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Edelweiss ELSS Tax saver Fund vs Tata ELSS Tax Saver Fund compare
Tata ELSS Fund - Regular Plan - Growth Option
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata ELSS Fund - Regular Plan - Growth Option | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹4582 Cr | ₹412 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 Fund - Regular Plan - Growth Option | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 3.64% | 4.82% |
| 6 Month | 1.98% | 3.33% |
| 1 Year | 4.8% | 4.63% |
| 3 Year | 21.01% | 21.2% |
| 5 Year | 22.47% | 22.19% |
SIP Return Analysis
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 9.83% | 11% |
| 1 Year | 9.95% | 12.15% |
| 3 Year | 17.79% | 18.84% |
| 5 Year | 17.67% | 17.71% |
Rolling Lumpsum Returns
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | 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 Fund - Regular Plan - Growth Option | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.43% | 14.02% |
| Sharp | 0.77% | 0.78% |
| Beta | 0.97% | 0.95% |
| Alpha | 0.64% | 0.59% |
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Fund Managers
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | 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 Fund - Regular Plan - Growth Option | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
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 Fund - Regular Plan - Growth Option |
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 |
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