SBI Long Term Equity Fund vs Franklin India ELSS Tax Saver Fund compare
Franklin India ELSS Tax Saver Fund-Growth
SBI ELSS Tax Saver Fund - Regular Plan- Growth
Chart Comparison
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% |
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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 |
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