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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) | ₹6788 Cr | ₹32326 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 | -1.76% | 0.02% |
| 6 Month | 1.81% | 4.45% |
| 1 Year | 0.81% | 4.17% |
| 3 Year | 17.04% | 22.59% |
| 5 Year | 18.88% | 21.73% |
SIP Return Analysis
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 6 Month | -0.21% | 1.37% |
| 1 Year | 6.21% | 9.93% |
| 3 Year | 13.87% | 17.81% |
| 5 Year | 15.89% | 20.19% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 1 Year | 15.38% | 11.11% |
| 3 Year | 17.51% | 15.88% |
| 5 Year | 17.37% | 13.92% |
Risk Management
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 12.29% | 13.09% |
| Sharp | 0.88% | 1.21% |
| Beta | 0.94% | 0.95% |
| Alpha | 1.71% | 6.3% |
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 | 5.24 | 9.93 |
| Large Cap | 74.87 | 59.36 |
| Small Cap | 8.76 | 12.34 |
| Mid Cap | 11.13 | 18.36 |
Sector Allocation
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Others | 4.64 | 7.31 |
| Energy | 3.23 | 9.14 |
| Technology | 8.75 | 7.33 |
| Industrials | 12.52 | 6.68 |
| Financial Services | 30.6 | 29.45 |
| Healthcare | 5.44 | 6.67 |
| Basic Materials | 5.89 | 9.98 |
| Consumer Cyclical | 10.86 | 10.76 |
| Communication Services | 5.46 | 3.35 |
| Utilities | 4.98 | 4.14 |
| Consumer Defensive | 5.74 | 4.02 |
| Real Estate | 1.89 | 1.16 |
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