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UTI ELSS Tax Saver Fund vs Franklin India ELSS Tax Saver Fund compare

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tortoise-icon Franklin India ELSS Tax Saver Fund-Growth

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tortoise-icon UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹6438 Cr ₹3643 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 4.01% 3.09%
6 Month -1.93% -4.01%
1 Year 9.12% 6.78%
3 Year 19.35% 12.69%
5 Year 26.52% 20.67%

SIP Return Analysis

Scheme Name Franklin India ELSS Tax Saver Fund-Growth UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month 1.43% 0.85%
1 Year -1.68% -5.1%
3 Year 19.16% 12.89%
5 Year 20.31% 14.04%

Rolling Lumpsum Returns

Scheme Name Franklin India ELSS Tax Saver Fund-Growth UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year 16.08% 11.44%
3 Year 16.87% 11.24%
5 Year 17.58% 12.09%

Risk Management

Scheme Name Franklin India ELSS Tax Saver Fund-Growth UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Standard Deviation 13.786% 12.37%
Sharp 0.692% 0.28%
Beta 0.94% 0.94%
Alpha 3.459% -2.54%

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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 1.51 2.72
Large Cap 72.91 70.82
Mid Cap 16.39 19.84
Small Cap 9.19 6.63

Sector Allocation

Scheme Name

Franklin India ELSS Tax Saver Fund-Growth

UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

Others 2.34 2.72
Energy 3.11 3.08
Technology 11.29 10.44
Industrials 11.97 7.14
Financial Services 29.08 32.26
Healthcare 6.4 5.88
Basic Materials 4.87 5.22
Consumer Cyclical 13.14 13.94
Communication Services 6.03 6.36
Utilities 3.79 3.56
Consumer Defensive 6.25 6.89
Real Estate 1.73 2.52

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