Axis ELSS Tax Saver Fund vs DSP ELSS Tax Saver Fund compare
DSP ELSS Tax Saver Fund - Regular Plan - Growth
Axis ELSS Tax Saver Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | DSP ELSS Tax Saver Fund - Regular Plan - Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Fund | DSP ELSS Tax Saver Fund - Regular Plan - Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹17570 Cr | ₹35084 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 18 Jan 2007 | 29 Dec 2009 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 35% | 25% |
| Expense Ratio | 1.64 | 1.53 |
| Manager | Rohit Singhania | Shreyash Devalkar |
| ISIN Code | INF740K01185 | INF846K01131 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | DSP ELSS Tax Saver Fund - Regular Plan - Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.22% | -1.46% |
| 6 Month | 2.03% | -0.34% |
| 1 Year | 6.82% | 4.28% |
| 3 Year | 20.14% | 14.5% |
| 5 Year | 19.76% | 10.79% |
SIP Return Analysis
| Scheme Name | DSP ELSS Tax Saver Fund - Regular Plan - Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.44% | 0.67% |
| 1 Year | 13.06% | 7.66% |
| 3 Year | 16.89% | 11.87% |
| 5 Year | 17.33% | 10.73% |
Rolling Lumpsum Returns
| Scheme Name | DSP ELSS Tax Saver Fund - Regular Plan - Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.72% | 13.69% |
| 3 Year | 16.78% | 14.01% |
| 5 Year | 16.13% | 16.47% |
Risk Management
| Scheme Name | DSP ELSS Tax Saver Fund - Regular Plan - Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.57% | 15.43% |
| Sharp | 0.96% | 0.63% |
| Beta | 0.96% | 0.89% |
| Alpha | 3.04% | -0.79% |
Fund Managers
| Scheme Name | DSP ELSS Tax Saver Fund - Regular Plan - Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Name | Rohit Singhania | Shreyash Devalkar |
| Total AUM | ₹46862 Cr | ₹166770 Cr |
| Funds Managed | 7 | 14 |
| DSP ELSS Tax Saver Fund - Regular Plan - Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 7 | 8.51 |
| Large Cap | 65.06 | 66.01 |
| Mid Cap | 16.26 | 22.48 |
| Small Cap | 11.68 | 3 |
Sector Allocation
| Scheme Name |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.91 | 1.3 |
| Communication Services | 5.02 | 6.14 |
| Technology | 9.63 | 8.54 |
| Basic Materials | 7.89 | 8.31 |
| Industrials | 4.75 | 11.59 |
| Financial Services | 39.1 | 30.23 |
| Energy | 5.34 | 1.65 |
| Consumer Defensive | 4.71 | 3.64 |
| Healthcare | 9.15 | 9.02 |
| Consumer Cyclical | 9.87 | 15.98 |
| Utilities | 3.61 | 2.46 |
| Real Estate | - | 1.12 |
Top Comparisons
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
3Y Returns20.77%
Aditya Birla Sun Life Infrastructure Fund-Growth
3Y Returns22.3%
Sundaram Liquid Fund (G)
3Y Returns6.89%
Axis Liquid Fund - Regular Plan - Growth Option
3Y Returns6.99%
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
3Y Returns14.66%
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
3Y Returns20.87%
ICICI Prudential All Seasons Bond Fund - Growth
3Y Returns7.64%
360 ONE Dynamic Bond Fund Regular-Growth
3Y Returns8.22%