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 | 2.9% | 2.97% |
| 6 Month | 5.35% | 6.96% |
| 1 Year | 4.47% | 3.86% |
| 3 Year | 18.17% | 23.28% |
| 5 Year | 23.04% | 25.25% |
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 | 6.45 |
| Large Cap | 73.64 | 59.07 |
| Small Cap | 8.83 | 14.55 |
| Mid Cap | 12.46 | 19.93 |
Sector Allocation
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Others | 4.75 | 6.45 |
| Energy | 3.08 | - |
| Technology | 8.34 | - |
| Industrials | 12.56 | - |
| Financial Services | 30.44 | - |
| Healthcare | 6.76 | - |
| Basic Materials | 5.79 | - |
| Consumer Cyclical | 11.04 | - |
| Communication Services | 5.21 | - |
| Utilities | 5.07 | - |
| Consumer Defensive | 5.22 | - |
| Real Estate | 1.75 | - |
| Petroleum Products | - | 6.51 |
| IT - Software | - | 7.24 |
| Retailing | - | 4.27 |
| Cement & Cement Products | - | 3.01 |
| Construction | - | 0.36 |
| Consumer Durables | - | 2.5 |
| Non - Ferrous Metals | - | 1.24 |
| Banks | - | 22.53 |
| Pharmaceuticals & Biotechnology | - | 5.66 |
| Healthcare Services | - | 0.66 |
| Ferrous Metals | - | 3.44 |
| Insurance | - | 2.47 |
| Industrial Products | - | 4.7 |
| Automobiles | - | 4.62 |
| Personal Products | - | 0.77 |
| Finance | - | 3.46 |
| Capital Markets | - | 1.39 |
| Gas | - | 3.07 |
| Transport Services | - | 0.89 |
| Telecom - Services | - | 3.17 |
| Electrical Equipment | - | 0.63 |
| Diversified FMCG | - | 2.83 |
| Oil | - | 1.34 |
| Industrial Manufacturing | - | 0.36 |
| Chemicals & Petrochemicals | - | 0.51 |
| Fertilizers & Agrochemicals | - | 0.87 |
| Beverages | - | 0.72 |
| Auto Components | - | 0.43 |
| Leisure Services | - | 0.61 |
| Realty | - | 1.04 |
| Power | - | 2.25 |
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