Axis ELSS Tax Saver Fund vs Tata ELSS Tax Saver Fund compare

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Tata ELSS Tax Saver Fund-Growth-Regular Plan

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Axis ELSS Tax Saver Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Tata ELSS Tax Saver Fund-Growth-Regular Plan	Axis ELSS Tax Saver Fund - Regular Plan - Growth
Fund	Tata ELSS Tax Saver Fund-Growth-Regular Plan	Axis ELSS Tax Saver Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹4398 Cr	₹34497 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	1.54
Manager	Sailesh Jain	Shreyash Devalkar
ISIN Code	INF277K01I52	INF846K01131
Exits Load	Data not available./365	Data not available./365

Scheme Name	Tata ELSS Tax Saver Fund-Growth-Regular Plan	Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Month	4.93%	3.53%
6 Month	1.82%	3.93%
1 Year	11.81%	10.38%
3 Year	19.95%	16.79%
5 Year	25.31%	19.49%

Scheme Name	Tata ELSS Tax Saver Fund-Growth-Regular Plan	Axis ELSS Tax Saver Fund - Regular Plan - Growth
6 Month	4.69%	5.8%
1 Year	3.02%	6.76%
3 Year	16.54%	16.12%
5 Year	17.06%	13.38%

Scheme Name	Tata ELSS Tax Saver Fund-Growth-Regular Plan	Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Year	13.97%	14.83%
3 Year	14.85%	14.18%
5 Year	13.39%	16.65%

Scheme Name	Tata ELSS Tax Saver Fund-Growth-Regular Plan	Axis ELSS Tax Saver Fund - Regular Plan - Growth
Standard Deviation	14.429%	15.43%
Sharp	0.451%	0.37%
Beta	0.972%	1%
Alpha	0.237%	-3.67%

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Scheme Name	Tata ELSS Tax Saver Fund-Growth-Regular Plan	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 Tax Saver Fund-Growth-Regular Plan	Axis ELSS Tax Saver Fund - Regular Plan - Growth

Scheme Name	Tata ELSS Tax Saver Fund-Growth-Regular Plan	Axis ELSS Tax Saver Fund - Regular Plan - Growth
Others	5.12	4.56
Large Cap	60.14	72.54
Small Cap	24.69	2.65
Mid Cap	10.05	20.25

Scheme Name	Tata ELSS Tax Saver Fund-Growth-Regular Plan	Axis ELSS Tax Saver Fund - Regular Plan - Growth
Others	4.54	4.56
Communication Services	3.74	-
Energy	5.19	-
Technology	7.95	-
Basic Materials	7.21	-
Consumer Cyclical	16.2	-
Industrials	13.81	-
Financial Services	31.02	-
Healthcare	3.54	-
Real Estate	2.78	-
Utilities	2.54	-
Consumer Defensive	1.49	-
Petroleum Products	-	1.18
Electrical Equipment	-	2.6
Industrial Products	-	1.49
IT - Software	-	7.16
Construction	-	2.02
Retailing	-	6.24
Finance	-	8.44
Healthcare Services	-	2.39
Diversified FMCG	-	0.49
Banks	-	19.22
Non - Ferrous Metals	-	0.28
Pharmaceuticals & Biotechnology	-	7.58
Chemicals & Petrochemicals	-	2.75
Leisure Services	-	1.57
Auto Components	-	1.62
Ferrous Metals	-	0.54
Automobiles	-	5.53
Personal Products	-	0.26
Insurance	-	2.44
Fertilizers & Agrochemicals	-	2.07
Consumer Durables	-	2.1
Beverages	-	1.42
Realty	-	1.23
Food Products	-	1.3
Aerospace & Defense	-	0.64
Telecom - Services	-	4.18
Financial Technology (Fintech)	-	0.9
Cement & Cement Products	-	2.16
Transport Services	-	1.95
Power	-	3.49
Industrial Manufacturing	-	0.2