Edelweiss ELSS Tax saver Fund vs Tata ELSS Tax Saver Fund compare
Tata ELSS Tax Saver Fund-Growth-Regular Plan
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4398 Cr | ₹383 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 13 Oct 2014 | 30 Dec 2008 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 20% | 57% |
Expense Ratio | 1.82 | 2.35 |
Manager | Sailesh Jain | Trideep Bhattacharya |
ISIN Code | INF277K01I52 | INF754K01517 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 6% | 5.91% |
6 Month | -13.29% | -13.33% |
1 Year | 7.01% | 4.83% |
3 Year | 12.52% | 12.03% |
5 Year | 24.83% | 23.77% |
SIP Return Analysis
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -5.35% | -5.37% |
1 Year | -8.18% | -9.16% |
3 Year | 13.89% | 14.05% |
5 Year | 16.29% | 15.75% |
Rolling Lumpsum Returns
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.97% | 12.53% |
3 Year | 14.85% | 13.51% |
5 Year | 13.39% | 13.44% |
Risk Management
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.429% | 13.32% |
Sharp | 0.451% | 0.526% |
Beta | 0.972% | 0.938% |
Alpha | 0.237% | -0.306% |
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Fund Managers
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Name | Sailesh Jain | Trideep Bhattacharya |
Total AUM | ₹17041 Cr | ₹0 Cr |
Funds Managed | 7 | 9 |
Tata ELSS Tax Saver Fund-Growth-Regular Plan | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 5.12 | 4.15 |
Large Cap | 60.14 | 63.86 |
Small Cap | 24.69 | 13.66 |
Mid Cap | 10.05 | 18.34 |
Sector Allocation
Scheme Name |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.54 | 3.06 |
Communication Services | 3.74 | 3.11 |
Energy | 5.19 | 6.33 |
Technology | 7.95 | 12.37 |
Basic Materials | 7.21 | 4.18 |
Consumer Cyclical | 16.2 | 9.54 |
Industrials | 13.81 | 11.24 |
Financial Services | 31.02 | 33.47 |
Healthcare | 3.54 | 8 |
Real Estate | 2.78 | 1.56 |
Utilities | 2.54 | 2.22 |
Consumer Defensive | 1.49 | 4.92 |
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