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Invesco India ELSS Tax Saver Fund vs Franklin India ELSS Tax Saver Fund compare
Franklin India ELSS Tax Saver Fund-Growth
Invesco India ELSS Tax Saver Fund - Growth
Chart Comparison
Overview
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Fund | Franklin India ELSS Tax Saver Fund-Growth | Invesco India ELSS Tax Saver Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6537 Cr | ₹2787 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 10 Apr 1999 | 29 Dec 2006 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 |
| Turn Over | 20.34% | 69% |
| Expense Ratio | 1.81 | 1.93 |
| Manager | R Janakiraman | Dhimant Kothari |
| ISIN Code | INF090I01775 | INF205K01270 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 1 Month | 1.17% | 3.76% |
| 6 Month | 12.99% | 16.52% |
| 1 Year | -3.18% | -3.16% |
| 3 Year | 17.7% | 16.61% |
| 5 Year | 23.5% | 18.65% |
SIP Return Analysis
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 6 Month | 1.95% | 4.27% |
| 1 Year | 6.6% | 9.48% |
| 3 Year | 16.46% | 16.87% |
| 5 Year | 17.54% | 15.54% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 1 Year | 15.44% | 13.26% |
| 3 Year | 17.01% | 14.85% |
| 5 Year | 17.69% | 15.63% |
Risk Management
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Standard Deviation | 12.80% | 13% |
| Sharp | 0.84% | 0.74% |
| Beta | 0.95% | 1% |
| Alpha | 3.90% | 1.03% |
Fund Managers
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Name | R Janakiraman | Dhimant Kothari |
| Total AUM | ₹50034 Cr | ₹8118 Cr |
| Funds Managed | 8 | 7 |
| Franklin India ELSS Tax Saver Fund-Growth | Invesco India ELSS Tax Saver Fund - Growth |
Market Cap
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Others | 4.93 | 9.25 |
| Large Cap | 73.57 | 39.81 |
| Small Cap | 9.01 | 21.7 |
| Mid Cap | 12.49 | 29.24 |
Sector Allocation
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Others | 4.61 | 0.72 |
| Energy | 3.05 | 0.9 |
| Technology | 8.54 | 10.96 |
| Industrials | 11.91 | 15.06 |
| Financial Services | 30.67 | 23.32 |
| Healthcare | 6.9 | 8.23 |
| Basic Materials | 5.56 | 5.51 |
| Consumer Cyclical | 11.95 | 23.25 |
| Communication Services | 4.88 | 2.31 |
| Utilities | 4.96 | 1.79 |
| Consumer Defensive | 5.13 | 3.4 |
| Real Estate | 1.83 | 4.56 |
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