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) | ₹6537 Cr | ₹4550 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 | 0.64% | 0.59% |
6 Month | 6.97% | 8.55% |
1 Year | 0.22% | -0.72% |
3 Year | 19.54% | 16.4% |
5 Year | 23.77% | 19.73% |
SIP Return Analysis
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Tata ELSS Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 0.7% | 1.91% |
1 Year | 7.73% | 9.73% |
3 Year | 15.71% | 13.83% |
5 Year | 16.95% | 14.67% |
Rolling Lumpsum Returns
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Tata ELSS Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 15.33% | 12.85% |
3 Year | 17.1% | 14.94% |
5 Year | 17.74% | 13.91% |
Risk Management
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Tata ELSS Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.69% | 13.24% |
Sharp | 0.90% | 0.68% |
Beta | 0.96% | 0.98% |
Alpha | 2.93% | 0.32% |
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 | 5.08 | 8.5 |
Large Cap | 73.64 | 59.62 |
Small Cap | 8.83 | 21.72 |
Mid Cap | 12.46 | 10.16 |
Sector Allocation
Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Tata ELSS Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.75 | 4.39 |
Energy | 3.08 | 5.29 |
Technology | 8.34 | 6.03 |
Industrials | 12.56 | 14.31 |
Financial Services | 30.44 | 33.88 |
Healthcare | 6.76 | 3.19 |
Basic Materials | 5.79 | 7.06 |
Consumer Cyclical | 11.04 | 14.67 |
Communication Services | 5.21 | 4.18 |
Utilities | 5.07 | 2.58 |
Consumer Defensive | 5.22 | 1.83 |
Real Estate | 1.75 | 2.59 |
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