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DSP ELSS Tax Saver Fund vs Tata ELSS Tax Saver Fund compare
Tata ELSS Fund - Regular Plan - Growth Option
DSP ELSS Tax Saver Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Tata ELSS Fund - Regular Plan - Growth Option | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹4550 Cr | ₹16749 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 13 Oct 2014 | 18 Jan 2007 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 20% | 35% |
| Expense Ratio | 1.82 | 1.64 |
| Manager | Sailesh Jain | Rohit Singhania |
| ISIN Code | INF277K01I52 | INF740K01185 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.39% | 2.44% |
| 6 Month | 8.87% | 4.99% |
| 1 Year | 2.44% | 3.31% |
| 3 Year | 15.33% | 19.23% |
| 5 Year | 20.17% | 23.45% |
SIP Return Analysis
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.24% | - |
| 1 Year | 6.39% | 6.04% |
| 3 Year | 11.96% | 15.49% |
| 5 Year | 13.61% | 16.52% |
Rolling Lumpsum Returns
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.85% | 13.91% |
| 3 Year | 14.94% | 16.51% |
| 5 Year | 13.91% | 15.97% |
Risk Management
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.16% | 13.12% |
| Sharp | 0.66% | 0.92% |
| Beta | 0.97% | 0.96% |
| Alpha | -0.46% | 2.95% |
Fund Managers
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Name | Sailesh Jain | Rohit Singhania |
| Total AUM | ₹17041 Cr | ₹46862 Cr |
| Funds Managed | 7 | 7 |
| Tata ELSS Fund - Regular Plan - Growth Option | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.5 | 5.08 |
| Large Cap | 59.62 | 65.66 |
| Small Cap | 21.72 | 13.32 |
| Mid Cap | 10.16 | 15.94 |
Sector Allocation
| Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.39 | 2.76 |
| Communication Services | 4.18 | 4.59 |
| Energy | 5.29 | 4.74 |
| Technology | 6.03 | 8.06 |
| Basic Materials | 7.06 | 9 |
| Industrials | 14.31 | 4.96 |
| Financial Services | 33.88 | 36.88 |
| Consumer Defensive | 1.83 | 5 |
| Healthcare | 3.19 | 10.06 |
| Consumer Cyclical | 14.67 | 10.04 |
| Real Estate | 2.59 | - |
| Utilities | 2.58 | 3.91 |
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