Canara Robeco ELSS Tax Saver Fund vs Tata ELSS Tax Saver Fund compare
Tata ELSS Tax Saver Fund-Growth-Regular Plan
Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4398 Cr | ₹8376 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 | 1.7 |
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 Tax Saver Fund-Growth-Regular Plan | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.73% | 3.08% |
6 Month | -5.8% | -4.27% |
1 Year | 6.72% | 6.99% |
3 Year | 15.07% | 14.36% |
5 Year | 21.67% | 22.1% |
SIP Return Analysis
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | 1.01% |
1 Year | -5.11% | -3.91% |
3 Year | 14.43% | 14.18% |
5 Year | 16.22% | 15.6% |
Rolling Lumpsum Returns
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.97% | 13.14% |
3 Year | 14.85% | 14.97% |
5 Year | 13.39% | 15.29% |
Risk Management
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.429% | 12.05% |
Sharp | 0.451% | 0.39% |
Beta | 0.972% | 0.94% |
Alpha | 0.237% | -1.09% |
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Fund Managers
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | 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 Tax Saver Fund-Growth-Regular Plan | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 5.12 | 4.45 |
Large Cap | 60.14 | 71.1 |
Small Cap | 24.69 | 9.87 |
Mid Cap | 10.05 | 14.57 |
Sector Allocation
Scheme Name |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.54 | 4.45 |
Communication Services | 3.74 | 3.68 |
Energy | 5.19 | 5.53 |
Technology | 7.95 | 9.03 |
Basic Materials | 7.21 | 5.54 |
Consumer Cyclical | 16.2 | 14.21 |
Industrials | 13.81 | 10.95 |
Financial Services | 31.02 | 28.14 |
Healthcare | 3.54 | 6.67 |
Real Estate | 2.78 | 1.88 |
Utilities | 2.54 | 3.92 |
Consumer Defensive | 1.49 | 5.99 |
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