Edelweiss ELSS Tax saver Fund vs Tata ELSS Tax Saver Fund compare

Link copied to clipboard!

Tata ELSS Fund - Regular Plan - Growth Option

Invest Now

Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹4795 Cr	₹448 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

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
1 Month	0.68%	0.83%
6 Month	2.09%	2.9%
1 Year	4.73%	6.87%
3 Year	15.86%	17.64%
5 Year	15.55%	15.13%

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
6 Month	4.91%	5.24%
1 Year	18.28%	19.55%
3 Year	14.6%	15.33%
5 Year	14.9%	15.04%

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
1 Year	12.26%	11.23%
3 Year	15.06%	14.03%
5 Year	14.19%	13.82%

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Standard Deviation	12.5%	12.15%
Sharp	0.77%	0.88%
Beta	0.97%	0.97%
Alpha	-0.59%	0.85%

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

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Others	10.14	2.09
Large Cap	58.47	60.89
Small Cap	18.46	16.36
Mid Cap	12.93	20.66

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Others	2.83	2.09
Communication Services	6.15	-
Energy	5.36	-
Technology	7.47	-
Basic Materials	7.08	-
Industrials	14.08	-
Financial Services	33.69	-
Consumer Defensive	1.75	-
Healthcare	4.49	-
Consumer Cyclical	12.56	-
Real Estate	2.2	-
Utilities	2.35	-
Petroleum Products	-	6.68
IT - Software	-	9.25
Food Products	-	1.19
Retailing	-	1.91
Construction	-	3.69
Ferrous Metals	-	1.68
Healthcare Services	-	1.51
Banks	-	20.01
Diversified FMCG	-	1.99
Non - Ferrous Metals	-	0.41
Pharmaceuticals & Biotechnology	-	6
Electrical Equipment	-	1.35
Chemicals & Petrochemicals	-	0.9
Automobiles	-	5.04
IT - Hardware	-	1.04
Capital Markets	-	5.21
Finance	-	9.7
Power	-	1.7
Insurance	-	1.13
Financial Technology (Fintech)	-	1.32
Agricultural Food & other Products	-	0.67
Agricultural, Commercial & Construction Vehicles	-	0.56
Realty	-	1.17
Fertilizers & Agrochemicals	-	0.41
Aerospace & Defense	-	2.02
Oil	-	0.39
Consumer Durables	-	1.12
Telecom - Services	-	3.94
Cement & Cement Products	-	1.12
Auto Components	-	3.03
Industrial Products	-	0.99
Beverages	-	0.44
Industrial Manufacturing	-	0.34