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) | ₹6438 Cr | ₹749 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 | 1.7% | 0.85% |
6 Month | -3.15% | -2.88% |
1 Year | 6.95% | 6.53% |
3 Year | 23.72% | 17.06% |
5 Year | 26.31% | 22.42% |
SIP Return Analysis
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 6.97% | 5.9% |
1 Year | 5.74% | 5.97% |
3 Year | 19.52% | 13.42% |
5 Year | 20% | 15.05% |
Rolling Lumpsum Returns
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 15.77% | 13.11% |
3 Year | 16.9% | 14.36% |
5 Year | 17.63% | 14.86% |
Risk Management
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.786% | 12.863% |
Sharp | 0.692% | 0.332% |
Beta | 0.94% | 0.854% |
Alpha | 3.459% | -1.233% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 1.51 | 3.45 |
Large Cap | 72.91 | 61.08 |
Mid Cap | 16.39 | 22.44 |
Small Cap | 9.19 | 13.04 |
Sector Allocation
Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.34 | 3.41 |
Energy | 3.11 | 5.97 |
Technology | 11.29 | 12.35 |
Industrials | 11.97 | 13.28 |
Financial Services | 29.08 | 26.74 |
Healthcare | 6.4 | 11.12 |
Basic Materials | 4.87 | 7.34 |
Consumer Cyclical | 13.14 | 9.53 |
Communication Services | 6.03 | 3.68 |
Utilities | 3.79 | - |
Consumer Defensive | 6.25 | 6.12 |
Real Estate | 1.73 | 0.47 |
Top Comparisons
ITI Banking and PSU Fund Regular - Growth
3Y Returns7.05%
Tata Banking & PSU Debt Fund-Regular Plan-Growth
3Y Returns4.96%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns14.85%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns14.85%
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
3Y Returns18.57%
Axis Global Innovation Fund of Fund - Regular Plan - Growth
3Y Returns19.28%
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
3Y Returns33.43%
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
3Y Returns25.92%