HDFC ELSS Tax saver Fund vs Franklin India ELSS Tax Saver Fund compare
Franklin India ELSS Tax Saver Fund-Growth
HDFC ELSS Tax saver Fund - Growth Plan
Chart Comparison
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) | ₹6537 Cr | ₹16525 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 | 0.68% | 1.15% |
6 Month | 8.26% | 10.52% |
1 Year | -1.01% | 5.56% |
3 Year | 19.7% | 23.25% |
5 Year | 23.73% | 25.82% |
SIP Return Analysis
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | HDFC ELSS Tax saver Fund - Growth Plan |
---|---|---|
6 Month | 0.7% | 2.88% |
1 Year | 7.73% | 15.07% |
3 Year | 15.71% | 19.91% |
5 Year | 16.95% | 20.91% |
Rolling Lumpsum Returns
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | HDFC ELSS Tax saver Fund - Growth Plan |
---|---|---|
1 Year | 15.33% | 16.69% |
3 Year | 17.1% | 15.49% |
5 Year | 17.74% | 15.17% |
Risk Management
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | HDFC ELSS Tax saver Fund - Growth Plan |
---|---|---|
Standard Deviation | 12.69% | 11.34% |
Sharp | 0.90% | 1.25% |
Beta | 0.96% | 0.86% |
Alpha | 2.93% | 6.51% |
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 | 4.27 | 7.15 |
Large Cap | 73.67 | 77.84 |
Small Cap | 9.19 | 11.01 |
Mid Cap | 12.87 | 4 |
Sector Allocation
Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
HDFC ELSS Tax saver Fund - Growth Plan |
---|---|---|
Others | 3.93 | 6.56 |
Energy | 3.06 | 1.15 |
Technology | 8.57 | 5.18 |
Industrials | 12.02 | 5.72 |
Financial Services | 30.2 | 41.13 |
Healthcare | 7.02 | 10.02 |
Basic Materials | 5.82 | 5.76 |
Consumer Cyclical | 12.11 | 17.51 |
Communication Services | 5.22 | 4.51 |
Utilities | 4.91 | 1.67 |
Consumer Defensive | 5.38 | 0.79 |
Real Estate | 1.78 | 0 |
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