LIC MF Tax Plan vs Franklin India ELSS Tax Saver Fund compare
Franklin India ELSS Tax Saver Fund-Growth
LIC MF ELSS Regular Plan-Growth
LIC MF ELSS Tax Saver - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
|---|---|---|---|
| Fund | Franklin India ELSS Tax Saver Fund-Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹6788 Cr | ₹1114 Cr | ₹1114 Cr |
| Min Investment | ₹500 | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 | ₹500 |
| Launch Date | 10 Apr 1999 | 17 Apr 2000 | 17 Apr 2000 |
| Category | ELSS | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 20.34% | % | 84% |
| Expense Ratio | 1.81 | 2.13 | 2.13 |
| Manager | R Janakiraman | Karan Doshi | Karan Doshi |
| ISIN Code | INF090I01775 | INF767K01956 | INF767K01956 |
| Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | 0.17% | -1.04% | -1.04% |
| 6 Month | 2.34% | 1.27% | 1.27% |
| 1 Year | 0.14% | -1.91% | -1.91% |
| 3 Year | 16.88% | 14.61% | 14.61% |
| 5 Year | 19.59% | 15.14% | 15.14% |
SIP Return Analysis
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | 2.32% | 0.49% | 0.49% |
| 1 Year | 11.03% | 5.69% | 5.69% |
| 3 Year | 15.05% | 12.17% | 12.17% |
| 5 Year | 16.38% | 12.92% | 12.92% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 15.42% | 12.7% | 12.7% |
| 3 Year | 17.54% | 13.89% | 13.89% |
| 5 Year | 17.36% | 12.56% | 12.56% |
Risk Management
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 12.54% | 12.56% | 12.56% |
| Sharp | 0.81% | 0.67% | 0.67% |
| Beta | 0.94% | 0.87% | 0.87% |
| Alpha | 2.11% | 0.86% | 0.86% |
Fund Managers
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
|---|---|---|---|
| Name | R Janakiraman | Karan Doshi | Karan Doshi |
| Total AUM | ₹50034 Cr | ₹2592 Cr | ₹2592 Cr |
| Funds Managed | 8 | 5 | 5 |
| Franklin India ELSS Tax Saver Fund-Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
Market Cap
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
LIC MF ELSS Regular Plan-Growth |
LIC MF ELSS Tax Saver - Regular Plan - Growth |
|---|---|---|---|
| Others | 4.35 | 1.67 | 2.56 |
| Large Cap | 77.37 | 66.06 | 64.15 |
| Small Cap | 9.05 | 19.15 | 18.26 |
| Mid Cap | 9.22 | 13.12 | 15.02 |
Sector Allocation
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
LIC MF ELSS Regular Plan-Growth |
LIC MF ELSS Tax Saver - Regular Plan - Growth |
|---|---|---|---|
| Others | 4.35 | 1.67 | 1.67 |
| Petroleum Products | 3.23 | 2.34 | - |
| IT - Software | 8.46 | 6.72 | - |
| Construction | 5.25 | 2.5 | - |
| Banks | 27.48 | 22.73 | - |
| Pharmaceuticals & Biotechnology | 3.09 | 5.35 | - |
| Cement & Cement Products | 3.96 | 2.71 | - |
| Ferrous Metals | 1.14 | - | - |
| Automobiles | 3.25 | 6.88 | - |
| Finance | 1.64 | 7.54 | - |
| Telecom - Services | 5.45 | - | - |
| Gas | 1.48 | - | - |
| Industrial Products | 2.02 | 7.3 | - |
| Agricultural Food & other Products | 1.84 | 1.51 | - |
| Food Products | 1.18 | 2.19 | - |
| Power | 3.51 | - | - |
| Aerospace & Defense | 2.66 | - | - |
| Consumer Durables | 2.14 | 4.78 | - |
| Financial Technology (Fintech) | 1.48 | - | - |
| Healthcare Services | 2.2 | 1.75 | - |
| Realty | 1.89 | - | - |
| Fertilizers & Agrochemicals | 0.79 | 3 | - |
| Transport Services | 0.99 | 0.41 | - |
| Household Products | 0.8 | - | - |
| Retailing | 3.65 | 4.78 | - |
| Leisure Services | 2.25 | 1.43 | - |
| Beverages | 1.92 | 1.37 | - |
| Auto Components | 1.62 | 3.55 | - |
| Commercial Services & Supplies | 0.27 | - | - |
| IT - Services | - | 1.29 | - |
| Diversified FMCG | - | 2.9 | - |
| Chemicals & Petrochemicals | - | 3.07 | - |
| Electrical Equipment | - | 1.29 | - |
| Personal Products | - | 0.94 | - |
| Energy | - | - | 2.34 |
| Technology | - | - | 6.71 |
| Communication Services | - | - | 1.29 |
| Industrials | - | - | 15.66 |
| Financial Services | - | - | 30.27 |
| Consumer Defensive | - | - | 9.78 |
| Healthcare | - | - | 7.09 |
| Basic Materials | - | - | 6.9 |
| Consumer Cyclical | - | - | 18.27 |
| Real Estate | - | - | 0 |
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