NIPPON INDIA ELSS TAX SAVER FUND vs Tata ELSS Tax Saver Fund compare
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
Tata ELSS Tax Saver Fund-Growth-Regular Plan
Chart Comparison
Overview
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Fund | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹14449 Cr | ₹4398 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 21 Sep 2005 | 13 Oct 2014 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 23% | 20% |
Expense Ratio | 1.71 | 1.82 |
Manager | Ashutosh Bhargava | Sailesh Jain |
ISIN Code | INF204K01GK4 | INF277K01I52 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
1 Month | 7.37% | 6% |
6 Month | -12.91% | -13.29% |
1 Year | 5.19% | 7.01% |
3 Year | 14.24% | 12.52% |
5 Year | 27.07% | 24.83% |
SIP Return Analysis
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
6 Month | -3.76% | -5.35% |
1 Year | -8.53% | -8.18% |
3 Year | 16% | 13.89% |
5 Year | 18.79% | 16.29% |
Rolling Lumpsum Returns
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
1 Year | 11.69% | 13.97% |
3 Year | 12% | 14.85% |
5 Year | 13.09% | 13.39% |
Risk Management
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Standard Deviation | 12.81% | 14.429% |
Sharp | 0.53% | 0.451% |
Beta | 0.99% | 0.972% |
Alpha | 0.88% | 0.237% |
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Fund Managers
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Name | Ashutosh Bhargava | Sailesh Jain |
Total AUM | ₹121448 Cr | ₹17041 Cr |
Funds Managed | 12 | 7 |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
Market Cap
Scheme Name |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Others | 4.01 | 5.12 |
Large Cap | 65.76 | 60.14 |
Mid Cap | 14.36 | 10.05 |
Small Cap | 15.86 | 24.69 |
Sector Allocation
Scheme Name |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Others | 1.27 | 4.54 |
Communication Services | 4.18 | 3.74 |
Energy | 4.43 | 5.19 |
Industrials | 10.86 | 13.81 |
Technology | 6.95 | 7.95 |
Financial Services | 36.52 | 31.02 |
Healthcare | 4.69 | 3.54 |
Consumer Cyclical | 12.42 | 16.2 |
Basic Materials | 4.27 | 7.21 |
Utilities | 6.1 | 2.54 |
Consumer Defensive | 8.3 | 1.49 |
Real Estate | - | 2.78 |
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