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Franklin India ELSS Tax Saver Fund vs Kotak ELSS Tax Saver Fund compare

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tortoise-icon Franklin India ELSS Tax Saver Fund-Growth

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tortoise-icon Kotak ELSS Tax Saver Fund-Scheme-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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