Axis ELSS Tax Saver Fund 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 Axis ELSS Tax Saver Fund - Regular Plan - 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 Axis ELSS Tax Saver Fund - Regular Plan - Growth
Fund Tata ELSS Tax Saver Fund-Growth-Regular Plan Axis ELSS Tax Saver Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹4680 Cr ₹36533 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 13 Oct 2014 29 Dec 2009
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 20% 25%
Expense Ratio 1.81 1.52
Manager Sailesh Jain Shreyash Devalkar
ISIN Code INF277K01I52 INF846K01131
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Month 2.31% 1.33%
6 Month 5.38% 2.1%
1 Year 20.17% 20.65%
3 Year 17.12% 9.53%
5 Year 17.8% 13.36%

SIP Return Analysis

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan Axis ELSS Tax Saver Fund - Regular Plan - Growth
6 Month - -
1 Year 16.24% 11.8%
3 Year 21.33% 16.72%
5 Year 21.28% 15.22%

Rolling Lumpsum Returns

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Year 13.74% 14.64%
3 Year 14.85% 14.38%
5 Year 13.09% 17%

Risk Management

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan Axis ELSS Tax Saver Fund - Regular Plan - Growth
Standard Deviation 12.5% 15.43%
Sharp 1.01% 0.18%
Beta 0.96% 1.04%
Alpha 0.31% -7.45%

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Fund Managers

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan Axis ELSS Tax Saver Fund - Regular Plan - Growth
Name Sailesh Jain Shreyash Devalkar
Total AUM ₹17041 Cr ₹166770 Cr
Fund Manage 7 14
Tata ELSS Tax Saver Fund-Growth-Regular Plan Axis ELSS Tax Saver Fund - Regular Plan - Growth

Market Cap

Scheme Name

Tata ELSS Tax Saver Fund-Growth-Regular Plan

Axis ELSS Tax Saver Fund - Regular Plan - Growth

Others 3.66 3.99
Large Cap 57.29 66.2
Small Cap 27.54 3.27
Mid Cap 11.51 26.49

Sector Allocation

Scheme Name

Tata ELSS Tax Saver Fund-Growth-Regular Plan

Axis ELSS Tax Saver Fund - Regular Plan - Growth

Others 3.66 3.99
Telecom - Services 3.49 3.56
Petroleum Products 3.84 1
IT - Software 7.17 7.44
Pharmaceuticals & Biotechnology 4.62 7.56
Auto Components 8.63 2
Household Products 0.89 -
Construction 4.21 1.97
Finance 3.79 8.23
Minerals & Mining 1.77 -
Non - Ferrous Metals 1.32 0.26
Banks 21.81 15.39
Cement & Cement Products 2.9 1.79
Leisure Services 2.9 1.57
Capital Markets 1.44 0.87
Insurance 2.58 2.99
IT - Services 1.01 -
Chemicals & Petrochemicals 0.46 2.73
Automobiles 1.36 6.36
Entertainment 1.48 -
Consumer Durables 1.95 1.42
Realty 2.92 1
Gas 0.76 -
Aerospace & Defense 0.87 0.61
Industrial Products 3.87 2.3
Consumable Fuels 1.4 -
Fertilizers & Agrochemicals 1.44 2.38
Retailing 2.27 6.88
Power 3.01 5.57
Textiles & Apparels 0.41 -
Beverages 1.77 1.42
Electrical Equipment - 2.59
Healthcare Services - 2.17
Diversified FMCG - 0.51
Paper, Forest & Jute Products - 0.47
Ferrous Metals - 0.49
Personal Products - 0.26
Food Products - 1.95
Financial Technology (Fintech) - 0.9
Transport Services - 1.32

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