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) | ₹4795 Cr | ₹94 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 | -0.02% | -0.15% |
| 6 Month | 2.98% | 2.66% |
| 1 Year | 4.93% | 10.87% |
| 3 Year | 15.89% | 13.49% |
| 5 Year | 16.49% | - |
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 | 3.63% | 3.46% |
| 1 Year | 15% | 13.76% |
| 3 Year | 13.98% | - |
| 5 Year | 14.73% | - |
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 | 12.33% | 20.3% |
| 3 Year | 15.02% | - |
| 5 Year | 14.15% | - |
Risk Management
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.5% | - |
| Sharp | 0.7% | - |
| Beta | 0.97% | - |
| Alpha | -0.5% | - |
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 | 10.14 | 3.87 |
| Large Cap | 58.47 | 94.8 |
| Small Cap | 18.46 | - |
| Mid Cap | 12.93 | 1.33 |
Sector Allocation
| Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
|---|---|---|
| Others | 2.83 | 0.58 |
| Communication Services | 6.15 | 4.77 |
| Energy | 5.36 | 10.82 |
| Technology | 7.47 | 10.18 |
| Basic Materials | 7.08 | 6.13 |
| Industrials | 14.08 | 7.2 |
| Financial Services | 33.69 | 36.63 |
| Consumer Defensive | 1.75 | 6.45 |
| Healthcare | 4.49 | 4.29 |
| Consumer Cyclical | 12.56 | 10.64 |
| Real Estate | 2.2 | - |
| Utilities | 2.35 | 2.31 |
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