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 | 0.62% | -0.67% | -0.67% |
| 6 Month | 2.36% | 1.38% | 1.38% |
| 1 Year | 6.55% | 4.35% | 4.35% |
| 3 Year | 18.01% | 15.62% | 15.62% |
| 5 Year | 20.64% | 15.99% | 15.99% |
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 | 1.83% | 0.24% | 0.24% |
| 1 Year | 10.22% | 5.71% | 5.71% |
| 3 Year | 15.63% | 12.99% | 12.99% |
| 5 Year | 16.73% | 13.39% | 13.39% |
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 | 15.56% | 12.77% | 12.77% |
| 3 Year | 17.53% | 13.83% | 13.83% |
| 5 Year | 17.34% | 12.53% | 12.53% |
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 | 12.55% | 12.58% | 12.58% |
| Sharp | 0.87% | 0.66% | 0.66% |
| Beta | 0.94% | 0.86% | 0.86% |
| Alpha | 2.12% | 0.16% | 0.16% |
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 | 5.24 | 2.56 | 2.56 |
| Large Cap | 74.87 | 64.15 | 64.15 |
| Small Cap | 8.76 | 18.26 | 18.26 |
| Mid Cap | 11.13 | 15.02 | 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 | 4.64 | 1.67 | 1.67 |
| Energy | 3.23 | 2.34 | 2.34 |
| Technology | 8.75 | 6.71 | 6.71 |
| Industrials | 12.52 | 15.66 | 15.66 |
| Financial Services | 30.6 | 30.27 | 30.27 |
| Healthcare | 5.44 | 7.09 | 7.09 |
| Basic Materials | 5.89 | 6.9 | 6.9 |
| Consumer Cyclical | 10.86 | 18.27 | 18.27 |
| Communication Services | 5.46 | 1.29 | 1.29 |
| Utilities | 4.98 | - | - |
| Consumer Defensive | 5.74 | 9.78 | 9.78 |
| Real Estate | 1.89 | 0 | 0 |
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