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) | ₹4582 Cr | ₹85 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 | 2.86% | 3.68% |
6 Month | 0.49% | 6.25% |
1 Year | 2.76% | 5.3% |
3 Year | 20.74% | - |
5 Year | 22.13% | - |
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 | 9.83% | 9.39% |
1 Year | 9.95% | 14.06% |
3 Year | 17.79% | - |
5 Year | 17.67% | - |
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 | 13.57% | 23.32% |
3 Year | 14.8% | - |
5 Year | 13.66% | - |
Risk Management
Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
Standard Deviation | 14.43% | - |
Sharp | 0.77% | - |
Beta | 0.97% | - |
Alpha | 0.64% | - |
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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 | 7.2 | 1.5 |
Large Cap | 61.49 | 97.41 |
Small Cap | 21.41 | - |
Mid Cap | 9.9 | 1.09 |
Sector Allocation
Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
Others | 5.4 | 0.7 |
Communication Services | 4.1 | 4.42 |
Energy | 5.44 | 10.75 |
Technology | 6.67 | 11.18 |
Basic Materials | 6.69 | 5.76 |
Consumer Cyclical | 14.48 | 10.98 |
Industrials | 13.79 | 5.99 |
Financial Services | 34.16 | 37.33 |
Healthcare | 3.25 | 3.63 |
Real Estate | 2.5 | - |
Utilities | 2.51 | 2.57 |
Consumer Defensive | 0.99 | 6.7 |
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