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) | ₹4717 Cr | ₹9073 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 | 3.49% | 2.27% |
| 6 Month | 7.07% | 5.97% |
| 1 Year | 7.12% | 7.24% |
| 3 Year | 15.2% | 14.84% |
| 5 Year | 18.26% | 18.11% |
SIP Return Analysis
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.53% | 2.38% |
| 1 Year | 14.53% | 13.24% |
| 3 Year | 14.7% | 14.07% |
| 5 Year | 15.02% | 14.01% |
Rolling Lumpsum Returns
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.49% | 12.31% |
| 3 Year | 15.03% | 14.97% |
| 5 Year | 14.05% | 15.52% |
Risk Management
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.16% | 12.05% |
| Sharp | 0.66% | 0.72% |
| Beta | 0.97% | 0.92% |
| Alpha | -0.46% | -0.95% |
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 | 8.81 | 6.71 |
| Large Cap | 60.41 | 68.36 |
| Small Cap | 20.81 | 9.81 |
| Mid Cap | 9.97 | 15.12 |
Sector Allocation
| Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.65 | 2.73 |
| Communication Services | 4.41 | 4.1 |
| Energy | 5.45 | 5.34 |
| Technology | 6.25 | 6.71 |
| Basic Materials | 7.32 | 5.32 |
| Industrials | 15.33 | 13.48 |
| Financial Services | 34.31 | 28.78 |
| Consumer Defensive | 1.85 | 5.82 |
| Healthcare | 3.39 | 7.14 |
| Consumer Cyclical | 13.04 | 15.02 |
| Real Estate | 2.54 | 2.41 |
| Utilities | 2.47 | 3.15 |
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