Tata ELSS Tax Saver Fund vs Franklin India ELSS Tax Saver Fund compare
Franklin India ELSS Tax Saver Fund-Growth
Tata ELSS Tax Saver Fund-Growth-Regular Plan
Chart Comparison
Overview
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Fund | Franklin India ELSS Tax Saver Fund-Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6438 Cr | ₹4398 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 10 Apr 1999 | 13 Oct 2014 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 20.34% | 20% |
Expense Ratio | 1.81 | 1.82 |
Manager | R Janakiraman | Sailesh Jain |
ISIN Code | INF090I01775 | INF277K01I52 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
1 Month | 1.7% | 2.32% |
6 Month | -3.15% | -4% |
1 Year | 6.95% | 5.72% |
3 Year | 23.72% | 20.04% |
5 Year | 26.31% | 22.59% |
SIP Return Analysis
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
6 Month | 6.97% | 6.87% |
1 Year | 5.74% | 4.39% |
3 Year | 19.52% | 15.88% |
5 Year | 20% | 16.57% |
Rolling Lumpsum Returns
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
1 Year | 15.77% | 13.57% |
3 Year | 16.9% | 14.8% |
5 Year | 17.63% | 13.66% |
Risk Management
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Standard Deviation | 13.786% | 14.429% |
Sharp | 0.692% | 0.451% |
Beta | 0.94% | 0.972% |
Alpha | 3.459% | 0.237% |
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Fund Managers
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Name | R Janakiraman | Sailesh Jain |
Total AUM | ₹50034 Cr | ₹17041 Cr |
Funds Managed | 8 | 7 |
Franklin India ELSS Tax Saver Fund-Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
Market Cap
Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Others | 1.51 | 5.12 |
Large Cap | 72.91 | 60.14 |
Mid Cap | 16.39 | 10.05 |
Small Cap | 9.19 | 24.69 |
Sector Allocation
Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Others | 2.34 | 4.54 |
Energy | 3.11 | 5.19 |
Technology | 11.29 | 7.95 |
Industrials | 11.97 | 13.81 |
Financial Services | 29.08 | 31.02 |
Healthcare | 6.4 | 3.54 |
Basic Materials | 4.87 | 7.21 |
Consumer Cyclical | 13.14 | 16.2 |
Communication Services | 6.03 | 3.74 |
Utilities | 3.79 | 2.54 |
Consumer Defensive | 6.25 | 1.49 |
Real Estate | 1.73 | 2.78 |
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