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) | ₹4472 Cr | ₹8744 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 | 3.06% | 2.65% |
6 Month | 14.83% | 16.1% |
1 Year | -2.7% | -1.86% |
3 Year | 15.44% | 14.76% |
5 Year | 19.56% | 19.24% |
SIP Return Analysis
Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.82% | 3.42% |
1 Year | 7.24% | 9.57% |
3 Year | 13.99% | 14.35% |
5 Year | 14.86% | 14.45% |
Rolling Lumpsum Returns
Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.05% | 12.57% |
3 Year | 14.97% | 14.98% |
5 Year | 13.83% | 15.42% |
Risk Management
Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.41% | 12.05% |
Sharp | 0.56% | 0.63% |
Beta | 0.97% | 0.92% |
Alpha | 0.41% | -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 | 8.42 | 6.03 |
Large Cap | 59.84 | 67.85 |
Small Cap | 21.73 | 10 |
Mid Cap | 10.01 | 16.12 |
Sector Allocation
Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.55 | 3.71 |
Communication Services | 4.22 | 3.15 |
Energy | 5.27 | 5.69 |
Technology | 6.27 | 7.32 |
Basic Materials | 7.14 | 5.59 |
Industrials | 14.5 | 12.51 |
Financial Services | 34.15 | 28.78 |
Consumer Defensive | 1.76 | 6.16 |
Healthcare | 3.38 | 7.22 |
Consumer Cyclical | 13.87 | 14.54 |
Real Estate | 2.4 | 1.64 |
Utilities | 2.51 | 3.67 |
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