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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) | ₹4717 Cr | ₹440 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 | 0.75% | 0.81% |
| 6 Month | 2.9% | 3.9% |
| 1 Year | 0.25% | 1.12% |
| 3 Year | 14.1% | 15.62% |
| 5 Year | 16.98% | 16.75% |
SIP Return Analysis
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.93% | 4.77% |
| 1 Year | 15.78% | 18.57% |
| 3 Year | 14.28% | 15.45% |
| 5 Year | 14.75% | 15.06% |
Rolling Lumpsum Returns
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.35% | 11.39% |
| 3 Year | 15.06% | 13.96% |
| 5 Year | 14.1% | 13.79% |
Risk Management
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.5% | 13.18% |
| Sharp | 0.7% | 0.71% |
| Beta | 0.97% | 0.98% |
| Alpha | -0.5% | 0.89% |
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 | 8.81 | 4.18 |
| Large Cap | 60.41 | 60.18 |
| Small Cap | 20.81 | 16.68 |
| Mid Cap | 9.97 | 18.95 |
Sector Allocation
| Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.65 | 1.54 |
| Communication Services | 4.41 | 3.93 |
| Energy | 5.45 | 6.97 |
| Technology | 6.25 | 11.43 |
| Basic Materials | 7.32 | 4.74 |
| Industrials | 15.33 | 8.97 |
| Financial Services | 34.31 | 36.23 |
| Consumer Defensive | 1.85 | 4.93 |
| Healthcare | 3.39 | 7.37 |
| Consumer Cyclical | 13.04 | 10.6 |
| Real Estate | 2.54 | 1.29 |
| Utilities | 2.47 | 1.99 |
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