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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) | ₹6693 Cr | ₹32609 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 | -2.46% | -1.45% |
| 6 Month | -1.62% | 1.41% |
| 1 Year | 5.68% | 8.16% |
| 3 Year | 18.26% | 23.83% |
| 5 Year | 17.88% | 20.97% |
SIP Return Analysis
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 6 Month | -4.23% | -2.06% |
| 1 Year | -3.87% | 1.04% |
| 3 Year | 9.62% | 13.82% |
| 5 Year | 13.44% | 18.07% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 1 Year | 15.33% | 11.03% |
| 3 Year | 17.55% | 15.97% |
| 5 Year | 17.38% | 13.96% |
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% | 1.31% |
| Beta | 0.94% | 0.95% |
| Alpha | 1.45% | 6.49% |
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 | 8.43 | 10.79 |
| Large Cap | 72.96 | 58.85 |
| Small Cap | 8.15 | 11.91 |
| Mid Cap | 10.45 | 18.44 |
Sector Allocation
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Others | 3.74 | 7.94 |
| Energy | 3.46 | 9.2 |
| Technology | 8.94 | 7.43 |
| Industrials | 13.24 | 6.13 |
| Financial Services | 32.3 | 29.37 |
| Healthcare | 5.31 | 6.54 |
| Basic Materials | 5.41 | 10.16 |
| Consumer Cyclical | 10.54 | 10.72 |
| Communication Services | 4.63 | 3.33 |
| Utilities | 4.82 | 4.09 |
| Consumer Defensive | 6.14 | 4 |
| Real Estate | 1.48 | 1.09 |
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