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) | ₹6788 Cr | ₹31783 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 | -0.33% | 0.53% |
| 6 Month | 2.45% | 4.02% |
| 1 Year | 0.39% | 2.38% |
| 3 Year | 16.63% | 22.14% |
| 5 Year | 19.48% | 22.62% |
SIP Return Analysis
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 6 Month | 2.45% | 3.43% |
| 1 Year | 11.3% | 13.56% |
| 3 Year | 15.71% | 19.32% |
| 5 Year | 16.95% | 20.93% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 1 Year | 15.42% | 11.13% |
| 3 Year | 17.54% | 15.81% |
| 5 Year | 17.36% | 13.89% |
Risk Management
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 12.29% | 13.09% |
| Sharp | 0.94% | 1.25% |
| Beta | 0.94% | 0.95% |
| Alpha | 1.71% | 6.23% |
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 | 4.35 | 6.51 |
| Large Cap | 77.37 | 59.12 |
| Small Cap | 9.05 | 14.86 |
| Mid Cap | 9.22 | 19.51 |
Sector Allocation
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Others | 4.35 | 6.51 |
| Petroleum Products | 3.23 | 6.72 |
| IT - Software | 8.46 | 7.13 |
| Construction | 5.25 | 0.38 |
| Banks | 27.48 | 22.69 |
| Pharmaceuticals & Biotechnology | 3.09 | 5.5 |
| Cement & Cement Products | 3.96 | 2.82 |
| Ferrous Metals | 1.14 | 3.57 |
| Automobiles | 3.25 | 4.45 |
| Finance | 1.64 | 3.78 |
| Telecom - Services | 5.45 | 3.4 |
| Gas | 1.48 | 2.99 |
| Industrial Products | 2.02 | 4.63 |
| Agricultural Food & other Products | 1.84 | - |
| Food Products | 1.18 | - |
| Power | 3.51 | 2.32 |
| Aerospace & Defense | 2.66 | - |
| Consumer Durables | 2.14 | 3.24 |
| Financial Technology (Fintech) | 1.48 | - |
| Healthcare Services | 2.2 | - |
| Realty | 1.89 | 1.09 |
| Fertilizers & Agrochemicals | 0.79 | 0.7 |
| Transport Services | 0.99 | 0.89 |
| Household Products | 0.8 | - |
| Retailing | 3.65 | 4.25 |
| Leisure Services | 2.25 | 0.56 |
| Beverages | 1.92 | 0.69 |
| Auto Components | 1.62 | 0.41 |
| Commercial Services & Supplies | 0.27 | - |
| Non - Ferrous Metals | - | 1.32 |
| Insurance | - | 2.32 |
| Personal Products | - | 0.7 |
| Capital Markets | - | 1.29 |
| Electrical Equipment | - | 0.61 |
| Diversified FMCG | - | 2.83 |
| Oil | - | 1.37 |
| Industrial Manufacturing | - | 0.33 |
| Chemicals & Petrochemicals | - | 0.51 |
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