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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) | ₹6537 Cr | ₹29937 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 | 1.17% | 1.85% |
| 6 Month | 12.99% | 11.92% |
| 1 Year | -3.18% | -2.59% |
| 3 Year | 17.7% | 22.95% |
| 5 Year | 23.5% | 24.84% |
SIP Return Analysis
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 6 Month | 1.95% | 2.9% |
| 1 Year | 6.6% | 8.07% |
| 3 Year | 16.46% | 20.51% |
| 5 Year | 17.54% | 21.45% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 1 Year | 15.44% | 10.2% |
| 3 Year | 17.01% | 13.51% |
| 5 Year | 17.69% | 13.34% |
Risk Management
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 12.80% | 13.09% |
| Sharp | 0.84% | 1.18% |
| Beta | 0.95% | 0.96% |
| Alpha | 3.90% | 6.98% |
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 | 4.93 | 7.8 |
| Large Cap | 73.57 | 61.91 |
| Small Cap | 9.01 | 12.03 |
| Mid Cap | 12.49 | 18.26 |
Sector Allocation
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Others | 4.61 | 6.26 |
| Energy | 3.05 | 9.03 |
| Technology | 8.54 | 7.83 |
| Industrials | 11.91 | 8.45 |
| Financial Services | 30.67 | 29.46 |
| Healthcare | 6.9 | 7.59 |
| Basic Materials | 5.56 | 10.03 |
| Consumer Cyclical | 11.95 | 9.31 |
| Communication Services | 4.88 | 1.94 |
| Utilities | 4.96 | 4.47 |
| Consumer Defensive | 5.13 | 4.53 |
| Real Estate | 1.83 | 1.1 |
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