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) | ₹4717 Cr | ₹27069 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 | 2.04% | 1.22% |
| 6 Month | 7.24% | 8.71% |
| 1 Year | 8.36% | 12.19% |
| 3 Year | 15.71% | 17.48% |
| 5 Year | 18.22% | 19.01% |
SIP Return Analysis
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 3.53% | 3.71% |
| 1 Year | 14.53% | 18.35% |
| 3 Year | 14.7% | 16.65% |
| 5 Year | 15.02% | 15.78% |
Rolling Lumpsum Returns
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 12.49% | 15.13% |
| 3 Year | 15.03% | 17.97% |
| 5 Year | 14.05% | 19.61% |
Risk Management
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 13.16% | 12.79% |
| Sharp | 0.66% | 0.83% |
| Beta | 0.97% | 0.96% |
| Alpha | -0.46% | 1.64% |
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 | 8.81 | 3.75 |
| Large Cap | 60.41 | 65.6 |
| Small Cap | 20.81 | 16.62 |
| Mid Cap | 9.97 | 14.03 |
Sector Allocation
| Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
|---|---|---|
| Others | 3.65 | 3.06 |
| Communication Services | 4.41 | 3.88 |
| Energy | 5.45 | 4.12 |
| Technology | 6.25 | 8.5 |
| Basic Materials | 7.32 | 5.7 |
| Industrials | 15.33 | 7.4 |
| Financial Services | 34.31 | 34.25 |
| Consumer Defensive | 1.85 | 4.7 |
| Healthcare | 3.39 | 10.12 |
| Consumer Cyclical | 13.04 | 14.38 |
| Real Estate | 2.54 | 1.67 |
| Utilities | 2.47 | 2.22 |
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