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) | ₹6883 Cr | ₹2911 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 | -2.23% | -2.32% |
6 Month | 6.06% | 4.24% |
1 Year | -0.6% | -1% |
3 Year | 20.51% | 18.09% |
5 Year | 24.7% | 19.53% |
SIP Return Analysis
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Invesco India ELSS Tax Saver Fund - Growth |
---|---|---|
6 Month | 4.4% | 6.63% |
1 Year | 5.34% | 6.62% |
3 Year | 18.61% | 18.26% |
5 Year | 19.38% | 16.61% |
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 | 13.19% | 13% |
Sharp | 1.27% | 1.1% |
Beta | 0.93% | 0.98% |
Alpha | 4.20% | 0.54% |
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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 | 5.12 | 8.27 |
Large Cap | 73.82 | 41.36 |
Small Cap | 8.75 | 22.14 |
Mid Cap | 12.32 | 28.23 |
Sector Allocation
Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Invesco India ELSS Tax Saver Fund - Growth |
---|---|---|
Others | 4.86 | 1.04 |
Energy | 3.21 | 2.14 |
Technology | 9.25 | 11.04 |
Industrials | 11.93 | 14.96 |
Financial Services | 30.38 | 23.86 |
Healthcare | 6.53 | 8.75 |
Basic Materials | 5.48 | 5.78 |
Consumer Cyclical | 11.21 | 23.04 |
Communication Services | 5.05 | 2.36 |
Utilities | 4.97 | 1.74 |
Consumer Defensive | 5.23 | 3.54 |
Real Estate | 1.9 | 1.75 |
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