Edelweiss 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 Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

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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 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) ₹4552 Cr ₹381 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 1.81 2.34
Manager Sailesh Jain Trideep Bhattacharya
ISIN Code INF277K01I52 INF754K01517
Exits Load Nil/365 Nil/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 2.55% 2.51%
6 Month 20.97% 20.36%
1 Year 36.67% 40.42%
3 Year 19.99% 18.58%
5 Year 20.85% 20.41%

SIP Return Analysis

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
6 Month - -
1 Year 14.48% 16.94%
3 Year 34.65% 36.65%
5 Year 67.29% 67.95%

Rolling Lumpsum Returns

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
1 Year 21% 20.92%
3 Year 53.22% 52.22%
5 Year 76.33% 76.54%

Risk Management

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Standard Deviation 12.5% 12.15%
Sharp 1.01% 0.93%
Beta 0.96% 0.91%
Alpha 0.31% -0.58%

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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
Fund Manage 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 2.77 4.99
Large Cap 59.14 68.97
Small Cap 24.53 11.27
Mid Cap 13.56 14.77

Sector Allocation

Scheme Name

Tata ELSS Tax Saver Fund-Growth-Regular Plan

Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

Others 2.54 1.37
Communication 3.3 2.41
Energy 8.18 6.54
Technology 7.33 9.02
Healthcare 4.5 5.85
Automobile 10.21 9.34
Consumer Staples 2.74 5.11
Construction 6.73 7.74
Financial 28.11 29.19
Metals & Mining 2.8 2.49
Materials 5.07 4.55
Services 5.23 5.03
Capital Goods 7.31 8.99
Insurance 2.4 0.64
Chemicals 1.96 0.43
Consumer Discretionary 1.59 1.3

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