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ELSSVSFlexi Cap

Axis ELSS Tax Saver Fund vs Franklin Templeton Flexi Cap Fund

Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.

3Y Return

11.66%

VS

3Y Return

14.63%

ParameterAAxis ELSS Tax Saver Fund - Direct Plan - GrowthBFranklin Templeton Flexi Cap Fund - Direct Plan - Growth
Fund HouseAxis Mutual FundFranklin Templeton
CategoryELSSFlexi Cap
NAV (β‚Ή)104.77110.79
AUM (β‚Ή Cr)3.16 Lac Cr1.90 Lac Cr
Expense Ratio (%)1.66%0.96%
RiskometerVery HighVery High
Volatility13.414.27
Sharpe Ratio0.390.57
1 Year Return (%)-2.52%-2.38%
3 Year Return (%)11.66%14.63%
5 Year Return (%)8.43%12.31%
Since Launch (%)15.62%14.46%
Min SIP (β‚Ή)500500
Min Lumpsum (β‚Ή)10001000
Launch Date2 January 20132 January 2013
Exit LoadNilNil
Fund ManagerAshish Naik; Shreyash Devalkar (2.8 years yrs)Anand Radhakrishnan (3.5 years yrs)
BenchmarkNifty 500 TRINifty 500 TRI
Top 3 HoldingsICICI Bank Ltd. (7.04%), HDFC Bank Ltd. (5.64%), Bharti Airtel Ltd. (4.32%)HDFC Bank Ltd. (8.2%), ICICI Bank Ltd. (6.9%), Infosys Ltd. (5.5%)
Asset AllocationEquity: 97.56%Equity: 95.00% | T-Bills: 5.00%
Portfolio Turnover14%48%

Why consider Axis ELSS Tax Saver Fund?

  • Expense ratio: 1.66%
  • 3Y return: 11.66%
  • AUM: 3.16 Lac Cr
  • Sharpe Ratio: 0.39

Why consider Franklin Templeton Flexi Cap Fund?

  • Expense ratio: 0.96%
  • 3Y return: 14.63%
  • AUM: 1.90 Lac Cr
  • Sharpe Ratio: 0.57

SIP Calculator – Compare Growth Potential

Axis ELSS Tax Saver Fund

β‚Ή1138461.04

@11.7% annual return (3Y)

Franklin Templeton Flexi Cap Fund

β‚Ή1361937.60

@14.6% annual return (3Y)

*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.

Mahendra Maurya

Mahendra Maurya

6+ Years in Banking, Wealth Management & Financial Services

Founder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.

πŸ“Š Author & Founder at Share Target Price

⚠️ Disclaimer: Mutual fund investments are subject to market risks. Past performance does not guarantee future returns. AI-generated insights are based solely on historical data and do not constitute investment advice. Please consult your SEBI-registered financial advisor.