Kotak ELSS Tax Saver Fund vs Franklin India ELSS Tax Saver Fund compare
Franklin India ELSS Tax Saver Fund-Growth
Kotak ELSS Tax Saver Fund-Scheme-Growth
Chart Comparison
Overview
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
---|---|---|
Fund | Franklin India ELSS Tax Saver Fund-Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6883 Cr | ₹6493 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 10 Apr 1999 | 23 Nov 2005 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 20.34% | 14.27% |
Expense Ratio | 1.81 | 1.77 |
Manager | R Janakiraman | Harsha Upadhyaya |
ISIN Code | INF090I01775 | INF174K01369 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
---|---|---|
1 Month | -3.35% | -2.85% |
6 Month | 4.84% | 5.15% |
1 Year | -1.42% | -4.84% |
3 Year | 19.67% | 16.52% |
5 Year | 24.4% | 21.49% |
SIP Return Analysis
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
---|---|---|
6 Month | 4.4% | 5.36% |
1 Year | 5.34% | 4.78% |
3 Year | 18.61% | 15.3% |
5 Year | 19.38% | 16.77% |
Rolling Lumpsum Returns
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
---|---|---|
1 Year | 15.44% | 12.35% |
3 Year | 17.01% | 13.3% |
5 Year | 17.69% | 13.28% |
Risk Management
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
---|---|---|
Standard Deviation | 13.19% | 13.43% |
Sharp | 1.27% | 1.06% |
Beta | 0.93% | 0.92% |
Alpha | 4.20% | 1.81% |
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Fund Managers
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
---|---|---|
Name | R Janakiraman | Harsha Upadhyaya |
Total AUM | ₹50034 Cr | ₹139411 Cr |
Funds Managed | 8 | 11 |
Franklin India ELSS Tax Saver Fund-Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
Market Cap
Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
---|---|---|
Others | 5.12 | 3.84 |
Large Cap | 73.82 | 71.77 |
Small Cap | 8.75 | 7.73 |
Mid Cap | 12.32 | 16.66 |
Sector Allocation
Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
---|---|---|
Others | 4.86 | 0.26 |
Energy | 3.21 | 6.66 |
Technology | 9.25 | 10.65 |
Industrials | 11.93 | 13.24 |
Financial Services | 30.38 | 30.17 |
Healthcare | 6.53 | 4.37 |
Basic Materials | 5.48 | 10.26 |
Consumer Cyclical | 11.21 | 9.37 |
Communication Services | 5.05 | 4.66 |
Utilities | 4.97 | 5.77 |
Consumer Defensive | 5.23 | 4.61 |
Real Estate | 1.9 | - |
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