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) | ₹897 Cr | ₹4472 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 | 1.61% | 2.56% |
6 Month | 14.69% | 14.28% |
1 Year | -1.34% | -2.83% |
3 Year | 17.32% | 14.52% |
5 Year | 18.44% | 19.62% |
SIP Return Analysis
Scheme Name | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH | Tata ELSS Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.52% | 2.82% |
1 Year | 9.03% | 7.24% |
3 Year | 17.24% | 13.99% |
5 Year | 15.86% | 14.86% |
Rolling Lumpsum Returns
Scheme Name | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH | Tata ELSS Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 12.15% | 13.05% |
3 Year | 12.41% | 14.97% |
5 Year | 14.45% | 13.83% |
Risk Management
Scheme Name | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH | Tata ELSS Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.39% | 13.41% |
Sharp | 0.74% | 0.56% |
Beta | 0.95% | 0.97% |
Alpha | 3.05% | 0.41% |
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 | 6.44 | 8.42 |
Large Cap | 58.55 | 59.84 |
Small Cap | 17.27 | 21.73 |
Mid Cap | 17.74 | 10.01 |
Sector Allocation
Scheme Name |
BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
Tata ELSS Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.86 | 4.55 |
Energy | 3.9 | 5.27 |
Technology | 9.46 | 6.27 |
Industrials | 11.51 | 14.5 |
Consumer Cyclical | 13.48 | 13.87 |
Financial Services | 30.28 | 34.15 |
Basic Materials | 7.13 | 7.14 |
Healthcare | 8.36 | 3.38 |
Consumer Defensive | 5.78 | 1.76 |
Communication Services | 3.05 | 4.22 |
Utilities | 3.19 | 2.51 |
Real Estate | - | 2.4 |
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