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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 | 1.16% | 1.38% |
| 6 Month | 3.93% | 5.91% |
| 1 Year | 1.98% | 2.04% |
| 3 Year | 17.53% | 22.62% |
| 5 Year | 22.2% | 24.44% |
SIP Return Analysis
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 6 Month | 3.11% | 3.19% |
| 1 Year | 11.19% | 12.08% |
| 3 Year | 16.32% | 19.54% |
| 5 Year | 17.24% | 20.94% |
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 | 12.55% | 13.09% |
| Sharp | 0.87% | 1.28% |
| Beta | 0.94% | 0.96% |
| Alpha | 2.12% | 6.79% |
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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