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 | 2.74% | 3.14% |
6 Month | -6.76% | -3.33% |
1 Year | 10.33% | 9.54% |
3 Year | 14.39% | 10.73% |
5 Year | 23.62% | 18.64% |
SIP Return Analysis
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
6 Month | -1.04% | 1.6% |
1 Year | -4.83% | 0.38% |
3 Year | 14.42% | 14.49% |
5 Year | 16.25% | 12.72% |
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% | 0.2% |
Beta | 0.972% | 1.01% |
Alpha | 0.237% | -3.88% |
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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 | 5.07 |
Large Cap | 60.14 | 71.58 |
Small Cap | 24.69 | 2.85 |
Mid Cap | 10.05 | 20.5 |
Sector Allocation
Scheme Name |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 4.54 | 5.07 |
Communication Services | 3.74 | 5.57 |
Energy | 5.19 | 1.18 |
Technology | 7.95 | 8.79 |
Basic Materials | 7.21 | 7.4 |
Consumer Cyclical | 16.2 | 13.72 |
Industrials | 13.81 | 8.84 |
Financial Services | 31.02 | 29.59 |
Healthcare | 3.54 | 10.27 |
Real Estate | 2.78 | 1.22 |
Utilities | 2.54 | 3.2 |
Consumer Defensive | 1.49 | 5.16 |
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