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) | ₹6719 Cr | ₹4582 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 | 2.71% | 2.89% |
6 Month | 1.41% | 0.87% |
1 Year | 4.88% | 2.78% |
3 Year | 24.26% | 20.69% |
5 Year | 25.79% | 22.2% |
SIP Return Analysis
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Tata ELSS Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 9.56% | 9.83% |
1 Year | 11.2% | 9.95% |
3 Year | 21.46% | 17.79% |
5 Year | 21.11% | 17.67% |
Rolling Lumpsum Returns
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Tata ELSS Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 15.77% | 13.57% |
3 Year | 16.9% | 14.8% |
5 Year | 17.63% | 13.66% |
Risk Management
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Tata ELSS Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.83% | 14.43% |
Sharp | 1.02% | 0.77% |
Beta | 0.94% | 0.97% |
Alpha | 3.91% | 0.64% |
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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 | 5.55 | 7.2 |
Large Cap | 73.34 | 61.49 |
Mid Cap | 12.18 | 9.9 |
Small Cap | 8.93 | 21.41 |
Sector Allocation
Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Tata ELSS Fund - Regular Plan - Growth Option |
---|---|---|
Others | 5.55 | 5.4 |
Energy | 3.12 | 5.44 |
Technology | 9.19 | 6.67 |
Industrials | 11.97 | 13.79 |
Financial Services | 30.35 | 34.16 |
Healthcare | 6.51 | 3.25 |
Basic Materials | 5.19 | 6.69 |
Consumer Cyclical | 11.02 | 14.48 |
Communication Services | 4.77 | 4.1 |
Utilities | 5.02 | 2.51 |
Consumer Defensive | 5.51 | 0.99 |
Real Estate | 1.78 | 2.5 |
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