Axis ELSS Tax Saver Fund vs Tata ELSS Tax Saver Fund compare
Tata ELSS Tax Saver Fund-Growth-Regular Plan
Axis ELSS Tax Saver Fund - Regular Plan - Growth
Chart Comparison
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) | ₹4398 Cr | ₹34497 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 | 1.82 | 1.54 |
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 | 7.23% | 6.84% |
6 Month | -12.31% | -9.97% |
1 Year | 9.66% | 6.37% |
3 Year | 13.34% | 9.52% |
5 Year | 24.24% | 18.5% |
SIP Return Analysis
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
6 Month | -5.35% | -2.63% |
1 Year | -8.18% | -4.37% |
3 Year | 13.89% | 13.2% |
5 Year | 16.29% | 12.27% |
Rolling Lumpsum Returns
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
1 Year | 13.97% | 14.83% |
3 Year | 14.85% | 14.18% |
5 Year | 13.39% | 16.65% |
Risk Management
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.429% | 15.43% |
Sharp | 0.451% | 0.14% |
Beta | 0.972% | 1% |
Alpha | 0.237% | -4.59% |
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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 |
Funds Managed | 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 | 5.12 | 4.61 |
Large Cap | 60.14 | 70.74 |
Small Cap | 24.69 | 3.11 |
Mid Cap | 10.05 | 21.54 |
Sector Allocation
Scheme Name |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 4.54 | 4.61 |
Communication Services | 3.74 | 5.46 |
Energy | 5.19 | 1.01 |
Technology | 7.95 | 9.11 |
Basic Materials | 7.21 | 7.6 |
Consumer Cyclical | 16.2 | 13.82 |
Industrials | 13.81 | 9.2 |
Financial Services | 31.02 | 28.43 |
Healthcare | 3.54 | 10.23 |
Real Estate | 2.78 | 1.34 |
Utilities | 2.54 | 3.68 |
Consumer Defensive | 1.49 | 5.49 |
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