Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Franklin India ELSS Tax Saver Fund vs Tata ELSS Tax Saver Fund compare

Link copied to clipboard!

tortoise-icon Franklin India ELSS Tax Saver Fund-Growth

Invest Now

tortoise-icon Tata ELSS Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

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

Overview

Scheme Name Franklin India ELSS Tax Saver Fund-Growth Tata ELSS Fund - Regular Plan - Growth Option
Fund Franklin India ELSS Tax Saver Fund-Growth Tata ELSS Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Average
Asset Size (Cr) ₹6537 Cr ₹4472 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 10 Apr 1999 13 Oct 2014
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 20.34% 20%
Expense Ratio 1.81 1.82
Manager R Janakiraman Sailesh Jain
ISIN Code INF090I01775 INF277K01I52
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Franklin India ELSS Tax Saver Fund-Growth Tata ELSS Fund - Regular Plan - Growth Option
1 Month 1.94% 2.2%
6 Month 12.61% 13.02%
1 Year -3.19% -2.88%
3 Year 17.68% 14.23%
5 Year 23.83% 19.76%

SIP Return Analysis

Scheme Name Franklin India ELSS Tax Saver Fund-Growth Tata ELSS Fund - Regular Plan - Growth Option
6 Month 1.95% 2.82%
1 Year 6.6% 7.24%
3 Year 16.46% 13.99%
5 Year 17.54% 14.86%

Rolling Lumpsum Returns

Scheme Name Franklin India ELSS Tax Saver Fund-Growth Tata ELSS Fund - Regular Plan - Growth Option
1 Year 15.44% 13.05%
3 Year 17.01% 14.97%
5 Year 17.69% 13.83%

Risk Management

Scheme Name Franklin India ELSS Tax Saver Fund-Growth Tata ELSS Fund - Regular Plan - Growth Option
Standard Deviation 12.80% 13.41%
Sharp 0.84% 0.56%
Beta 0.95% 0.97%
Alpha 3.90% 0.41%

Fund Managers

Scheme Name Franklin India ELSS Tax Saver Fund-Growth Tata ELSS Fund - Regular Plan - Growth Option
Name R Janakiraman Sailesh Jain
Total AUM ₹50034 Cr ₹17041 Cr
Funds Managed 8 7
Franklin India ELSS Tax Saver Fund-Growth Tata ELSS Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Franklin India ELSS Tax Saver Fund-Growth

Tata ELSS Fund - Regular Plan - Growth Option
Others 4.93 8.42
Large Cap 73.57 59.84
Small Cap 9.01 21.73
Mid Cap 12.49 10.01

Sector Allocation

Scheme Name

Franklin India ELSS Tax Saver Fund-Growth

Tata ELSS Fund - Regular Plan - Growth Option
Others 4.61 4.55
Energy 3.05 5.27
Technology 8.54 6.27
Industrials 11.91 14.5
Financial Services 30.67 34.15
Healthcare 6.9 3.38
Basic Materials 5.56 7.14
Consumer Cyclical 11.95 13.87
Communication Services 4.88 4.22
Utilities 4.96 2.51
Consumer Defensive 5.13 1.76
Real Estate 1.83 2.4

Top Comparisons

HDFC Value Fund - Growth Plan HDFC Value Fund - Growth Plan

3Y Returns18.22%

VS

Quant Value Fund Regular - Growth Quant Value Fund Regular - Growth

3Y Returns19.7%

Compare Now

DSP Gilt Fund - Regular Plan - Growth DSP Gilt Fund - Regular Plan - Growth

3Y Returns7.29%

VS

LIC MF GILT FUND-Growth LIC MF GILT FUND-Growth

3Y Returns5.8%

Compare Now

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

3Y Returns20.02%

VS

Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

3Y Returns20.39%

Compare Now

ITI Balanced Advantage Fund Regular - Growth ITI Balanced Advantage Fund Regular - Growth

3Y Returns11.47%

VS

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

3Y Returns11.49%

Compare Now
Close
Popup Image
Welcome Back
Forgot Password?
Show Password
Register for Exclusive Access!
Show Password
Something Went Wrong...! Try Again.
Forgot Password?
Add to Cart Successfully