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) | ₹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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