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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) | ₹6537 Cr | ₹6201 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 | 1.17% | 2.07% |
| 6 Month | 12.99% | 15.3% |
| 1 Year | -3.18% | -3.74% |
| 3 Year | 17.7% | 15% |
| 5 Year | 23.5% | 20.67% |
SIP Return Analysis
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
|---|---|---|
| 6 Month | 1.95% | 3.22% |
| 1 Year | 6.6% | 8.3% |
| 3 Year | 16.46% | 14.04% |
| 5 Year | 17.54% | 15.5% |
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 | 12.80% | 12.90% |
| Sharp | 0.84% | 0.64% |
| Beta | 0.95% | 0.92% |
| Alpha | 3.90% | 1.52% |
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 | 4.93 | 4.19 |
| Large Cap | 73.57 | 71.77 |
| Small Cap | 9.01 | 7.75 |
| Mid Cap | 12.49 | 16.29 |
Sector Allocation
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
|---|---|---|
| Others | 4.61 | 0.63 |
| Energy | 3.05 | 6.51 |
| Technology | 8.54 | 10.04 |
| Industrials | 11.91 | 12.83 |
| Financial Services | 30.67 | 30.04 |
| Healthcare | 6.9 | 4.43 |
| Basic Materials | 5.56 | 10.18 |
| Consumer Cyclical | 11.95 | 10.34 |
| Communication Services | 4.88 | 4.52 |
| Utilities | 4.96 | 5.73 |
| Consumer Defensive | 5.13 | 4.75 |
| Real Estate | 1.83 | - |
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