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360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular vs Tata ELSS Tax Saver Fund compare

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tortoise-icon Tata ELSS Fund - Regular Plan - Growth Option

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tortoise-icon 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Tata ELSS Fund - Regular Plan - Growth Option 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth
Fund Tata ELSS Fund - Regular Plan - Growth Option 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹4550 Cr ₹88 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 13 Oct 2014 28 Dec 2022
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 50 TRI
Turn Over 20% %
Expense Ratio 1.82 0.52
Manager Sailesh Jain Parijat Garg
ISIN Code INF277K01I52 INF579M01AL6
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Tata ELSS Fund - Regular Plan - Growth Option 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth
1 Month 3.39% 3.6%
6 Month 8.87% 6.41%
1 Year 2.44% 7.01%
3 Year 15.33% -
5 Year 20.17% -

SIP Return Analysis

Scheme Name Tata ELSS Fund - Regular Plan - Growth Option 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth
6 Month 0.24% 0.12%
1 Year 6.39% 7.15%
3 Year 11.96% -
5 Year 13.61% -

Rolling Lumpsum Returns

Scheme Name Tata ELSS Fund - Regular Plan - Growth Option 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth
1 Year 12.85% 20.3%
3 Year 14.94% -
5 Year 13.91% -

Risk Management

Scheme Name Tata ELSS Fund - Regular Plan - Growth Option 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth
Standard Deviation 13.16% -
Sharp 0.66% -
Beta 0.97% -
Alpha -0.46% -

Fund Managers

Scheme Name Tata ELSS Fund - Regular Plan - Growth Option 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth
Name Sailesh Jain Parijat Garg
Total AUM ₹17041 Cr ₹151 Cr
Funds Managed 7 2
Tata ELSS Fund - Regular Plan - Growth Option 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth

Market Cap

Scheme Name

Tata ELSS Fund - Regular Plan - Growth Option

360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth

Others 8.5 4.99
Large Cap 59.62 94.35
Small Cap 21.72 -
Mid Cap 10.16 0.66

Sector Allocation

Scheme Name

Tata ELSS Fund - Regular Plan - Growth Option

360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth

Others 4.39 1.86
Communication Services 4.18 4.55
Energy 5.29 10.41
Technology 6.03 9.94
Basic Materials 7.06 6.36
Industrials 14.31 6.03
Financial Services 33.88 36.28
Consumer Defensive 1.83 6.7
Healthcare 3.19 3.61
Consumer Cyclical 14.67 11.7
Real Estate 2.59 -
Utilities 2.58 2.56

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