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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) | ₹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 | 4.01% | 3.42% |
| 6 Month | -1.93% | -6.04% |
| 1 Year | 9.12% | 6.83% |
| 3 Year | 19.35% | 15.21% |
| 5 Year | 26.52% | 20.74% |
SIP Return Analysis
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 6 Month | 1.43% | -0.26% |
| 1 Year | -1.68% | -4.98% |
| 3 Year | 19.16% | 16.79% |
| 5 Year | 20.31% | 16.08% |
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% | 0.37% |
| Beta | 0.94% | 1% |
| Alpha | 3.459% | -1.27% |
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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 | 2.19 |
| Large Cap | 72.91 | 49.67 |
| Mid Cap | 16.39 | 28.1 |
| Small Cap | 9.19 | 20.03 |
Sector Allocation
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Others | 2.34 | 0.82 |
| Energy | 3.11 | 3.02 |
| Technology | 11.29 | 11.8 |
| Industrials | 11.97 | 15.73 |
| Financial Services | 29.08 | 24.73 |
| Healthcare | 6.4 | 10.1 |
| Basic Materials | 4.87 | 6 |
| Consumer Cyclical | 13.14 | 17.09 |
| Communication Services | 6.03 | 2.08 |
| Utilities | 3.79 | 1.7 |
| Consumer Defensive | 6.25 | 6.21 |
| Real Estate | 1.73 | 0.72 |
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