BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH vs Tata ELSS Tax Saver Fund compare
BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH
Tata ELSS Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH | Tata ELSS Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹952 Cr | ₹4795 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 05 Jan 2006 | 13 Oct 2014 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | % | 20% |
| Expense Ratio | 2.2 | 1.82 |
| Manager | Miten Vora | Sailesh Jain |
| ISIN Code | INF251K01985 | INF277K01I52 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.06% | -0.76% |
| 6 Month | 6.85% | 5.83% |
| 1 Year | 3.1% | 2.82% |
| 3 Year | 18.59% | 14.87% |
| 5 Year | 15.82% | 16.67% |
SIP Return Analysis
| Scheme Name | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.67% | 1.97% |
| 1 Year | 14.19% | 12.11% |
| 3 Year | 16.64% | 13.8% |
| 5 Year | 15.9% | 14.64% |
Rolling Lumpsum Returns
| Scheme Name | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.86% | 12.33% |
| 3 Year | 12.66% | 15.02% |
| 5 Year | 14.6% | 14.15% |
Risk Management
| Scheme Name | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.26% | 13.11% |
| Sharp | 0.87% | 0.63% |
| Beta | 0.96% | 0.97% |
| Alpha | 3.32% | -0.07% |
Fund Managers
| Scheme Name | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Miten Vora | Sailesh Jain |
| Total AUM | ₹6478 Cr | ₹17041 Cr |
| Funds Managed | 6 | 7 |
| BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH | Tata ELSS Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.98 | 10.14 |
| Large Cap | 61.31 | 58.47 |
| Small Cap | 10.06 | 18.46 |
| Mid Cap | 21.66 | 12.93 |
Sector Allocation
| Scheme Name |
BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.9 | 2.83 |
| Energy | 4.21 | 5.36 |
| Technology | 11.32 | 7.47 |
| Industrials | 11.49 | 14.08 |
| Consumer Cyclical | 14.77 | 12.56 |
| Basic Materials | 7.15 | 7.08 |
| Financial Services | 31.64 | 33.69 |
| Healthcare | 7 | 4.49 |
| Consumer Defensive | 4.31 | 1.75 |
| Communication Services | 3.2 | 6.15 |
| Utilities | 3.01 | 2.35 |
| Real Estate | - | 2.2 |
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