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) | ₹4595 Cr | ₹87 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 | -1.11% | 0.5% |
6 Month | 9.94% | 9.86% |
1 Year | -0.62% | 2.17% |
3 Year | 15.26% | - |
5 Year | 19.92% | - |
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 | 2.26% | 2.37% |
1 Year | 1.42% | 5.39% |
3 Year | 13.14% | - |
5 Year | 14.63% | - |
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 | 13.32% | - |
Sharp | 0.72% | - |
Beta | 0.96% | - |
Alpha | 0.66% | - |
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 | 8.42 | 3.61 |
Large Cap | 59.84 | 95.25 |
Small Cap | 21.73 | - |
Mid Cap | 10.01 | 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 | 4.55 | 0.76 |
Communication Services | 4.22 | 4.61 |
Energy | 5.27 | 10.47 |
Technology | 6.27 | 10.37 |
Basic Materials | 7.14 | 6.08 |
Industrials | 14.5 | 5.88 |
Financial Services | 34.15 | 37.57 |
Consumer Defensive | 1.76 | 6.7 |
Healthcare | 3.38 | 3.75 |
Consumer Cyclical | 13.87 | 11.23 |
Real Estate | 2.4 | - |
Utilities | 2.51 | 2.57 |
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