ITI ELSS Tax Saver Fund Regular vs Franklin India ELSS Tax Saver Fund compare
ITI ELSS Tax Saver Fund Regular - Growth
Franklin India ELSS Tax Saver Fund-Growth
Chart Comparison
Overview
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Franklin India ELSS Tax Saver Fund-Growth |
|---|---|---|
| Fund | ITI ELSS Tax Saver Fund Regular - Growth | Franklin India ELSS Tax Saver Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹409 Cr | ₹6531 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 18 Oct 2019 | 10 Apr 1999 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | % | 20.34% |
| Expense Ratio | 2.32 | 1.81 |
| Manager | Vishal Jajoo | R Janakiraman |
| ISIN Code | INF00XX01374 | INF090I01775 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Franklin India ELSS Tax Saver Fund-Growth |
|---|---|---|
| 1 Month | 1.51% | 1.16% |
| 6 Month | 11.45% | 3.93% |
| 1 Year | 1.57% | 1.98% |
| 3 Year | 19.69% | 17.53% |
| 5 Year | 18.9% | 22.2% |
SIP Return Analysis
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Franklin India ELSS Tax Saver Fund-Growth |
|---|---|---|
| 6 Month | 2.14% | 1.37% |
| 1 Year | 14.34% | 8.66% |
| 3 Year | 17.01% | 15.07% |
| 5 Year | 16.52% | 16.41% |
Rolling Lumpsum Returns
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Franklin India ELSS Tax Saver Fund-Growth |
|---|---|---|
| 1 Year | 16.96% | 15.33% |
| 3 Year | 18.57% | 17.1% |
| 5 Year | 19.32% | 17.74% |
Risk Management
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Franklin India ELSS Tax Saver Fund-Growth |
|---|---|---|
| Standard Deviation | 15.29% | 12.55% |
| Sharp | 0.89% | 0.87% |
| Beta | 1.08% | 0.94% |
| Alpha | 3.36% | 2.12% |
Fund Managers
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Franklin India ELSS Tax Saver Fund-Growth |
|---|---|---|
| Name | Vishal Jajoo | R Janakiraman |
| Total AUM | ₹762 Cr | ₹50034 Cr |
| Funds Managed | 3 | 8 |
| ITI ELSS Tax Saver Fund Regular - Growth | Franklin India ELSS Tax Saver Fund-Growth |
Market Cap
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Franklin India ELSS Tax Saver Fund-Growth |
|---|---|---|
| Others | 9.84 | 5.08 |
| Small Cap | 46.12 | 8.83 |
| Large Cap | 37.42 | 73.64 |
| Mid Cap | 6.62 | 12.46 |
Sector Allocation
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Franklin India ELSS Tax Saver Fund-Growth |
|---|---|---|
| Others | 1.86 | 4.75 |
| Communication Services | 2.59 | 5.21 |
| Consumer Defensive | 2.5 | 5.22 |
| Basic Materials | 9.86 | 5.79 |
| Industrials | 22.31 | 12.56 |
| Financial Services | 33.95 | 30.44 |
| Consumer Cyclical | 8.62 | 11.04 |
| Technology | 6.5 | 8.34 |
| Healthcare | 2.09 | 6.76 |
| Utilities | 6.24 | 5.07 |
| Real Estate | 3.48 | 1.75 |
| Energy | - | 3.08 |
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