DSP ELSS Tax Saver Fund vs Tata ELSS Tax Saver Fund compare
Tata ELSS Tax Saver Fund-Growth-Regular Plan
DSP ELSS Tax Saver Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Fund | Tata ELSS Tax Saver Fund-Growth-Regular Plan | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4398 Cr | ₹15985 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 13 Oct 2014 | 18 Jan 2007 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 20% | 35% |
Expense Ratio | 1.82 | 1.64 |
Manager | Sailesh Jain | Rohit Singhania |
ISIN Code | INF277K01I52 | INF740K01185 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
1 Month | 6.08% | 7.35% |
6 Month | -8.54% | -4.72% |
1 Year | 9.24% | 16.09% |
3 Year | 13.49% | 17.66% |
5 Year | 22.69% | 26.88% |
SIP Return Analysis
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
6 Month | -5.42% | -2.1% |
1 Year | -12.53% | -5.86% |
3 Year | 11.21% | 17.95% |
5 Year | 14.27% | 19.06% |
Rolling Lumpsum Returns
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
1 Year | 13.97% | 14.52% |
3 Year | 14.85% | 16.2% |
5 Year | 13.39% | 15.57% |
Risk Management
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.429% | 12.57% |
Sharp | 0.451% | 0.71% |
Beta | 0.972% | 0.96% |
Alpha | 0.237% | 3.68% |
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 | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Name | Sailesh Jain | Rohit Singhania |
Total AUM | ₹17041 Cr | ₹46862 Cr |
Funds Managed | 7 | 7 |
Tata ELSS Tax Saver Fund-Growth-Regular Plan | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 5.12 | 6.31 |
Large Cap | 60.14 | 62.45 |
Small Cap | 24.69 | 13.45 |
Mid Cap | 10.05 | 17.79 |
Sector Allocation
Scheme Name |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 4.54 | 4.68 |
Communication Services | 3.74 | 4.6 |
Energy | 5.19 | 3.63 |
Technology | 7.95 | 6.84 |
Basic Materials | 7.21 | 9.1 |
Consumer Cyclical | 16.2 | 9.45 |
Industrials | 13.81 | 6.8 |
Financial Services | 31.02 | 35.97 |
Healthcare | 3.54 | 10.11 |
Real Estate | 2.78 | - |
Utilities | 2.54 | 3.77 |
Consumer Defensive | 1.49 | 5.04 |
Top Comparisons
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
3Y Returns5.47%
HSBC Medium Duration Fund - Regular Growth
3Y Returns7.14%
Franklin India Floating Rate Fund - Growth Plan
3Y Returns7.42%
SBI Floating Rate Debt Fund - Regular Plan - Growth
3Y Returns7.42%
HDFC ELSS Tax saver Fund - Growth Plan
3Y Returns21.07%
SBI Long Term Equity Fund - Regular Plan- Growth
3Y Returns22.35%
Nippon India Low Duration Fund- Growth Plan - Growth Option
3Y Returns6.61%
UTI Low Duration Fund - Regular Plan - Growth Option
3Y Returns6.98%