360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular vs Tata ELSS Tax Saver Fund compare
Tata ELSS Fund - Regular Plan - Growth Option
360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth
Chart Comparison
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) | ₹4472 Cr | ₹86 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 | 3.42% | 2.8% |
6 Month | 14.48% | 13.07% |
1 Year | -2.71% | 0.41% |
3 Year | 15.56% | - |
5 Year | 19.79% | - |
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 | 2.82% | 3.09% |
1 Year | 7.24% | 10.51% |
3 Year | 13.99% | - |
5 Year | 14.86% | - |
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 | 13.05% | 21.43% |
3 Year | 14.97% | - |
5 Year | 13.83% | - |
Risk Management
Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
Standard Deviation | 13.41% | - |
Sharp | 0.56% | - |
Beta | 0.97% | - |
Alpha | 0.41% | - |
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 | 8.61 | 3.4 |
Large Cap | 60.01 | 95.47 |
Small Cap | 21.24 | - |
Mid Cap | 10.14 | 1.13 |
Sector Allocation
Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
Others | 4.62 | 0.58 |
Communication Services | 4.28 | 4.62 |
Energy | 5.31 | 10.36 |
Technology | 6.33 | 10.45 |
Basic Materials | 7.26 | 6.26 |
Industrials | 14.3 | 5.86 |
Financial Services | 33.62 | 36.61 |
Consumer Defensive | 1.89 | 6.91 |
Healthcare | 3.33 | 3.73 |
Consumer Cyclical | 14.27 | 12.1 |
Real Estate | 2.26 | - |
Utilities | 2.53 | 2.52 |
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