Tata ELSS Tax Saver Fund vs DSP 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 DSP 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 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) ₹4552 Cr ₹16287 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 13 Oct 2014 05 Jan 2007
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 20% 35%
Expense Ratio 1.81 1.65
Manager Sailesh Jain Rohit Singhania
ISIN Code INF277K01I52 INF740K01185
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan DSP ELSS Tax Saver Fund - Regular Plan - Growth
1 Month 2.55% 5.86%
6 Month 20.97% 22.27%
1 Year 36.67% 46.09%
3 Year 19.99% 20.18%
5 Year 20.85% 24.77%

SIP Return Analysis

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan DSP ELSS Tax Saver Fund - Regular Plan - Growth
6 Month - -
1 Year 14.48% 20.07%
3 Year 34.65% 43.95%
5 Year 67.29% 84.74%

Rolling Lumpsum Returns

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan DSP ELSS Tax Saver Fund - Regular Plan - Growth
1 Year 21% 24.81%
3 Year 53.22% 62.36%
5 Year 76.33% 92.88%

Risk Management

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan DSP ELSS Tax Saver Fund - Regular Plan - Growth
Standard Deviation 12.5% 12.57%
Sharp 1.01% 1.1%
Beta 0.96% 0.94%
Alpha 0.31% 1.82%

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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
Fund Manage 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

Large Cap 59.14 64.8
Others 2.77 1.62
Mid Cap 13.56 19.37
Small Cap 24.53 14.21

Sector Allocation

Scheme Name

Tata ELSS Tax Saver Fund-Growth-Regular Plan

DSP ELSS Tax Saver Fund - Regular Plan - Growth

Financial 28.11 34.15
Energy 8.18 9.48
Technology 7.33 7.54
Construction 6.73 2.13
Communication 3.3 4.67
Others 2.54 1.43
Automobile 10.21 8.04
Capital Goods 7.31 4.96
Consumer Staples 2.74 6.3
Healthcare 4.5 7.16
Materials 5.07 3.13
Consumer Discretionary 1.59 2.34
Metals & Mining 2.8 2.7
Insurance 2.4 1.29
Services 5.23 1.06
Chemicals 1.96 2.66
Textiles - 0.96

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