Canara Robeco ELSS Tax Saver Fund vs Tata ELSS Tax Saver Fund compare
Tata ELSS Fund - Regular Plan - Growth Option
Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata ELSS Fund - Regular Plan - Growth Option | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹4795 Cr | ₹9118 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 13 Oct 2014 | 02 Feb 2009 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 TRI |
| Turn Over | 20% | 32% |
| Expense Ratio | 1.82 | 1.69 |
| Manager | Sailesh Jain | Shridatta Bhandwaldar |
| ISIN Code | INF277K01I52 | INF760K01100 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.76% | -1.39% |
| 6 Month | 5.83% | 3.5% |
| 1 Year | 2.82% | 2.54% |
| 3 Year | 14.87% | 14.4% |
| 5 Year | 16.67% | 15.95% |
SIP Return Analysis
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.97% | 0.09% |
| 1 Year | 12.11% | 8.67% |
| 3 Year | 13.8% | 12.52% |
| 5 Year | 14.64% | 13.22% |
Rolling Lumpsum Returns
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.33% | 12.18% |
| 3 Year | 15.02% | 14.94% |
| 5 Year | 14.15% | 15.53% |
Risk Management
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.5% | 12.05% |
| Sharp | 0.7% | 0.7% |
| Beta | 0.97% | 0.92% |
| Alpha | -0.5% | -0.63% |
Fund Managers
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Sailesh Jain | Shridatta Bhandwaldar |
| Total AUM | ₹17041 Cr | ₹69491 Cr |
| Funds Managed | 7 | 12 |
| Tata ELSS Fund - Regular Plan - Growth Option | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 10.14 | 6.07 |
| Large Cap | 58.47 | 69.54 |
| Small Cap | 18.46 | 9.24 |
| Mid Cap | 12.93 | 15.14 |
Sector Allocation
| Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.83 | 2.09 |
| Communication Services | 6.15 | 4.2 |
| Energy | 5.36 | 5.49 |
| Technology | 7.47 | 6.81 |
| Basic Materials | 7.08 | 5.24 |
| Industrials | 14.08 | 13.14 |
| Financial Services | 33.69 | 29.46 |
| Consumer Defensive | 1.75 | 6.21 |
| Healthcare | 4.49 | 7.01 |
| Consumer Cyclical | 12.56 | 14.99 |
| Real Estate | 2.2 | 2.35 |
| Utilities | 2.35 | 3 |
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