PGIM India ELSS Tax Saver Fund vs Franklin India ELSS Tax Saver Fund compare
Franklin India ELSS Tax Saver Fund-Growth
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Franklin India ELSS Tax Saver Fund-Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6531 Cr | ₹757 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 10 Apr 1999 | 11 Dec 2015 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 20.34% | 24% |
Expense Ratio | 1.81 | 2.25 |
Manager | R Janakiraman | Bhupesh Kalyani |
ISIN Code | INF090I01775 | INF663L01FQ8 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.78% | 0.45% |
6 Month | 7.18% | 7.38% |
1 Year | 0.16% | 4.12% |
3 Year | 19.19% | 13.91% |
5 Year | 23.52% | 19.86% |
SIP Return Analysis
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.62% | 1.99% |
1 Year | 9.41% | 10.67% |
3 Year | 16.31% | 12.52% |
5 Year | 17.39% | 13.55% |
Rolling Lumpsum Returns
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 15.33% | 12.21% |
3 Year | 17.1% | 14.43% |
5 Year | 17.74% | 15.22% |
Risk Management
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.69% | 11.90% |
Sharp | 0.90% | 0.55% |
Beta | 0.96% | 0.87% |
Alpha | 2.93% | -1.09% |
Fund Managers
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Name | R Janakiraman | Bhupesh Kalyani |
Total AUM | ₹50034 Cr | ₹2742 Cr |
Funds Managed | 8 | 13 |
Franklin India ELSS Tax Saver Fund-Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 5.08 | 10.36 |
Large Cap | 73.64 | 56.74 |
Small Cap | 8.83 | 13.13 |
Mid Cap | 12.46 | 19.76 |
Sector Allocation
Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.75 | 4.82 |
Energy | 3.08 | 6.37 |
Technology | 8.34 | 8.2 |
Industrials | 12.56 | 11.43 |
Financial Services | 30.44 | 29.32 |
Healthcare | 6.76 | 10.72 |
Basic Materials | 5.79 | 7.35 |
Consumer Cyclical | 11.04 | 13.04 |
Communication Services | 5.21 | 3.69 |
Utilities | 5.07 | - |
Consumer Defensive | 5.22 | 4.64 |
Real Estate | 1.75 | 0.44 |
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