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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 | -0.31% | 0.39% |
| 6 Month | 1.63% | 3.1% |
| 1 Year | -0.39% | 2.03% |
| 3 Year | 16.98% | 22.43% |
| 5 Year | 19.28% | 22.27% |
SIP Return Analysis
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 6 Month | 1.49% | 2.31% |
| 1 Year | 10.47% | 12.85% |
| 3 Year | 14.67% | 18.21% |
| 5 Year | 16.07% | 20.1% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 1 Year | 15.42% | 11.13% |
| 3 Year | 17.54% | 15.81% |
| 5 Year | 17.36% | 13.89% |
Risk Management
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 12.54% | 13.03% |
| Sharp | 0.81% | 1.15% |
| Beta | 0.94% | 0.95% |
| Alpha | 2.11% | 6.70% |
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 | 8.9 |
| Large Cap | 74.87 | 60.04 |
| Small Cap | 8.76 | 13.18 |
| Mid Cap | 11.13 | 17.88 |
Sector Allocation
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Others | 4.64 | 7.17 |
| Energy | 3.23 | 9.1 |
| Technology | 8.75 | 7.13 |
| Industrials | 12.52 | 7.41 |
| Financial Services | 30.6 | 28.81 |
| Healthcare | 5.44 | 6.54 |
| Basic Materials | 5.89 | 10.67 |
| Consumer Cyclical | 10.86 | 10.15 |
| Communication Services | 5.46 | 3.4 |
| Utilities | 4.98 | 4.3 |
| Consumer Defensive | 5.74 | 4.23 |
| Real Estate | 1.89 | 1.09 |
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