Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon Franklin India ELSS Tax Saver Fund-Growth

Invest Now

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

Invest Now

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) ₹6719 Cr ₹29667 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 2.49% 2.72%
6 Month 0.35% 2.97%
1 Year 5.43% 4.71%
3 Year 24.52% 29.6%
5 Year 25.9% 27.89%

SIP Return Analysis

Scheme Name Franklin India ELSS Tax Saver Fund-Growth SBI ELSS Tax Saver Fund - Regular Plan- Growth
6 Month 9.56% 8.72%
1 Year 11.2% 9.86%
3 Year 21.46% 25.61%
5 Year 21.11% 24.58%

Rolling Lumpsum Returns

Scheme Name Franklin India ELSS Tax Saver Fund-Growth SBI ELSS Tax Saver Fund - Regular Plan- Growth
1 Year 15.77% 10.42%
3 Year 16.9% 13.24%
5 Year 17.63% 13.27%

Risk Management

Scheme Name Franklin India ELSS Tax Saver Fund-Growth SBI ELSS Tax Saver Fund - Regular Plan- Growth
Standard Deviation 13.83% 13.09%
Sharp 1.02% 1.36%
Beta 0.94% 0.94%
Alpha 3.91% 7.65%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 1.51 9.14
Large Cap 72.91 61.53
Mid Cap 16.39 18.05
Small Cap 9.19 11.28

Sector Allocation

Scheme Name

Franklin India ELSS Tax Saver Fund-Growth

SBI ELSS Tax Saver Fund - Regular Plan- Growth

Others 2.34 9.14
Energy 3.11 -
Technology 11.29 -
Industrials 11.97 -
Financial Services 29.08 -
Healthcare 6.4 -
Basic Materials 4.87 -
Consumer Cyclical 13.14 -
Communication Services 6.03 -
Utilities 3.79 -
Consumer Defensive 6.25 -
Real Estate 1.73 -
Petroleum Products - 7.08
IT - Software - 9.75
Retailing - 2.39
Cement & Cement Products - 2.02
Construction - 0.35
Non - Ferrous Metals - 1.08
Banks - 22.62
Pharmaceuticals & Biotechnology - 5.72
Healthcare Services - 0.98
Ferrous Metals - 3.05
Insurance - 2.15
Industrial Products - 5.54
Automobiles - 4.39
Personal Products - 0.88
Finance - 2.54
Capital Markets - 1.56
Gas - 3.01
Transport Services - 0.65
Diversified FMCG - 3.2
Electrical Equipment - 0.72
Oil - 1.46
Consumer Durables - 1.01
Telecom - Services - 2
Chemicals & Petrochemicals - 0.54
Fertilizers & Agrochemicals - 0.71
Beverages - 0.92
Leisure Services - 0.75
Realty - 0.76
Power - 3.03

Top Comparisons

Kotak Midcap Fund - Growth Kotak Midcap Fund - Growth

3Y Returns27.51%

VS

HDFC Mid-Cap Fund - Growth Plan HDFC Mid-Cap Fund - Growth Plan

3Y Returns32.77%

Compare Now

BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth

3Y Returns8.41%

VS

LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Growth

3Y Returns7.74%

Compare Now

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

3Y Returns11.83%

VS

PGIM India Balanced Advantage Fund - Regular Growth PGIM India Balanced Advantage Fund - Regular Growth

3Y Returns13.8%

Compare Now

ITI Arbitrage Fund Regular - Growth ITI Arbitrage Fund Regular - Growth

3Y Returns6.16%

VS

ICICI Prudential Equity Arbitrage Fund - Growth ICICI Prudential Equity Arbitrage Fund - Growth

3Y Returns6.92%

Compare Now
Add to Cart Successfully