Mirae Asset 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 Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth

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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 Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
Fund Tata ELSS Tax Saver Fund-Growth-Regular Plan Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹4680 Cr ₹24896 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹500
Launch Date 13 Oct 2014 28 Dec 2015
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 20% 84%
Expense Ratio 1.81 1.57
Manager Sailesh Jain Neelesh Surana
ISIN Code INF277K01I52 INF769K01DK3
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
1 Month -2.7% -2.87%
6 Month -0.74% -3.1%
1 Year 16.56% 13.84%
3 Year 13.85% 12.45%
5 Year 17.03% 18.55%

SIP Return Analysis

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
6 Month - -
1 Year 6.46% 3.07%
3 Year 18.07% 16.9%
5 Year 19.23% 18.96%

Rolling Lumpsum Returns

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
1 Year 13.74% 16.95%
3 Year 14.85% 18.38%
5 Year 13.09% 18.75%

Risk Management

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
Standard Deviation 12.5% 11.83%
Sharp 1.01% 0.96%
Beta 0.96% 0.92%
Alpha 0.31% -0.55%

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Fund Managers

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
Name Sailesh Jain Neelesh Surana
Total AUM ₹17041 Cr ₹49127 Cr
Fund Manage 7 2
Tata ELSS Tax Saver Fund-Growth-Regular Plan Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth

Market Cap

Scheme Name

Tata ELSS Tax Saver Fund-Growth-Regular Plan

Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth

Others 3.66 0.9
Large Cap 57.29 62.52
Small Cap 27.54 16.05
Mid Cap 11.51 20.5

Sector Allocation

Scheme Name

Tata ELSS Tax Saver Fund-Growth-Regular Plan

Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth

Others 3.66 0.9
Telecom - Services 3.49 2.72
Petroleum Products 3.84 2.95
IT - Software 7.17 8.65
Pharmaceuticals & Biotechnology 4.62 5.16
Auto Components 8.63 2.07
Household Products 0.89 -
Construction 4.21 3.69
Finance 3.79 2.97
Minerals & Mining 1.77 -
Non - Ferrous Metals 1.32 0.69
Banks 21.81 24.9
Cement & Cement Products 2.9 1.57
Leisure Services 2.9 0.61
Capital Markets 1.44 1.16
Insurance 2.58 2.71
IT - Services 1.01 0.76
Chemicals & Petrochemicals 0.46 1.87
Automobiles 1.36 4.74
Entertainment 1.48 -
Consumer Durables 1.95 6.53
Realty 2.92 0.61
Gas 0.76 2.51
Aerospace & Defense 0.87 0.79
Industrial Products 3.87 2.18
Consumable Fuels 1.4 -
Fertilizers & Agrochemicals 1.44 -
Retailing 2.27 3.57
Power 3.01 1.28
Textiles & Apparels 0.41 0.56
Beverages 1.77 0.02
Industrial Manufacturing - 0.49
Diversified FMCG - 1.45
Healthcare Services - 1.15
Transport Services - 3.15
Ferrous Metals - 2.7
Electrical Equipment - 0.47
Diversified Metals - 1.21
Oil - 0.57
Financial Technology (Fintech) - 2.61

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