Tata ELSS Tax Saver Fund vs DSP ELSS Tax Saver Fund compare
Tata ELSS Tax Saver Fund-Growth-Regular Plan
DSP ELSS Tax Saver Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Fund | Tata ELSS Tax Saver Fund-Growth-Regular Plan | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4398 Cr | ₹15985 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 13 Oct 2014 | 18 Jan 2007 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 20% | 35% |
Expense Ratio | 1.82 | 1.64 |
Manager | Sailesh Jain | Rohit Singhania |
ISIN Code | INF277K01I52 | INF740K01185 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
1 Month | 2.76% | 1.06% |
6 Month | -0.17% | 2.13% |
1 Year | 10.3% | 13.28% |
3 Year | 18.6% | 22.34% |
5 Year | 24.7% | 28.22% |
SIP Return Analysis
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
6 Month | 4.69% | 6.36% |
1 Year | 3.02% | 7.57% |
3 Year | 16.54% | 22.44% |
5 Year | 17.06% | 21.29% |
Rolling Lumpsum Returns
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
1 Year | 13.97% | 14.52% |
3 Year | 14.85% | 16.2% |
5 Year | 13.39% | 15.57% |
Risk Management
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.429% | 12.57% |
Sharp | 0.451% | 0.89% |
Beta | 0.972% | 0.95% |
Alpha | 0.237% | 3.67% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Name | Sailesh Jain | Rohit Singhania |
Total AUM | ₹17041 Cr | ₹46862 Cr |
Funds Managed | 7 | 7 |
Tata ELSS Tax Saver Fund-Growth-Regular Plan | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 5.12 | 5.1 |
Large Cap | 60.14 | 63.81 |
Small Cap | 24.69 | 13.38 |
Mid Cap | 10.05 | 17.71 |
Sector Allocation
Scheme Name |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 4.54 | 5.1 |
Communication Services | 3.74 | - |
Energy | 5.19 | - |
Technology | 7.95 | - |
Basic Materials | 7.21 | - |
Consumer Cyclical | 16.2 | - |
Industrials | 13.81 | - |
Financial Services | 31.02 | - |
Healthcare | 3.54 | - |
Real Estate | 2.78 | - |
Utilities | 2.54 | - |
Consumer Defensive | 1.49 | - |
Telecom - Services | - | 4.81 |
IT - Software | - | 6.41 |
Cement & Cement Products | - | 1.68 |
Construction | - | 4.59 |
Finance | - | 4.68 |
Consumer Durables | - | 3.07 |
Petroleum Products | - | 3.28 |
Diversified FMCG | - | 3.51 |
Non - Ferrous Metals | - | 1.49 |
Pharmaceuticals & Biotechnology | - | 8.76 |
Banks | - | 27.45 |
Healthcare Services | - | 1.75 |
Chemicals & Petrochemicals | - | 2.1 |
Automobiles | - | 3.7 |
Transport Services | - | 0.72 |
Insurance | - | 3.04 |
Gas | - | 1.85 |
Fertilizers & Agrochemicals | - | 0.91 |
Industrial Products | - | 0.77 |
Oil | - | 1.07 |
Auto Components | - | 3.53 |
Personal Products | - | 1.55 |
Power | - | 2.15 |
Ferrous Metals | - | 1.11 |
Textiles & Apparels | - | 0.92 |
Top Comparisons
Invesco India Liquid Fund - Bonus Option
3Y Returns6.41%
Mirae Asset Liquid Fund - Growth
3Y Returns6.88%
SBI Small Cap Fund Regular Growth
3Y Returns18.62%
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
3Y Returns18.53%
Nippon India Multi Asset Active FOF - Regular Plan - Growth
3Y Returns20.77%
HSBC Aggressive Hybrid Active FOF - Growth
3Y Returns16.57%
ICICI Prudential Smallcap Fund - Growth
3Y Returns20.23%
Aditya Birla Sun Life Small Cap Fund - GROWTH
3Y Returns19.86%