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) | ₹6531 Cr | ₹1087 Cr | ₹1087 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 | 0.64% | -0.52% | -0.52% |
6 Month | 6.97% | 5.11% | 5.11% |
1 Year | 0.22% | -0.26% | -0.26% |
3 Year | 19.54% | 15.75% | 15.75% |
5 Year | 23.77% | 18.31% | 18.31% |
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 | 1.62% | 0.99% | 0.99% |
1 Year | 9.41% | 7% | 7% |
3 Year | 16.31% | 14.33% | 14.33% |
5 Year | 17.39% | 14.29% | 14.29% |
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 | 15.33% | 12.25% | 12.25% |
3 Year | 17.1% | 13.22% | 13.22% |
5 Year | 17.74% | 12.03% | 12.03% |
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 | 12.69% | 12.54% | 12.54% |
Sharp | 0.90% | 0.63% | 0.63% |
Beta | 0.96% | 0.86% | 0.86% |
Alpha | 2.93% | 0.33% | 0.33% |
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 | 5.08 | 2.49 | 2.49 |
Large Cap | 73.64 | 63.78 | 63.78 |
Small Cap | 8.83 | 17.84 | 17.84 |
Mid Cap | 12.46 | 15.89 | 15.89 |
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 | 4.75 | 1.45 | 1.45 |
Energy | 3.08 | 2.21 | 2.21 |
Technology | 8.34 | 6.46 | 6.46 |
Industrials | 12.56 | 15.72 | 15.72 |
Financial Services | 30.44 | 30.1 | 30.1 |
Healthcare | 6.76 | 7.36 | 7.36 |
Basic Materials | 5.79 | 6.8 | 6.8 |
Consumer Cyclical | 11.04 | 18.5 | 18.5 |
Communication Services | 5.21 | 1.33 | 1.33 |
Utilities | 5.07 | - | - |
Consumer Defensive | 5.22 | 9.82 | 9.82 |
Real Estate | 1.75 | 0.24 | 0.24 |
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