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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) | ₹4748 Cr | ₹27196 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| 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 | -2.74% | -2.81% |
| 6 Month | 0.79% | 0.81% |
| 1 Year | 8.61% | 11.81% |
| 3 Year | 15.85% | 17.35% |
| 5 Year | 15.87% | 16.47% |
SIP Return Analysis
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | -2.98% | -3.17% |
| 1 Year | 0.88% | 2.16% |
| 3 Year | 9.57% | 11.08% |
| 5 Year | 12.21% | 12.84% |
Rolling Lumpsum Returns
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 12.2% | 14.67% |
| 3 Year | 15.07% | 17.85% |
| 5 Year | 14.21% | 19.42% |
Risk Management
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.5% | 11.83% |
| Sharp | 0.77% | 0.93% |
| Beta | 0.97% | 0.95% |
| Alpha | -0.59% | 1.21% |
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 | 11.06 | 6.96 |
| Large Cap | 57.83 | 61.46 |
| Small Cap | 18.25 | 16.5 |
| Mid Cap | 12.85 | 15.08 |
Sector Allocation
| Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
|---|---|---|
| Others | 2 | 1.12 |
| Communication Services | 6.24 | 3.48 |
| Energy | 5.48 | 3.37 |
| Technology | 7.42 | 8.62 |
| Basic Materials | 6.88 | 5.77 |
| Industrials | 13.7 | 8.97 |
| Financial Services | 33.8 | 34.61 |
| Consumer Defensive | 1.15 | 4.81 |
| Healthcare | 4.59 | 10.68 |
| Consumer Cyclical | 14.2 | 14.97 |
| Real Estate | 2.15 | 1.62 |
| Utilities | 2.4 | 1.98 |
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