Mirae Asset ELSS Tax Saver Fund vs Tata ELSS Tax Saver Fund compare
Tata ELSS Fund - Regular Plan - Growth Option
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
---|---|---|
Fund | Tata ELSS Fund - Regular Plan - Growth Option | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹4711 Cr | ₹26537 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 13 Oct 2014 | 28 Dec 2015 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 20% | 84% |
Expense Ratio | 1.82 | 1.56 |
Manager | Sailesh Jain | Neelesh Surana |
ISIN Code | INF277K01I52 | INF769K01DK3 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
---|---|---|
1 Month | -2.18% | -1.57% |
6 Month | 5.68% | 9.18% |
1 Year | -1.15% | 0.7% |
3 Year | 16.39% | 17.23% |
5 Year | 20.64% | 22.28% |
SIP Return Analysis
Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
---|---|---|
6 Month | 5.1% | 6.91% |
1 Year | 4.93% | 10.75% |
3 Year | 15.39% | 17.65% |
5 Year | 16.24% | 17.13% |
Rolling Lumpsum Returns
Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
---|---|---|
1 Year | 13.05% | 15.76% |
3 Year | 14.97% | 18.1% |
5 Year | 13.83% | 19.32% |
Risk Management
Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 14.00% | 13.29% |
Sharp | 0.97% | 1.02% |
Beta | 0.97% | 0.94% |
Alpha | 0.47% | 0.91% |
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 Fund - Regular Plan - Growth Option | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
---|---|---|
Name | Sailesh Jain | Neelesh Surana |
Total AUM | ₹17041 Cr | ₹49127 Cr |
Funds Managed | 7 | 2 |
Tata ELSS Fund - Regular Plan - Growth Option | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
---|---|---|
Others | 9.09 | 2.68 |
Large Cap | 59.32 | 67.66 |
Small Cap | 21.35 | 15.47 |
Mid Cap | 10.24 | 14.18 |
Sector Allocation
Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
---|---|---|
Others | 5.19 | 2.68 |
Communication Services | 4.32 | 2.47 |
Energy | 5.51 | 4.44 |
Technology | 6.75 | 8.74 |
Basic Materials | 6.85 | 7.32 |
Consumer Cyclical | 14.22 | 14.87 |
Industrials | 13.87 | 8.76 |
Financial Services | 34.15 | 32.01 |
Healthcare | 3.23 | 9.82 |
Real Estate | 2.46 | 1.32 |
Utilities | 2.45 | 3.21 |
Consumer Defensive | 1 | 4.36 |
Top Comparisons
SBI Balanced Advantage Fund Regular Growth
3Y Returns13.97%
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
3Y Returns11.83%
Bandhan Money Market Fund - Regular Plan - Growth
3Y Returns6.95%
Axis Money Market Fund - Regular Plan - Growth Option
3Y Returns7.5%
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option
3Y Returns16.03%
Nippon India Multi Asset Active FOF - Regular Plan - Growth
3Y Returns20.11%
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns16.14%
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
3Y Returns16.14%