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) | ₹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 | 1.5% | 1.61% |
| 6 Month | 7.66% | 5.16% |
| 1 Year | 1.19% | 6.09% |
| 3 Year | 14.65% | - |
| 5 Year | 18.71% | - |
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 | 2.59% | 2.38% |
| 1 Year | 11.71% | 12.54% |
| 3 Year | 13.72% | - |
| 5 Year | 14.46% | - |
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 |
Top Comparisons
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH
3Y Returns8.03%
Mirae Asset Equity Savings Fund- Regular Plan- Growth
3Y Returns11.06%
Tata Large & Mid Cap Fund- Regular Plan - Growth Option
3Y Returns13.06%
Sundaram Large and Midcap Fund Regular Plan - Growth
3Y Returns15.46%
Kotak Dynamic Bond Fund Regular Plan Growth
3Y Returns7.5%
Axis Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns7.79%
Nippon India Credit Risk Fund - Growth Plan
3Y Returns8.46%
Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option
3Y Returns7.99%