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) | ₹935 Cr | ₹4717 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 | 1.47% | 0.94% |
| 6 Month | 6.12% | 5.09% |
| 1 Year | 1.58% | 1.46% |
| 3 Year | 18.26% | 14.26% |
| 5 Year | 16.47% | 17.41% |
SIP Return Analysis
| Scheme Name | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.73% | 3.93% |
| 1 Year | 17.63% | 15.78% |
| 3 Year | 17.22% | 14.28% |
| 5 Year | 16% | 14.75% |
Rolling Lumpsum Returns
| Scheme Name | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.88% | 12.35% |
| 3 Year | 12.63% | 15.06% |
| 5 Year | 14.57% | 14.1% |
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% | 12.5% |
| Sharp | 0.87% | 0.7% |
| Beta | 0.96% | 0.97% |
| Alpha | 3.32% | -0.5% |
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 | 6.9 | 8.81 |
| Large Cap | 60.95 | 60.41 |
| Small Cap | 11.69 | 20.81 |
| Mid Cap | 20.46 | 9.97 |
Sector Allocation
| Scheme Name |
BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.82 | 3.65 |
| Energy | 4.07 | 5.45 |
| Technology | 11.09 | 6.25 |
| Industrials | 11.21 | 15.33 |
| Consumer Cyclical | 15.06 | 13.04 |
| Basic Materials | 7.55 | 7.32 |
| Financial Services | 30.3 | 34.31 |
| Healthcare | 7.17 | 3.39 |
| Consumer Defensive | 4.33 | 1.85 |
| Communication Services | 3.19 | 4.41 |
| Utilities | 3.23 | 2.47 |
| Real Estate | - | 2.54 |
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