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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) | ₹6706 Cr | ₹4595 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 | -1.18% | -1.13% |
| 6 Month | 9.99% | 10.19% |
| 1 Year | -0.74% | -1.69% |
| 3 Year | 19.5% | 15.72% |
| 5 Year | 23.24% | 19.72% |
SIP Return Analysis
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.21% | 2.26% |
| 1 Year | 2.63% | 1.42% |
| 3 Year | 16.36% | 13.14% |
| 5 Year | 17.77% | 14.63% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.44% | 13.05% |
| 3 Year | 17.01% | 14.97% |
| 5 Year | 17.69% | 13.83% |
Risk Management
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.75% | 13.32% |
| Sharp | 1.03% | 0.72% |
| Beta | 0.94% | 0.96% |
| Alpha | 4.34% | 0.66% |
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 | 4.93 | 8.42 |
| Large Cap | 73.57 | 59.84 |
| Small Cap | 9.01 | 21.73 |
| Mid Cap | 12.49 | 10.01 |
Sector Allocation
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.61 | 4.55 |
| Energy | 3.05 | 5.27 |
| Technology | 8.54 | 6.27 |
| Industrials | 11.91 | 14.5 |
| Financial Services | 30.67 | 34.15 |
| Healthcare | 6.9 | 3.38 |
| Basic Materials | 5.56 | 7.14 |
| Consumer Cyclical | 11.95 | 13.87 |
| Communication Services | 4.88 | 4.22 |
| Utilities | 4.96 | 2.51 |
| Consumer Defensive | 5.13 | 1.76 |
| Real Estate | 1.83 | 2.4 |
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