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HDFC ELSS Tax saver Fund vs Franklin India ELSS Tax Saver Fund compare

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tortoise-icon Franklin India ELSS Tax Saver Fund-Growth

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tortoise-icon HDFC ELSS Tax saver Fund - Growth Plan

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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 HDFC ELSS Tax saver Fund - Growth Plan
Fund Franklin India ELSS Tax Saver Fund-Growth HDFC ELSS Tax saver Fund - Growth Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6788 Cr ₹17194 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 10 Apr 1999 02 Apr 1996
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 20.34% 36.4%
Expense Ratio 1.81 1.7
Manager R Janakiraman Dhruv Muchhal
ISIN Code INF090I01775 INF179K01BB8
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Franklin India ELSS Tax Saver Fund-Growth HDFC ELSS Tax saver Fund - Growth Plan
1 Month -0.09% -0.32%
6 Month 3.46% 5.61%
1 Year 3.76% 9.97%
3 Year 17.51% 20.49%
5 Year 20.4% 23.66%

SIP Return Analysis

Scheme Name Franklin India ELSS Tax Saver Fund-Growth HDFC ELSS Tax saver Fund - Growth Plan
6 Month 2.45% 2.98%
1 Year 11.3% 15.61%
3 Year 15.71% 19.18%
5 Year 16.95% 20.45%

Rolling Lumpsum Returns

Scheme Name Franklin India ELSS Tax Saver Fund-Growth HDFC ELSS Tax saver Fund - Growth Plan
1 Year 15.45% 16.59%
3 Year 17.55% 16.34%
5 Year 17.36% 15.73%

Risk Management

Scheme Name Franklin India ELSS Tax Saver Fund-Growth HDFC ELSS Tax saver Fund - Growth Plan
Standard Deviation 12.29% 11.22%
Sharp 0.94% 1.21%
Beta 0.94% 0.83%
Alpha 1.71% 5.77%

Fund Managers

Scheme Name Franklin India ELSS Tax Saver Fund-Growth HDFC ELSS Tax saver Fund - Growth Plan
Name R Janakiraman Dhruv Muchhal
Total AUM ₹50034 Cr ₹520687 Cr
Funds Managed 8 40
Franklin India ELSS Tax Saver Fund-Growth HDFC ELSS Tax saver Fund - Growth Plan

Market Cap

Scheme Name

Franklin India ELSS Tax Saver Fund-Growth

HDFC ELSS Tax saver Fund - Growth Plan

Others 5.24 5.97
Large Cap 74.87 78.91
Small Cap 8.76 10.97
Mid Cap 11.13 4.14

Sector Allocation

Scheme Name

Franklin India ELSS Tax Saver Fund-Growth

HDFC ELSS Tax saver Fund - Growth Plan

Others 4.64 5.42
Energy 3.23 1.21
Technology 8.75 5.12
Industrials 12.52 5.64
Financial Services 30.6 42.42
Healthcare 5.44 9.88
Basic Materials 5.89 6.09
Consumer Cyclical 10.86 17.06
Communication Services 5.46 4.65
Utilities 4.98 1.68
Consumer Defensive 5.74 0.83
Real Estate 1.89 -

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