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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) | ₹4472 Cr | ₹34528 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 | 2.56% | 2.07% |
| 6 Month | 14.28% | 14.13% |
| 1 Year | -2.83% | -1.08% |
| 3 Year | 14.52% | 11.86% |
| 5 Year | 19.62% | 15.61% |
SIP Return Analysis
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.82% | 3.52% |
| 1 Year | 7.24% | 10.73% |
| 3 Year | 13.99% | 14.58% |
| 5 Year | 14.86% | 12.04% |
Rolling Lumpsum Returns
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.05% | 14.24% |
| 3 Year | 14.97% | 14.15% |
| 5 Year | 13.83% | 16.86% |
Risk Management
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.41% | 15.43% |
| Sharp | 0.56% | 0.45% |
| Beta | 0.97% | 0.88% |
| Alpha | 0.41% | -2.28% |
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 | 8.42 | 8.32 |
| Large Cap | 59.84 | 66.94 |
| Small Cap | 21.73 | 2.99 |
| Mid Cap | 10.01 | 21.76 |
Sector Allocation
| Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.55 | 2.58 |
| Communication Services | 4.22 | 5.23 |
| Energy | 5.27 | 2.16 |
| Technology | 6.27 | 7.59 |
| Basic Materials | 7.14 | 8.25 |
| Industrials | 14.5 | 10.94 |
| Financial Services | 34.15 | 30.08 |
| Consumer Defensive | 1.76 | 5.28 |
| Healthcare | 3.38 | 9.41 |
| Consumer Cyclical | 13.87 | 14.4 |
| Real Estate | 2.4 | 1.16 |
| Utilities | 2.51 | 2.91 |
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