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Tata ELSS Tax Saver Fund vs Franklin India ELSS Tax Saver Fund compare
Franklin India ELSS Tax Saver Fund-Growth
Tata ELSS Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Franklin India ELSS Tax Saver Fund-Growth | Tata ELSS Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹6788 Cr | ₹4795 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 Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.76% | -0.76% |
| 6 Month | 1.81% | 5.83% |
| 1 Year | 0.81% | 2.82% |
| 3 Year | 17.04% | 14.87% |
| 5 Year | 18.88% | 16.67% |
SIP Return Analysis
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.49% | 3.15% |
| 1 Year | 10.47% | 15.4% |
| 3 Year | 14.67% | 14.17% |
| 5 Year | 16.07% | 14.59% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.38% | 12.33% |
| 3 Year | 17.51% | 15.02% |
| 5 Year | 17.37% | 14.15% |
Risk Management
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.29% | 12.5% |
| Sharp | 0.88% | 0.7% |
| Beta | 0.94% | 0.97% |
| Alpha | 1.71% | -0.5% |
Fund Managers
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | R Janakiraman | Sailesh Jain |
| Total AUM | ₹50034 Cr | ₹17041 Cr |
| Funds Managed | 8 | 7 |
| Franklin India ELSS Tax Saver Fund-Growth | Tata ELSS Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.24 | 10.14 |
| Large Cap | 74.87 | 58.47 |
| Small Cap | 8.76 | 18.46 |
| Mid Cap | 11.13 | 12.93 |
Sector Allocation
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.64 | 2.83 |
| Energy | 3.23 | 5.36 |
| Technology | 8.75 | 7.47 |
| Industrials | 12.52 | 14.08 |
| Financial Services | 30.6 | 33.69 |
| Healthcare | 5.44 | 4.49 |
| Basic Materials | 5.89 | 7.08 |
| Consumer Cyclical | 10.86 | 12.56 |
| Communication Services | 5.46 | 6.15 |
| Utilities | 4.98 | 2.35 |
| Consumer Defensive | 5.74 | 1.75 |
| Real Estate | 1.89 | 2.2 |
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