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) | ₹6531 Cr | ₹6278 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 | 0.64% | 0.32% |
6 Month | 6.97% | 8.48% |
1 Year | 0.22% | -1.11% |
3 Year | 19.54% | 16.9% |
5 Year | 23.77% | 20.49% |
SIP Return Analysis
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
---|---|---|
6 Month | 1.62% | 1.92% |
1 Year | 9.41% | 10.25% |
3 Year | 16.31% | 13.71% |
5 Year | 17.39% | 15.29% |
Rolling Lumpsum Returns
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
---|---|---|
1 Year | 15.33% | 12.21% |
3 Year | 17.1% | 13.41% |
5 Year | 17.74% | 13.38% |
Risk Management
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
---|---|---|
Standard Deviation | 12.69% | 12.76% |
Sharp | 0.90% | 0.72% |
Beta | 0.96% | 0.94% |
Alpha | 2.93% | 0.99% |
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 | 5.08 | 6.25 |
Large Cap | 73.64 | 69.53 |
Small Cap | 8.83 | 7.76 |
Mid Cap | 12.46 | 16.46 |
Sector Allocation
Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
---|---|---|
Others | 4.75 | 2.96 |
Energy | 3.08 | 6.77 |
Technology | 8.34 | 10.04 |
Industrials | 12.56 | 10.97 |
Financial Services | 30.44 | 30.3 |
Healthcare | 6.76 | 4.61 |
Basic Materials | 5.79 | 9.77 |
Consumer Cyclical | 11.04 | 11.2 |
Communication Services | 5.21 | 4.29 |
Utilities | 5.07 | 4.1 |
Consumer Defensive | 5.22 | 5.01 |
Real Estate | 1.75 | - |
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