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) | ₹6719 Cr | ₹1113 Cr | ₹1113 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 | 2.71% | 2.53% | 2.53% |
6 Month | 1.41% | -1.76% | -1.76% |
1 Year | 4.88% | 2.39% | 2.39% |
3 Year | 24.26% | 20.01% | 20.01% |
5 Year | 25.79% | 20.76% | 20.76% |
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 | 8.68% | 6.86% | 6.86% |
1 Year | 10.71% | 7.36% | 7.36% |
3 Year | 20.33% | 17.08% | 17.08% |
5 Year | 20.42% | 16.36% | 16.36% |
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 | 15.77% | 12.54% | 12.54% |
3 Year | 16.9% | 12.99% | 12.99% |
5 Year | 17.63% | 11.88% | 11.88% |
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 | 13.83% | 13.98% | 13.98% |
Sharp | 1.02% | 0.75% | 0.75% |
Beta | 0.94% | 0.88% | 0.88% |
Alpha | 3.91% | 1.00% | 1.00% |
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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 | 5.55 | 4.43 | 4.43 |
Large Cap | 73.34 | 62.14 | 62.14 |
Mid Cap | 12.18 | 15.33 | 15.33 |
Small Cap | 8.93 | 18.1 | 18.1 |
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 | 5.55 | 3.83 | 3.83 |
Energy | 3.12 | 1.97 | 1.97 |
Technology | 9.19 | 7.13 | 7.13 |
Industrials | 11.97 | 15.58 | 15.58 |
Financial Services | 30.35 | 30.06 | 30.06 |
Healthcare | 6.51 | 5.87 | 5.87 |
Basic Materials | 5.19 | 6.54 | 6.54 |
Consumer Cyclical | 11.02 | 17.77 | 17.77 |
Communication Services | 4.77 | 1.25 | 1.25 |
Utilities | 5.02 | - | - |
Consumer Defensive | 5.51 | 9.78 | 9.78 |
Real Estate | 1.78 | 0.23 | 0.23 |
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