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SBI Long Term Equity Fund vs Franklin India ELSS Tax Saver Fund compare

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tortoise-icon Franklin India ELSS Tax Saver Fund-Growth

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tortoise-icon SBI ELSS Tax Saver Fund - Regular Plan- Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Franklin India ELSS Tax Saver Fund-Growth SBI ELSS Tax Saver Fund - Regular Plan- Growth
Fund Franklin India ELSS Tax Saver Fund-Growth SBI ELSS Tax Saver Fund - Regular Plan- Growth
Investment Plan Growth Growth
Level of Risk Very High Average
Asset Size (Cr) ₹6531 Cr ₹30420 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 10 Apr 1999 31 Mar 1993
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI BSE 500 TRI
Turn Over 20.34% 15%
Expense Ratio 1.81 1.59
Manager R Janakiraman Dinesh Balachandran
ISIN Code INF090I01775 INF200K01495
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Franklin India ELSS Tax Saver Fund-Growth SBI ELSS Tax Saver Fund - Regular Plan- Growth
1 Month 0.64% 0.11%
6 Month 6.97% 7.88%
1 Year 0.22% -0.08%
3 Year 19.54% 25.12%
5 Year 23.77% 25.25%

SIP Return Analysis

Scheme Name Franklin India ELSS Tax Saver Fund-Growth SBI ELSS Tax Saver Fund - Regular Plan- Growth
6 Month 1.62% 1.35%
1 Year 9.41% 9.13%
3 Year 16.31% 19.42%
5 Year 17.39% 20.99%

Rolling Lumpsum Returns

Scheme Name Franklin India ELSS Tax Saver Fund-Growth SBI ELSS Tax Saver Fund - Regular Plan- Growth
1 Year 15.33% 10.07%
3 Year 17.1% 13.66%
5 Year 17.74% 13.41%

Risk Management

Scheme Name Franklin India ELSS Tax Saver Fund-Growth SBI ELSS Tax Saver Fund - Regular Plan- Growth
Standard Deviation 12.69% 13.09%
Sharp 0.90% 1.28%
Beta 0.96% 0.96%
Alpha 2.93% 6.79%

Fund Managers

Scheme Name Franklin India ELSS Tax Saver Fund-Growth SBI ELSS Tax Saver Fund - Regular Plan- Growth
Name R Janakiraman Dinesh Balachandran
Total AUM ₹50034 Cr ₹69808 Cr
Funds Managed 8 4
Franklin India ELSS Tax Saver Fund-Growth SBI ELSS Tax Saver Fund - Regular Plan- Growth

Market Cap

Scheme Name

Franklin India ELSS Tax Saver Fund-Growth

SBI ELSS Tax Saver Fund - Regular Plan- Growth

Others 5.08 8.27
Large Cap 73.64 60.68
Small Cap 8.83 12.81
Mid Cap 12.46 18.24

Sector Allocation

Scheme Name

Franklin India ELSS Tax Saver Fund-Growth

SBI ELSS Tax Saver Fund - Regular Plan- Growth

Others 4.75 6.48
Energy 3.08 8.88
Technology 8.34 7.25
Industrials 12.56 7.51
Financial Services 30.44 28.72
Healthcare 6.76 7.32
Basic Materials 5.79 10.8
Consumer Cyclical 11.04 10.25
Communication Services 5.21 3.17
Utilities 5.07 4.26
Consumer Defensive 5.22 4.32
Real Estate 1.75 1.04

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