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Kotak ELSS Tax Saver Fund vs Franklin India ELSS Tax Saver Fund compare

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tortoise-icon Franklin India ELSS Tax Saver Fund-Growth

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tortoise-icon Kotak ELSS Tax Saver Fund-Scheme-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹6438 Cr ₹5893 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 4.01% 3.53%
6 Month -1.93% -4.74%
1 Year 9.12% 2.77%
3 Year 19.35% 15.93%
5 Year 26.52% 23.16%

SIP Return Analysis

Scheme Name Franklin India ELSS Tax Saver Fund-Growth Kotak ELSS Tax Saver Fund-Scheme-Growth
6 Month 1.43% 0.66%
1 Year -1.68% -6.57%
3 Year 19.16% 14.84%
5 Year 20.31% 17.06%

Rolling Lumpsum Returns

Scheme Name Franklin India ELSS Tax Saver Fund-Growth Kotak ELSS Tax Saver Fund-Scheme-Growth
1 Year 16.08% 13.07%
3 Year 16.87% 12.97%
5 Year 17.58% 13.04%

Risk Management

Scheme Name Franklin India ELSS Tax Saver Fund-Growth Kotak ELSS Tax Saver Fund-Scheme-Growth
Standard Deviation 13.786% 13.913%
Sharp 0.692% 0.496%
Beta 0.94% 0.925%
Alpha 3.459% 0.931%

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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 1.51 0.47
Large Cap 72.91 67.49
Mid Cap 16.39 15.72
Small Cap 9.19 16.32

Sector Allocation

Scheme Name

Franklin India ELSS Tax Saver Fund-Growth

Kotak ELSS Tax Saver Fund-Scheme-Growth

Others 2.34 0.4
Energy 3.11 5.98
Technology 11.29 15.12
Industrials 11.97 13.07
Financial Services 29.08 26.37
Healthcare 6.4 4.3
Basic Materials 4.87 9.32
Consumer Cyclical 13.14 9.78
Communication Services 6.03 3.79
Utilities 3.79 6.93
Consumer Defensive 6.25 4.93
Real Estate 1.73 -

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