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

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

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Franklin India ELSS Tax Saver Fund-Growth

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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	₹17241 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	-0.31%	0.47%
6 Month	1.63%	4.73%
1 Year	-0.39%	7.25%
3 Year	16.98%	20.35%
5 Year	19.28%	22.49%

SIP Return Analysis

Scheme Name	Franklin India ELSS Tax Saver Fund-Growth	HDFC ELSS Tax saver Fund - Growth Plan
6 Month	1.49%	2.3%
1 Year	10.47%	14.95%
3 Year	14.67%	18.35%
5 Year	16.07%	19.78%

Rolling Lumpsum Returns

Scheme Name	Franklin India ELSS Tax Saver Fund-Growth	HDFC ELSS Tax saver Fund - Growth Plan
1 Year	15.42%	16.54%
3 Year	17.54%	16.35%
5 Year	17.36%	15.75%

Risk Management

Scheme Name	Franklin India ELSS Tax Saver Fund-Growth	HDFC ELSS Tax saver Fund - Growth Plan
Standard Deviation	12.54%	11.17%
Sharp	0.81%	1.12%
Beta	0.94%	0.83%
Alpha	2.11%	5.39%

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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