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LIC MF Tax Plan 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 LIC MF ELSS Regular Plan-Growth

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tortoise-icon LIC MF ELSS Tax Saver - Regular Plan - 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 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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