- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | -2.9% | -2.79% |
| 6 Month | 4% | 6.75% |
| 1 Year | 1.05% | 2.26% |
| 3 Year | 15.52% | 16.2% |
| 5 Year | 19.99% | 21.47% |
SIP Return Analysis
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 4.1% | 5.42% |
| 1 Year | 1.86% | 6.89% |
| 3 Year | 13.7% | 15.72% |
| 5 Year | 15.12% | 15.86% |
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 | 13.32% | 12.84% |
| Sharp | 0.72% | 0.80% |
| Beta | 0.97% | 0.94% |
| Alpha | 0.47% | 0.91% |
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
HSBC ELSS Tax saver Fund - Regular Growth
3Y Returns19.76%
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
3Y Returns16.2%
Nippon India Dynamic Bond Fund-Growth Plan-Growth Option
3Y Returns8.16%
360 ONE Dynamic Bond Fund Regular-Growth
3Y Returns8.12%
DSP Multi Asset Allocation Fund - Regular (G)
3Y Returns0%
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns18.61%
Kotak ELSS Tax Saver Fund-Scheme-Growth
3Y Returns16.18%
DSP ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns19.17%
