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

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

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Franklin India ELSS Tax Saver Fund-Growth

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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)	₹6788 Cr	₹6449 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	-1.92%	-1.74%
6 Month	0.75%	1.51%
1 Year	-1.04%	-2.53%
3 Year	17.08%	14.55%
5 Year	18.83%	16.95%

SIP Return Analysis

Scheme Name	Franklin India ELSS Tax Saver Fund-Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
6 Month	1.49%	1.14%
1 Year	10.47%	11.26%
3 Year	14.67%	12.19%
5 Year	16.07%	14%

Rolling Lumpsum Returns

Scheme Name	Franklin India ELSS Tax Saver Fund-Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
1 Year	15.42%	12.01%
3 Year	17.54%	13.64%
5 Year	17.36%	13.56%

Risk Management

Scheme Name	Franklin India ELSS Tax Saver Fund-Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
Standard Deviation	12.29%	11.32%
Sharp	0.88%	0.73%
Beta	0.94%	0.92%
Alpha	1.71%	0.01%

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	5.24	6.67
Large Cap	74.87	70.66
Small Cap	8.76	6.92
Mid Cap	11.13	15.75

Sector Allocation

Scheme Name	Franklin India ELSS Tax Saver Fund-Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
Others	4.64	1.46
Energy	3.23	6.81
Technology	8.75	9.85
Industrials	12.52	10.36
Financial Services	30.6	30.53
Healthcare	5.44	5.22
Basic Materials	5.89	9.69
Consumer Cyclical	10.86	11.78
Communication Services	5.46	4.4
Utilities	4.98	3.62
Consumer Defensive	5.74	6.27
Real Estate	1.89	-

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