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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) | ₹4550 Cr | ₹25911 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 | 1.5% | 1.91% |
| 6 Month | 7.66% | 9.37% |
| 1 Year | 1.19% | 6.33% |
| 3 Year | 14.65% | 16.92% |
| 5 Year | 18.71% | 19.71% |
SIP Return Analysis
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 2.59% | 3.31% |
| 1 Year | 11.71% | 16.68% |
| 3 Year | 13.72% | 15.92% |
| 5 Year | 14.46% | 15.38% |
Rolling Lumpsum Returns
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 12.85% | 15.42% |
| 3 Year | 14.94% | 17.98% |
| 5 Year | 13.91% | 19.45% |
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 | 8.5 | 0.82 |
| Large Cap | 59.62 | 69.64 |
| Small Cap | 21.72 | 16.68 |
| Mid Cap | 10.16 | 12.85 |
Sector Allocation
| Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
|---|---|---|
| Others | 4.39 | 0.82 |
| Communication Services | 4.18 | 3.45 |
| Energy | 5.29 | 4.21 |
| Technology | 6.03 | 8.71 |
| Basic Materials | 7.06 | 6.59 |
| Industrials | 14.31 | 8.95 |
| Financial Services | 33.88 | 34.11 |
| Consumer Defensive | 1.83 | 4.51 |
| Healthcare | 3.19 | 9.6 |
| Consumer Cyclical | 14.67 | 15.53 |
| Real Estate | 2.59 | 1.23 |
| Utilities | 2.58 | 2.29 |
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