Franklin India ELSS Tax Saver Fund vs SBI Long Term Equity Fund compare
Franklin India ELSS Tax Saver Fund-Growth
SBI ELSS Tax Saver Fund - Regular Plan- Growth
Chart Comparison
Overview
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
---|---|---|
Fund | Franklin India ELSS Tax Saver Fund-Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹6531 Cr | ₹30420 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 10 Apr 1999 | 31 Mar 1993 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | BSE 500 TRI |
Turn Over | 20.34% | 15% |
Expense Ratio | 1.81 | 1.59 |
Manager | R Janakiraman | Dinesh Balachandran |
ISIN Code | INF090I01775 | INF200K01495 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
---|---|---|
1 Month | 0.64% | 0.11% |
6 Month | 6.97% | 7.88% |
1 Year | 0.22% | -0.08% |
3 Year | 19.54% | 25.12% |
5 Year | 23.77% | 25.25% |
SIP Return Analysis
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
---|---|---|
6 Month | 1.62% | 1.35% |
1 Year | 9.41% | 9.13% |
3 Year | 16.31% | 19.42% |
5 Year | 17.39% | 20.99% |
Rolling Lumpsum Returns
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
---|---|---|
1 Year | 15.33% | 10.07% |
3 Year | 17.1% | 13.66% |
5 Year | 17.74% | 13.41% |
Risk Management
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
---|---|---|
Standard Deviation | 12.69% | 13.20% |
Sharp | 0.90% | 1.22% |
Beta | 0.96% | 0.97% |
Alpha | 2.93% | 7.54% |
Fund Managers
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
---|---|---|
Name | R Janakiraman | Dinesh Balachandran |
Total AUM | ₹50034 Cr | ₹69808 Cr |
Funds Managed | 8 | 4 |
Franklin India ELSS Tax Saver Fund-Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Market Cap
Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
---|---|---|
Others | 5.08 | 8.27 |
Large Cap | 73.64 | 60.68 |
Small Cap | 8.83 | 12.81 |
Mid Cap | 12.46 | 18.24 |
Sector Allocation
Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
---|---|---|
Others | 4.75 | 6.48 |
Energy | 3.08 | 8.88 |
Technology | 8.34 | 7.25 |
Industrials | 12.56 | 7.51 |
Financial Services | 30.44 | 28.72 |
Healthcare | 6.76 | 7.32 |
Basic Materials | 5.79 | 10.8 |
Consumer Cyclical | 11.04 | 10.25 |
Communication Services | 5.21 | 3.17 |
Utilities | 5.07 | 4.26 |
Consumer Defensive | 5.22 | 4.32 |
Real Estate | 1.75 | 1.04 |
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