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)	₹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

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	DSP ELSS Tax Saver Fund - Regular Plan - Growth
1 Month	2.92%	2.25%
6 Month	9.06%	5.49%
1 Year	3.56%	4.27%
3 Year	15.28%	19.38%
5 Year	19.6%	22.79%

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	DSP ELSS Tax Saver Fund - Regular Plan - Growth
6 Month	4.05%	3%
1 Year	13.92%	11.81%
3 Year	14.61%	17.55%
5 Year	15.08%	17.64%

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%

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	DSP ELSS Tax Saver Fund - Regular Plan - Growth
Standard Deviation	13.16%	12.57%
Sharp	0.66%	0.99%
Beta	0.97%	0.97%
Alpha	-0.46%	2.88%

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	8.5	-
Large Cap	59.62	70.42
Small Cap	21.72	14.34
Mid Cap	10.16	15.24

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	DSP ELSS Tax Saver Fund - Regular Plan - Growth
Others	4.39	2.79
Communication Services	4.18	-
Energy	5.29	-
Technology	6.03	-
Basic Materials	7.06	-
Industrials	14.31	-
Financial Services	33.88	-
Consumer Defensive	1.83	-
Healthcare	3.19	-
Consumer Cyclical	14.67	-
Real Estate	2.59	-
Utilities	2.58	-
Telecom - Services	-	4.58
IT - Software	-	8.06
Cement & Cement Products	-	1.82
Construction	-	3.94
Finance	-	3.85
Consumer Durables	-	2.77
Petroleum Products	-	3.4
Diversified FMCG	-	3.6
Non - Ferrous Metals	-	1.32
Pharmaceuticals & Biotechnology	-	7.35
Banks	-	29.06
Healthcare Services	-	2.7
Chemicals & Petrochemicals	-	1.88
Automobiles	-	3.99
Transport Services	-	0.66
Insurance	-	3.97
Gas	-	1.98
Fertilizers & Agrochemicals	-	0.88
Industrial Products	-	0.36
Oil	-	1.33
Auto Components	-	4.31
Personal Products	-	1.4
Power	-	1.93
Ferrous Metals	-	1.26
Textiles & Apparels	-	0.81