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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) | ₹4472 Cr | ₹16981 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 | 3.42% | 2.82% |
| 6 Month | 14.48% | 12.72% |
| 1 Year | -2.71% | -1.78% |
| 3 Year | 15.56% | 19.45% |
| 5 Year | 19.79% | 23.19% |
SIP Return Analysis
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.82% | 1.78% |
| 1 Year | 7.24% | 7.27% |
| 3 Year | 13.99% | 17.88% |
| 5 Year | 14.86% | 17.97% |
Rolling Lumpsum Returns
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.05% | 14.04% |
| 3 Year | 14.97% | 16.42% |
| 5 Year | 13.83% | 15.92% |
Risk Management
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.41% | 12.57% |
| Sharp | 0.56% | 0.9% |
| Beta | 0.97% | 0.96% |
| Alpha | 0.41% | 3.06% |
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 | 8.61 | 4.4 |
| Large Cap | 60.01 | 66.1 |
| Small Cap | 21.24 | 13.42 |
| Mid Cap | 10.14 | 16.09 |
Sector Allocation
| Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.62 | 1.93 |
| Communication Services | 4.28 | 4.67 |
| Energy | 5.31 | 4.33 |
| Technology | 6.33 | 8.79 |
| Basic Materials | 7.26 | 8.92 |
| Industrials | 14.3 | 5.17 |
| Financial Services | 33.62 | 36.98 |
| Consumer Defensive | 1.89 | 5.33 |
| Healthcare | 3.33 | 10.52 |
| Consumer Cyclical | 14.27 | 9.73 |
| Real Estate | 2.26 | - |
| Utilities | 2.53 | 3.64 |
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