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Axis ELSS Tax Saver Fund vs Tata ELSS Tax Saver Fund compare
Tata ELSS Fund - Regular Plan - Growth Option
Axis ELSS Tax Saver Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Tata ELSS Fund - Regular Plan - Growth Option | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹4795 Cr | ₹35084 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 13 Oct 2014 | 29 Dec 2009 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 20% | 25% |
| Expense Ratio | 1.82 | 1.53 |
| Manager | Sailesh Jain | Shreyash Devalkar |
| ISIN Code | INF277K01I52 | INF846K01131 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.08% | -1.79% |
| 6 Month | 4.27% | 1.47% |
| 1 Year | 1.43% | 1.09% |
| 3 Year | 14.79% | 13.47% |
| 5 Year | 16.5% | 10.53% |
SIP Return Analysis
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.15% | 0.65% |
| 1 Year | 15.4% | 9.84% |
| 3 Year | 14.17% | 12.4% |
| 5 Year | 14.59% | 10.77% |
Rolling Lumpsum Returns
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.33% | 13.69% |
| 3 Year | 15.02% | 14.01% |
| 5 Year | 14.15% | 16.47% |
Risk Management
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.5% | 15.43% |
| Sharp | 0.7% | 0.63% |
| Beta | 0.97% | 0.89% |
| Alpha | -0.5% | -0.79% |
Fund Managers
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Name | Sailesh Jain | Shreyash Devalkar |
| Total AUM | ₹17041 Cr | ₹166770 Cr |
| Funds Managed | 7 | 14 |
| Tata ELSS Fund - Regular Plan - Growth Option | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 10.14 | 8.51 |
| Large Cap | 58.47 | 66.01 |
| Small Cap | 18.46 | 3 |
| Mid Cap | 12.93 | 22.48 |
Sector Allocation
| Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.83 | 1.3 |
| Communication Services | 6.15 | 6.14 |
| Energy | 5.36 | 1.65 |
| Technology | 7.47 | 8.54 |
| Basic Materials | 7.08 | 8.31 |
| Industrials | 14.08 | 11.59 |
| Financial Services | 33.69 | 30.23 |
| Consumer Defensive | 1.75 | 3.64 |
| Healthcare | 4.49 | 9.02 |
| Consumer Cyclical | 12.56 | 15.98 |
| Real Estate | 2.2 | 1.12 |
| Utilities | 2.35 | 2.46 |
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