Edelweiss ELSS Tax saver Fund vs Tata ELSS Tax Saver Fund compare
Tata ELSS Tax Saver Fund-Growth-Regular Plan
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4398 Cr | ₹383 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 13 Oct 2014 | 30 Dec 2008 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 20% | 57% |
Expense Ratio | 1.82 | 2.35 |
Manager | Sailesh Jain | Trideep Bhattacharya |
ISIN Code | INF277K01I52 | INF754K01517 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 2.32% | 2.95% |
6 Month | -4% | -3.98% |
1 Year | 5.72% | 4.01% |
3 Year | 20.04% | 20.31% |
5 Year | 22.59% | 22.23% |
SIP Return Analysis
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 6.87% | 7.91% |
1 Year | 4.39% | 5.45% |
3 Year | 15.88% | 16.48% |
5 Year | 16.57% | 16.33% |
Rolling Lumpsum Returns
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.57% | 12.12% |
3 Year | 14.8% | 13.49% |
5 Year | 13.66% | 13.58% |
Risk Management
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.429% | 13.32% |
Sharp | 0.451% | 0.526% |
Beta | 0.972% | 0.938% |
Alpha | 0.237% | -0.306% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Name | Sailesh Jain | Trideep Bhattacharya |
Total AUM | ₹17041 Cr | ₹0 Cr |
Funds Managed | 7 | 9 |
Tata ELSS Tax Saver Fund-Growth-Regular Plan | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 5.12 | 4.15 |
Large Cap | 60.14 | 63.86 |
Small Cap | 24.69 | 13.66 |
Mid Cap | 10.05 | 18.34 |
Sector Allocation
Scheme Name |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.54 | 3.06 |
Communication Services | 3.74 | 3.11 |
Energy | 5.19 | 6.33 |
Technology | 7.95 | 12.37 |
Basic Materials | 7.21 | 4.18 |
Consumer Cyclical | 16.2 | 9.54 |
Industrials | 13.81 | 11.24 |
Financial Services | 31.02 | 33.47 |
Healthcare | 3.54 | 8 |
Real Estate | 2.78 | 1.56 |
Utilities | 2.54 | 2.22 |
Consumer Defensive | 1.49 | 4.92 |
Top Comparisons
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
3Y Returns6.96%
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
3Y Returns6.85%
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option
3Y Returns24.84%
LIC MF Banking & Financial Services Fund Regular-Growth
3Y Returns19.35%
Motilal Oswal Nifty 500 Index Fund - Regular Plan
3Y Returns19.39%
IDBI Nifty Next 50 Index Fund Growth
3Y Returns21.61%
HDFC Corporate Bond Fund - Growth Option
3Y Returns8.14%
Invesco India Corporate Bond Fund - Growth
3Y Returns7.59%