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Mirae Asset ELSS Tax Saver Fund vs Tata ELSS Tax Saver Fund compare

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tortoise-icon Tata ELSS Fund - Regular Plan - Growth Option

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tortoise-icon Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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