Franklin India ELSS Tax Saver Fund vs Tata ELSS Tax Saver Fund compare
Franklin India ELSS Tax Saver Fund-Growth
Tata ELSS Fund - Regular Plan - Growth Option
Chart Comparison
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 | ₹4550 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 | 0.68% | 0.78% |
6 Month | 8.26% | 9.95% |
1 Year | -1.01% | -1.88% |
3 Year | 19.7% | 16.62% |
5 Year | 23.73% | 19.7% |
SIP Return Analysis
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Tata ELSS Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 0.7% | 1.91% |
1 Year | 7.73% | 9.73% |
3 Year | 15.71% | 13.83% |
5 Year | 16.95% | 14.67% |
Rolling Lumpsum Returns
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Tata ELSS Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 15.33% | 12.85% |
3 Year | 17.1% | 14.94% |
5 Year | 17.74% | 13.91% |
Risk Management
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Tata ELSS Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.69% | 13.24% |
Sharp | 0.90% | 0.68% |
Beta | 0.96% | 0.98% |
Alpha | 2.93% | 0.32% |
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 | 4.27 | 8.61 |
Large Cap | 73.67 | 60.01 |
Small Cap | 9.19 | 21.24 |
Mid Cap | 12.87 | 10.14 |
Sector Allocation
Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Tata ELSS Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.93 | 4.62 |
Energy | 3.06 | 5.31 |
Technology | 8.57 | 6.33 |
Industrials | 12.02 | 14.3 |
Financial Services | 30.2 | 33.62 |
Healthcare | 7.02 | 3.33 |
Basic Materials | 5.82 | 7.26 |
Consumer Cyclical | 12.11 | 14.27 |
Communication Services | 5.22 | 4.28 |
Utilities | 4.91 | 2.53 |
Consumer Defensive | 5.38 | 1.89 |
Real Estate | 1.78 | 2.26 |
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