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) | ₹6438 Cr | ₹1093 Cr | ₹1093 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 | 1.7% | 2.4% | 2.4% |
6 Month | -3.15% | -3.53% | -3.53% |
1 Year | 6.95% | 7.34% | 7.34% |
3 Year | 23.72% | 19.89% | 19.89% |
5 Year | 26.31% | 21.38% | 21.38% |
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 | 6.97% | 5.48% | 5.48% |
1 Year | 5.74% | 4.05% | 4.05% |
3 Year | 19.52% | 16.86% | 16.86% |
5 Year | 20% | 16.24% | 16.24% |
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 | 13.786% | 13.827% | 13.827% |
Sharp | 0.692% | 0.433% | 0.433% |
Beta | 0.94% | 0.878% | 0.878% |
Alpha | 3.459% | 0.324% | 0.324% |
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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 | 1.51 | 4.3 | 4.3 |
Large Cap | 72.91 | 63.76 | 63.76 |
Mid Cap | 16.39 | 14.49 | 14.49 |
Small Cap | 9.19 | 17.45 | 17.45 |
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 | 2.34 | 3.55 | 3.55 |
Energy | 3.11 | 1.84 | 1.84 |
Technology | 11.29 | 8.12 | 8.12 |
Industrials | 11.97 | 16.66 | 16.66 |
Financial Services | 29.08 | 28.82 | 28.82 |
Healthcare | 6.4 | 4.27 | 4.27 |
Basic Materials | 4.87 | 6.62 | 6.62 |
Consumer Cyclical | 13.14 | 20.62 | 20.62 |
Communication Services | 6.03 | 1.11 | 1.11 |
Utilities | 3.79 | - | - |
Consumer Defensive | 6.25 | 8.4 | 8.4 |
Real Estate | 1.73 | - | - |
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