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) | ₹6719 Cr | ₹29667 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 | 2.49% | 2.72% |
6 Month | 0.35% | 2.97% |
1 Year | 5.43% | 4.71% |
3 Year | 24.52% | 29.6% |
5 Year | 25.9% | 27.89% |
SIP Return Analysis
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
---|---|---|
6 Month | 9.56% | 8.72% |
1 Year | 11.2% | 9.86% |
3 Year | 21.46% | 25.61% |
5 Year | 21.11% | 24.58% |
Rolling Lumpsum Returns
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
---|---|---|
1 Year | 15.77% | 10.42% |
3 Year | 16.9% | 13.24% |
5 Year | 17.63% | 13.27% |
Risk Management
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
---|---|---|
Standard Deviation | 13.83% | 13.09% |
Sharp | 1.02% | 1.36% |
Beta | 0.94% | 0.94% |
Alpha | 3.91% | 7.65% |
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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 | 5.55 | 11.47 |
Large Cap | 73.34 | 61.69 |
Mid Cap | 12.18 | 16.64 |
Small Cap | 8.93 | 10.2 |
Sector Allocation
Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
---|---|---|
Others | 5.55 | 8.24 |
Energy | 3.12 | 9.45 |
Technology | 9.19 | 10.15 |
Industrials | 11.97 | 8.2 |
Financial Services | 30.35 | 27.88 |
Healthcare | 6.51 | 7.43 |
Basic Materials | 5.19 | 8.41 |
Consumer Cyclical | 11.02 | 8.63 |
Communication Services | 4.77 | 1.92 |
Utilities | 5.02 | 4.29 |
Consumer Defensive | 5.51 | 4.66 |
Real Estate | 1.78 | 0.74 |
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