Tata ELSS Tax Saver Fund vs DSP ELSS Tax Saver Fund compare
Tata ELSS Tax Saver Fund-Growth-Regular Plan
DSP ELSS Tax Saver Fund - Regular Plan - Growth
Chart Comparison
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) | ₹4398 Cr | ₹15985 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 13 Oct 2014 | 18 Jan 2007 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 20% | 35% |
Expense Ratio | 1.82 | 1.64 |
Manager | Sailesh Jain | Rohit Singhania |
ISIN Code | INF277K01I52 | INF740K01185 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
1 Month | 6% | 6.62% |
6 Month | -13.29% | -10.52% |
1 Year | 7.01% | 13.77% |
3 Year | 12.52% | 16.91% |
5 Year | 24.83% | 29.3% |
SIP Return Analysis
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
6 Month | -5.35% | -2.2% |
1 Year | -8.18% | -2.34% |
3 Year | 13.89% | 20.23% |
5 Year | 16.29% | 20.81% |
Rolling Lumpsum Returns
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
1 Year | 13.97% | 14.52% |
3 Year | 14.85% | 16.2% |
5 Year | 13.39% | 15.57% |
Risk Management
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.429% | 12.57% |
Sharp | 0.451% | 0.69% |
Beta | 0.972% | 0.95% |
Alpha | 0.237% | 3.25% |
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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 |
Funds Managed | 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 |
---|---|---|
Others | 5.12 | 4.13 |
Large Cap | 60.14 | 64.92 |
Small Cap | 24.69 | 14.24 |
Mid Cap | 10.05 | 16.71 |
Sector Allocation
Scheme Name |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 4.54 | 2.93 |
Communication Services | 3.74 | 4.54 |
Energy | 5.19 | 3.79 |
Technology | 7.95 | 7.93 |
Basic Materials | 7.21 | 8.86 |
Consumer Cyclical | 16.2 | 9.91 |
Industrials | 13.81 | 7.29 |
Financial Services | 31.02 | 36.23 |
Healthcare | 3.54 | 9.31 |
Real Estate | 2.78 | - |
Utilities | 2.54 | 4.03 |
Consumer Defensive | 1.49 | 5.18 |
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