DSP ELSS Tax Saver Fund vs Tata ELSS Tax Saver Fund compare

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Tata ELSS Fund - Regular Plan - Growth Option

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DSP ELSS Tax Saver Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹4795 Cr	₹17570 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

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	DSP ELSS Tax Saver Fund - Regular Plan - Growth
1 Month	1.39%	1.91%
6 Month	4.66%	3.87%
1 Year	4.56%	6.55%
3 Year	16.1%	20.2%
5 Year	16.73%	19.7%

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	DSP ELSS Tax Saver Fund - Regular Plan - Growth
6 Month	4.91%	4.99%
1 Year	18.28%	16.92%
3 Year	14.6%	17.51%
5 Year	14.9%	17.53%

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	DSP ELSS Tax Saver Fund - Regular Plan - Growth
1 Year	12.29%	13.62%
3 Year	15.06%	16.8%
5 Year	14.19%	16.16%

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	DSP ELSS Tax Saver Fund - Regular Plan - Growth
Standard Deviation	12.5%	12.57%
Sharp	0.7%	0.96%
Beta	0.97%	0.96%
Alpha	-0.5%	3.04%

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

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	DSP ELSS Tax Saver Fund - Regular Plan - Growth
Others	2.85	0.91
Large Cap	61.3	70.13
Small Cap	19.45	12.89
Mid Cap	16.4	16.07

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	DSP ELSS Tax Saver Fund - Regular Plan - Growth
Others	2.85	0.91
Telecom - Services	6.15	5.02
Petroleum Products	4.41	3.05
IT - Software	6.32	9.63
Pharmaceuticals & Biotechnology	4.75	6.61
Household Products	0.4	-
Construction	3.52	3.83
Finance	5.69	5.64
Minerals & Mining	1.49	-
Diversified FMCG	0.64	3.4
Non - Ferrous Metals	1.52	0.89
Banks	22.27	29.67
Leisure Services	1.88	-
Cement & Cement Products	2.84	1.5
Capital Markets	2.14	-
Healthcare Equipment & Supplies	0.16	-
Insurance	3.58	3.79
Auto Components	8.49	4.45
Electrical Equipment	1.45	-
Agricultural, Commercial & Construction Vehicles	0.56	-
Realty	2.2	-
Aerospace & Defense	1.22	-
Industrial Products	5.34	0.31
Consumer Durables	0.76	2.72
Consumable Fuels	0.95	-
Fertilizers & Agrochemicals	1.06	0.89
Transport Services	1.05	0.61
Retailing	1.62	-
Power	2.35	1.6
Beverages	1.11	-
Healthcare Services	1.23	2.55
Chemicals & Petrochemicals	-	1.7
Automobiles	-	3.8
Gas	-	3.01
Oil	-	1.3
Personal Products	-	1.31
Ferrous Metals	-	0.99
Textiles & Apparels	-	0.82