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) | ₹6438 Cr | ₹2764 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 | 1.91 |
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 | 3.1% | 2.58% |
6 Month | 3.21% | -0.37% |
1 Year | 10.64% | 10.03% |
3 Year | 22.57% | 19.25% |
5 Year | 28.82% | 23.23% |
SIP Return Analysis
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Invesco India ELSS Tax Saver Fund - Growth |
---|---|---|
6 Month | 6.3% | 4.3% |
1 Year | 7.18% | 2.26% |
3 Year | 21.21% | 18.67% |
5 Year | 21.09% | 16.91% |
Rolling Lumpsum Returns
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Invesco India ELSS Tax Saver Fund - Growth |
---|---|---|
1 Year | 16.08% | 13.91% |
3 Year | 16.87% | 14.82% |
5 Year | 17.58% | 15.48% |
Risk Management
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Invesco India ELSS Tax Saver Fund - Growth |
---|---|---|
Standard Deviation | 13.786% | 13% |
Sharp | 0.692% | 0.62% |
Beta | 0.94% | 0.99% |
Alpha | 3.459% | -0.13% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 1.51 | 0.47 |
Large Cap | 72.91 | 49.16 |
Mid Cap | 16.39 | 28.72 |
Small Cap | 9.19 | 21.65 |
Sector Allocation
Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Invesco India ELSS Tax Saver Fund - Growth |
---|---|---|
Others | 2.34 | 0.47 |
Energy | 3.11 | - |
Technology | 11.29 | - |
Industrials | 11.97 | - |
Financial Services | 29.08 | - |
Healthcare | 6.4 | - |
Basic Materials | 4.87 | - |
Consumer Cyclical | 13.14 | - |
Communication Services | 6.03 | - |
Utilities | 3.79 | - |
Consumer Defensive | 6.25 | - |
Real Estate | 1.73 | - |
Petroleum Products | - | 3.17 |
IT - Software | - | 9.22 |
Retailing | - | 5.72 |
Finance | - | 7.26 |
Non - Ferrous Metals | - | 0.42 |
Banks | - | 16.06 |
Electrical Equipment | - | 3.18 |
Automobiles | - | 2.39 |
Aerospace & Defense | - | 1.17 |
Auto Components | - | 4.41 |
Ferrous Metals | - | 0.78 |
Power | - | 1.84 |
Commercial Services & Supplies | - | 1.72 |
Pharmaceuticals & Biotechnology | - | 4.79 |
Beverages | - | 3 |
Construction | - | 0.5 |
Healthcare Equipment & Supplies | - | 2.12 |
Chemicals & Petrochemicals | - | 3.98 |
Food Products | - | 3.05 |
Consumer Durables | - | 8.37 |
Leisure Services | - | 2.88 |
Telecom - Services | - | 2.19 |
Financial Technology (Fintech) | - | 0.73 |
Healthcare Services | - | 1.89 |
Capital Markets | - | 0.85 |
Industrial Products | - | 4.12 |
Industrial Manufacturing | - | 2.72 |
Realty | - | 1 |
Top Comparisons
ITI Focused Equity Fund Regular - Growth
3Y Returns0%
Mahindra Manulife Focused Fund - Regular Plan - Growth
3Y Returns22.46%
PGIM India Equity Savings Fund - Growth Option
3Y Returns7.34%
Tata Equity Savings Fund -Regular Plan-Growth Option
3Y Returns10.38%
Invesco India Largecap Fund - Growth
3Y Returns19.11%
Tata Large Cap Fund -Regular Plan - Growth Option
3Y Returns17.33%
BANDHAN Bond Fund - Medium Term - Regular Plan - Growth
3Y Returns7.41%
Invesco India Medium Duration Fund - Regular - Growth
3Y Returns7.4%