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

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tortoise-icon Tata ELSS Tax Saver Fund-Growth-Regular Plan

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tortoise-icon 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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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Fund Managers

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

Market Cap

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

Sector Allocation

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

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