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) | ₹6883 Cr | ₹3882 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 | -1.76% | -3.27% |
6 Month | 7.72% | 6.55% |
1 Year | 0.13% | -2.45% |
3 Year | 20.71% | 13.86% |
5 Year | 24.93% | 18.99% |
SIP Return Analysis
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.4% | 3.85% |
1 Year | 5.34% | 3.22% |
3 Year | 18.61% | 13.43% |
5 Year | 19.38% | 13.7% |
Rolling Lumpsum Returns
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 15.77% | 11.19% |
3 Year | 16.9% | 11.24% |
5 Year | 17.63% | 12.2% |
Risk Management
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.19% | 12.37% |
Sharp | 1.27% | 0.92% |
Beta | 0.93% | 0.94% |
Alpha | 4.20% | -2.11% |
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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 | 5.12 | 7.46 |
Large Cap | 73.82 | 69.68 |
Small Cap | 8.75 | 8.13 |
Mid Cap | 12.32 | 14.73 |
Sector Allocation
Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.86 | 3.13 |
Energy | 3.21 | 4.75 |
Technology | 9.25 | 9.9 |
Industrials | 11.93 | 9.22 |
Financial Services | 30.38 | 32.08 |
Healthcare | 6.53 | 6.45 |
Basic Materials | 5.48 | 3.2 |
Consumer Cyclical | 11.21 | 13.9 |
Communication Services | 5.05 | 5.17 |
Utilities | 4.97 | 3.09 |
Consumer Defensive | 5.23 | 6.75 |
Real Estate | 1.9 | 2.38 |
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