1.42% |
3 Year | 22.53% | 20.11% |
5 Year | 25.39% | 22.57% |
SIP Return Analysis
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
---|---|---|
6 Month | 8.68% | 10.39% |
1 Year | 10.71% | 10.89% |
3 Year | 20.33% | 17.21% |
5 Year | 20.42% | 17.95% |
Rolling Lumpsum Returns
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
---|---|---|
1 Year | 15.77% | 12.67% |
3 Year | 16.9% | 13.12% |
5 Year | 17.63% | 13.21% |
Risk Management
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
---|---|---|
Standard Deviation | 13.19% | 13.43% |
Sharp | 1.27% | 1.06% |
Beta | 0.93% | 0.92% |
Alpha | 4.20% | 1.81% |
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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 | 5.55 | 1.51 |
Large Cap | 73.34 | 73.94 |
Mid Cap | 12.18 | 16.54 |
Small Cap | 8.93 | 8.01 |
Sector Allocation
Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
---|---|---|
Others | 5.55 | 1.43 |
Energy | 3.12 | 6.53 |
Technology | 9.19 | 10.83 |
Industrials | 11.97 | 12.59 |
Financial Services | 30.35 | 29.16 |
Healthcare | 6.51 | 4.18 |
Basic Materials | 5.19 | 10.49 |
Consumer Cyclical | 11.02 | 9.23 |
Communication Services | 4.77 | 4.55 |
Utilities | 5.02 | 6.54 |
Consumer Defensive | 5.51 | 4.46 |
Real Estate | 1.78 | - |
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