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	2.32%	1.37%
6 Month	-4%	-2.03%
1 Year	5.72%	5.13%
3 Year	20.04%	17.51%
5 Year	22.59%	17.36%

Scheme Name	Tata ELSS Tax Saver Fund-Growth-Regular Plan	Axis ELSS Tax Saver Fund - Regular Plan - Growth
6 Month	6.87%	6.11%
1 Year	4.39%	5.45%
3 Year	15.88%	14.8%
5 Year	16.57%	12.61%

Scheme Name	Tata ELSS Tax Saver Fund-Growth-Regular Plan	Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Year	13.57%	14.46%
3 Year	14.8%	14.01%
5 Year	13.66%	16.74%

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%	0.59%
Beta	0.972%	0.98%
Alpha	0.237%	-3%

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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	4.81
Large Cap	60.14	72.13
Small Cap	24.69	2.54
Mid Cap	10.05	20.53

Scheme Name	Tata ELSS Tax Saver Fund-Growth-Regular Plan	Axis ELSS Tax Saver Fund - Regular Plan - Growth
Others	4.54	4.81
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	-	1.7
Electrical Equipment	-	2.57
Industrial Products	-	1.43
IT - Software	-	6.59
Construction	-	1.89
Retailing	-	6.65
Finance	-	7.47
Healthcare Services	-	2.39
Diversified FMCG	-	0.49
Banks	-	19.7
Non - Ferrous Metals	-	0.25
Pharmaceuticals & Biotechnology	-	6.9
Chemicals & Petrochemicals	-	2.88
Leisure Services	-	1.53
Auto Components	-	1.67
Ferrous Metals	-	0.48
Automobiles	-	5.44
Personal Products	-	0.27
Insurance	-	2.6
Capital Markets	-	0.11
Fertilizers & Agrochemicals	-	2.16
Consumer Durables	-	2.23
Beverages	-	1.55
Realty	-	1.15
Food Products	-	1.36
Aerospace & Defense	-	0.66
Telecom - Services	-	4.39
Financial Technology (Fintech)	-	0.9
Cement & Cement Products	-	2.14
Transport Services	-	1.95
Power	-	3.45
Industrial Manufacturing	-	0.25