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) | ₹6719 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 | 1.29% | 1.38% |
6 Month | 6.81% | 6.76% |
1 Year | 2.65% | -0.14% |
3 Year | 23.12% | 16.67% |
5 Year | 25.8% | 20.26% |
SIP Return Analysis
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 6.78% | 7.12% |
1 Year | 7.59% | 6.94% |
3 Year | 19.22% | 14.37% |
5 Year | 19.69% | 14.25% |
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 | 5.55 | 7.46 |
Large Cap | 73.34 | 69.68 |
Mid Cap | 12.18 | 14.73 |
Small Cap | 8.93 | 8.13 |
Sector Allocation
Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 5.55 | 3.13 |
Energy | 3.12 | 4.75 |
Technology | 9.19 | 9.9 |
Industrials | 11.97 | 9.22 |
Financial Services | 30.35 | 32.08 |
Healthcare | 6.51 | 6.45 |
Basic Materials | 5.19 | 3.2 |
Consumer Cyclical | 11.02 | 13.9 |
Communication Services | 4.77 | 5.17 |
Utilities | 5.02 | 3.09 |
Consumer Defensive | 5.51 | 6.75 |
Real Estate | 1.78 | 2.38 |
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