Franklin India ELSS Tax Saver Fund vs SBI Long Term Equity Fund compare

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tortoise-icon Franklin India ELSS Tax Saver Fund-Growth

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tortoise-icon SBI Long Term Equity Fund - Regular Plan- Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Franklin India ELSS Tax Saver Fund-Growth SBI Long Term Equity Fund - Regular Plan- Growth
Fund Franklin India ELSS Tax Saver Fund-Growth SBI Long Term Equity Fund - Regular Plan- Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5962 Cr ₹18715 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 05 Apr 1999 31 Mar 1993
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI S&P BSE 500 TRI
Turn Over 20.34% 15%
Expense Ratio 1.84 1.67
Manager R Janakiraman Dinesh Balachandran
ISIN Code INF090I01775 INF200K01495
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Franklin India ELSS Tax Saver Fund-Growth SBI Long Term Equity Fund - Regular Plan- Growth
1 Month 5.55% 5.18%
6 Month 19.68% 26.76%
1 Year 46.72% 57.52%
3 Year 22.59% 28.58%
5 Year 20.67% 25.06%

SIP Return Analysis

Scheme Name Franklin India ELSS Tax Saver Fund-Growth SBI Long Term Equity Fund - Regular Plan- Growth
6 Month - -
1 Year 17.96% 24.14%
3 Year 44.21% 61.1%
5 Year 84.65% 108.17%

Rolling Lumpsum Returns

Scheme Name Franklin India ELSS Tax Saver Fund-Growth SBI Long Term Equity Fund - Regular Plan- Growth
1 Year 24.42% 27.83%
3 Year 63.26% 76.83%
5 Year 92.84% 116.62%

Risk Management

Scheme Name Franklin India ELSS Tax Saver Fund-Growth SBI Long Term Equity Fund - Regular Plan- Growth
Standard Deviation 12.29% 13.09%
Sharp 1.13% 1.42%
Beta 0.93% 0.98%
Alpha 2.53% 3.02%

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Fund Managers

Scheme Name Franklin India ELSS Tax Saver Fund-Growth SBI Long Term Equity Fund - Regular Plan- Growth
Name R Janakiraman Dinesh Balachandran
Total AUM ₹50034 Cr ₹69808 Cr
Fund Manage 8 4
Franklin India ELSS Tax Saver Fund-Growth SBI Long Term Equity Fund - Regular Plan- Growth

Market Cap

Scheme Name

Franklin India ELSS Tax Saver Fund-Growth

SBI Long Term Equity Fund - Regular Plan- Growth

Large Cap 72.54 52.27
Others 5.99 11
Small Cap 6.53 14.68
Mid Cap 14.96 22.05

Sector Allocation

Scheme Name

Franklin India ELSS Tax Saver Fund-Growth

SBI Long Term Equity Fund - Regular Plan- Growth

Financial 26.05 20.96
Communication 5.41 3.2
Construction 5.79 1.76
Technology 8.68 5.41
Others 4.3 9.03
Energy 9.46 15.89
Consumer Staples 6.77 2.64
Capital Goods 7.84 9
Materials 5.4 2.39
Services 6.39 3.69
Consumer Discretionary 3.32 0.58
Automobile 4.57 7.87
Healthcare 3.77 7.61
Textiles 1.5 -
Insurance 0.77 3
Metals & Mining - 5.52
Chemicals - 1.45

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