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 Risk | Very High Risk |
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 | -5% | -1.66% |
6 Month | -10.56% | -8.1% |
1 Year | 6.72% | 8.35% |
3 Year | 13.07% | 8.57% |
5 Year | 15.27% | 10.93% |
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 | -7.98% | -5.68% |
3 Year | 12.88% | 11.56% |
5 Year | 16.28% | 11.9% |
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 | 13.843% | 15.43% |
Sharp | 0.555% | 0.19% |
Beta | 0.966% | 1.02% |
Alpha | 0.163% | -4.96% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
SBI Banking & PSU Fund - Regular Paln - Growth
3Y Returns5.82%
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
3Y Returns5.93%
DSP Focus Fund - Regular Plan - Growth
3Y Returns14.71%
Quant Focused Fund-Growth
3Y Returns15.05%
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
3Y Returns0%
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns7.25%
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option
3Y Returns12.79%
Nippon India Asset Allocator FoF - Regular Plan - Growth Option
3Y Returns16.82%