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) | ₹6788 Cr | ₹782 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 | 0.17% | -0.17% |
| 6 Month | 2.34% | 2.32% |
| 1 Year | 0.14% | 0.63% |
| 3 Year | 16.88% | 11.45% |
| 5 Year | 19.59% | 16.58% |
SIP Return Analysis
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.32% | 1.05% |
| 1 Year | 11.03% | 8.9% |
| 3 Year | 15.05% | 10.71% |
| 5 Year | 16.38% | 12.05% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.42% | 11.59% |
| 3 Year | 17.54% | 14.18% |
| 5 Year | 17.36% | 15.48% |
Risk Management
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.54% | 11.72% |
| Sharp | 0.81% | 0.46% |
| Beta | 0.94% | 0.84% |
| Alpha | 2.11% | -1.85% |
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 | 4.35 | 9.61 |
| Large Cap | 77.37 | 57.22 |
| Small Cap | 9.05 | 13.7 |
| Mid Cap | 9.22 | 19.48 |
Sector Allocation
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.35 | 2.62 |
| Petroleum Products | 3.23 | - |
| IT - Software | 8.46 | - |
| Construction | 5.25 | - |
| Banks | 27.48 | - |
| Pharmaceuticals & Biotechnology | 3.09 | - |
| Cement & Cement Products | 3.96 | - |
| Ferrous Metals | 1.14 | - |
| Automobiles | 3.25 | - |
| Finance | 1.64 | - |
| Telecom - Services | 5.45 | - |
| Gas | 1.48 | - |
| Industrial Products | 2.02 | - |
| Agricultural Food & other Products | 1.84 | - |
| Food Products | 1.18 | - |
| Power | 3.51 | - |
| Aerospace & Defense | 2.66 | - |
| Consumer Durables | 2.14 | - |
| Financial Technology (Fintech) | 1.48 | - |
| Healthcare Services | 2.2 | - |
| Realty | 1.89 | - |
| Fertilizers & Agrochemicals | 0.79 | - |
| Transport Services | 0.99 | - |
| Household Products | 0.8 | - |
| Retailing | 3.65 | - |
| Leisure Services | 2.25 | - |
| Beverages | 1.92 | - |
| Auto Components | 1.62 | - |
| Commercial Services & Supplies | 0.27 | - |
| Energy | - | 6.72 |
| Technology | - | 9.11 |
| Industrials | - | 11.52 |
| Consumer Cyclical | - | 12.66 |
| Healthcare | - | 11.49 |
| Financial Services | - | 29.51 |
| Basic Materials | - | 7.27 |
| Consumer Defensive | - | 4.74 |
| Real Estate | - | 0.46 |
| Communication Services | - | 3.9 |
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