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Mirae Asset ELSS Tax Saver Fund vs Tata ELSS Tax Saver Fund compare
Tata ELSS Tax Saver Fund-Growth-Regular Plan
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4398 Cr | ₹24007 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 Tax Saver Fund-Growth-Regular Plan | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 1.73% | 3.66% |
| 6 Month | -5.8% | -1.98% |
| 1 Year | 6.72% | 7.69% |
| 3 Year | 15.07% | 14.89% |
| 5 Year | 21.67% | 23.78% |
SIP Return Analysis
| Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | 1.75% |
| 1 Year | -5.11% | -2.03% |
| 3 Year | 14.43% | 15.58% |
| 5 Year | 16.22% | 16.75% |
Rolling Lumpsum Returns
| Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 13.97% | 17.15% |
| 3 Year | 14.85% | 18.19% |
| 5 Year | 13.39% | 18.94% |
Risk Management
| Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 14.429% | 13.553% |
| Sharp | 0.451% | 0.44% |
| Beta | 0.972% | 0.927% |
| Alpha | 0.237% | -0.019% |
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Fund Managers
| Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | 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 Tax Saver Fund-Growth-Regular Plan | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
|---|---|---|
| Others | 5.12 | 1.06 |
| Large Cap | 60.14 | 65.89 |
| Small Cap | 24.69 | 18.54 |
| Mid Cap | 10.05 | 14.51 |
Sector Allocation
| Scheme Name |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
|---|---|---|
| Others | 4.54 | 1.06 |
| Communication Services | 3.74 | 2.63 |
| Energy | 5.19 | 4.29 |
| Technology | 7.95 | 10.05 |
| Basic Materials | 7.21 | 7.59 |
| Consumer Cyclical | 16.2 | 14.39 |
| Industrials | 13.81 | 12.39 |
| Financial Services | 31.02 | 33.38 |
| Healthcare | 3.54 | 7.07 |
| Real Estate | 2.78 | 0.85 |
| Utilities | 2.54 | 3.91 |
| Consumer Defensive | 1.49 | 2.39 |
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