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UTI ELSS Tax Saver Fund vs Franklin India ELSS Tax Saver Fund compare
Franklin India ELSS Tax Saver Fund-Growth
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Franklin India ELSS Tax Saver Fund-Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6531 Cr | ₹3678 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 10 Apr 1999 | 30 Jul 2005 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 20.34% | 23% |
| Expense Ratio | 1.81 | 1.9 |
| Manager | R Janakiraman | Vishal Chopda |
| ISIN Code | INF090I01775 | INF789F01547 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 3.39% | 2.65% |
| 6 Month | 5.23% | 6.02% |
| 1 Year | 3.58% | 2.29% |
| 3 Year | 18.01% | 12.74% |
| 5 Year | 23.8% | 18.07% |
SIP Return Analysis
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.84% | 2.23% |
| 1 Year | 10.04% | 11.4% |
| 3 Year | 16.54% | 13.23% |
| 5 Year | 17.52% | 12.91% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.33% | 10.86% |
| 3 Year | 17.1% | 11.39% |
| 5 Year | 17.74% | 12.32% |
Risk Management
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.69% | 12.37% |
| Sharp | 0.90% | 0.54% |
| Beta | 0.96% | 0.94% |
| Alpha | 2.93% | -3.01% |
Fund Managers
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | R Janakiraman | Vishal Chopda |
| Total AUM | ₹50034 Cr | ₹6487 Cr |
| Funds Managed | 8 | 3 |
| Franklin India ELSS Tax Saver Fund-Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.08 | 7.09 |
| Large Cap | 73.64 | 72.25 |
| Small Cap | 8.83 | 8.55 |
| Mid Cap | 12.46 | 12.1 |
Sector Allocation
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.75 | 1.71 |
| Energy | 3.08 | 5.58 |
| Technology | 8.34 | 9.7 |
| Industrials | 12.56 | 7.77 |
| Financial Services | 30.44 | 32.83 |
| Healthcare | 6.76 | 6.34 |
| Basic Materials | 5.79 | 3.12 |
| Consumer Cyclical | 11.04 | 13.77 |
| Communication Services | 5.21 | 7.22 |
| Utilities | 5.07 | 3.5 |
| Consumer Defensive | 5.22 | 5.83 |
| Real Estate | 1.75 | 2.62 |
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