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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) | ₹4595 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 | -2.65% | -3.14% |
| 6 Month | 11.93% | 10.84% |
| 1 Year | -5.05% | -4.4% |
| 3 Year | 14.76% | 18.77% |
| 5 Year | 18.49% | 21.75% |
SIP Return Analysis
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.49% | -1.68% |
| 1 Year | -0.58% | -0.5% |
| 3 Year | 12.11% | 16.13% |
| 5 Year | 14.17% | 17.39% |
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 | 13.32% | 12.57% |
| Sharp | 0.72% | 1.05% |
| Beta | 0.96% | 0.94% |
| Alpha | 0.66% | 3.08% |
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 | 8.42 | 6.33 |
| Large Cap | 59.84 | 63.25 |
| Small Cap | 21.73 | 13.76 |
| Mid Cap | 10.01 | 16.66 |
Sector Allocation
| Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.55 | 3.88 |
| Communication Services | 4.22 | 4.66 |
| Energy | 5.27 | 4.51 |
| Technology | 6.27 | 7.33 |
| Basic Materials | 7.14 | 8.79 |
| Industrials | 14.5 | 5.23 |
| Financial Services | 34.15 | 36.23 |
| Consumer Defensive | 1.76 | 5.13 |
| Healthcare | 3.38 | 10.59 |
| Consumer Cyclical | 13.87 | 9.99 |
| Real Estate | 2.4 | - |
| Utilities | 2.51 | 3.65 |
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