360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular vs Tata ELSS Tax Saver Fund compare

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tortoise-icon Tata ELSS Tax Saver Fund-Growth-Regular Plan

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tortoise-icon 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth

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Chart Comparison

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

Overview

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth
Fund Tata ELSS Tax Saver Fund-Growth-Regular Plan 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹4552 Cr ₹71 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 13 Oct 2014 04 Dec 2022
Category ELSS ELSS
Fund Type Open Ended Open-ended
Benchmark NIFTY 500 TRI NIFTY 50 TRI
Turn Over 20% %
Expense Ratio 1.81 0.52
Manager Sailesh Jain Parijat Garg
ISIN Code INF277K01I52 INF579M01AL6
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth
1 Month -6.49% -5.92%
6 Month 9.31% 4.49%
1 Year 27.01% 19.26%
3 Year 14.29% -
5 Year 17.41% -

SIP Return Analysis

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth
6 Month - -
1 Year 22.82% 13.05%
3 Year 22.26% -
5 Year 21.66% -

Rolling Lumpsum Returns

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth
1 Year 13.74% 26.22%
3 Year 14.85% -
5 Year 13.09% -

Risk Management

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth
Standard Deviation 12.5% -
Sharp 1.01% -
Beta 0.96% -
Alpha 0.31% -

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Fund Managers

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth
Name Sailesh Jain Parijat Garg
Total AUM ₹17041 Cr ₹151 Cr
Fund Manage 7 2
Tata ELSS Tax Saver Fund-Growth-Regular Plan 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth

Market Cap

Scheme Name

Tata ELSS Tax Saver Fund-Growth-Regular Plan

360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth

Others 2.77 1.22
Large Cap 59.14 98.17
Small Cap 24.53 -
Mid Cap 13.56 0.59

Sector Allocation

Scheme Name

Tata ELSS Tax Saver Fund-Growth-Regular Plan

360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth

Others 2.54 0.32
Communication 3.3 3.44
Energy 8.18 14.72
Technology 7.33 12.27
Healthcare 4.5 4.23
Automobile 10.21 7.77
Consumer Staples 2.74 8.01
Construction 6.73 4.25
Financial 28.11 32.91
Metals & Mining 2.8 3.14
Materials 5.07 4.38
Services 5.23 1.77
Capital Goods 7.31 -
Insurance 2.4 1.27
Chemicals 1.96 -
Consumer Discretionary 1.59 1.5

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