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) ₹4552 Cr ₹37109 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 13 Oct 2014 05 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 Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Month 2.55% 6.55%
6 Month 20.97% 23.28%
1 Year 36.67% 35.66%
3 Year 19.99% 9.3%
5 Year 20.85% 17.33%

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 14.48% 14.47%
3 Year 34.65% 26.06%
5 Year 67.29% 47.5%

Rolling Lumpsum Returns

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Year 21% 16.9%
3 Year 53.22% 35.44%
5 Year 76.33% 52.44%

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% 0.24%
Beta 0.96% 1.03%
Alpha 0.31% -8.15%

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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 2.77 8.05
Large Cap 59.14 65.09
Small Cap 24.53 1.57
Mid Cap 13.56 25.26

Sector Allocation

Scheme Name

Tata ELSS Tax Saver Fund-Growth-Regular Plan

Axis ELSS Tax Saver Fund - Regular Plan - Growth

Others 2.54 4.44
Communication 3.3 2.29
Energy 8.18 9.65
Technology 7.33 8.01
Healthcare 4.5 8.44
Automobile 10.21 9.17
Consumer Staples 2.74 4.5
Construction 6.73 1.65
Financial 28.11 23.42
Metals & Mining 2.8 0.62
Materials 5.07 4.02
Services 5.23 11.47
Capital Goods 7.31 3.93
Insurance 2.4 0.98
Chemicals 1.96 6.41
Consumer Discretionary 1.59 0.54
Diversified - 0.43

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