Tata ELSS Tax Saver Fund vs Quant ELSS Tax Saver Fund Regular Plan compare
Tata ELSS Tax Saver Fund-Growth-Regular Plan
Quant ELSS Tax Saver Fund Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
Fund | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Quant ELSS Tax Saver Fund Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4398 Cr | ₹10279 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 13 Oct 2014 | 31 Mar 2000 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 20% | % |
Expense Ratio | 1.82 | 1.71 |
Manager | Sailesh Jain | Vasav Sahgal |
ISIN Code | INF277K01I52 | INF966L01135 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
1 Month | 6.08% | 7.25% |
6 Month | -8.54% | -13.98% |
1 Year | 9.24% | -7.56% |
3 Year | 13.49% | 12.75% |
5 Year | 22.69% | 33.92% |
SIP Return Analysis
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
6 Month | -5.42% | -4.59% |
1 Year | -12.53% | -22.64% |
3 Year | 11.21% | 9.25% |
5 Year | 14.27% | 18.07% |
Rolling Lumpsum Returns
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
1 Year | 13.97% | 16.79% |
3 Year | 14.85% | 17.91% |
5 Year | 13.39% | 17.67% |
Risk Management
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
Standard Deviation | 14.429% | 17.25% |
Sharp | 0.451% | 0.536% |
Beta | 0.972% | 1.135% |
Alpha | 0.237% | 0.439% |
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Fund Managers
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
Name | Sailesh Jain | Vasav Sahgal |
Total AUM | ₹17041 Cr | ₹46505 Cr |
Funds Managed | 7 | 21 |
Tata ELSS Tax Saver Fund-Growth-Regular Plan | Quant ELSS Tax Saver Fund Regular Plan-Growth |
Market Cap
Scheme Name |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
Others | 5.12 | 7.96 |
Large Cap | 60.14 | 80.35 |
Small Cap | 24.69 | 6.52 |
Mid Cap | 10.05 | 5.17 |
Sector Allocation
Scheme Name |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
Others | 4.54 | 7.96 |
Communication Services | 3.74 | - |
Energy | 5.19 | 15.06 |
Technology | 7.95 | 0.33 |
Basic Materials | 7.21 | 7.52 |
Consumer Cyclical | 16.2 | 6.88 |
Industrials | 13.81 | 7.7 |
Financial Services | 31.02 | 16.54 |
Healthcare | 3.54 | 10.6 |
Real Estate | 2.78 | 0.63 |
Utilities | 2.54 | 16.14 |
Consumer Defensive | 1.49 | 10.65 |
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