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Tata ELSS Tax Saver Fund vs DSP ELSS Tax Saver Fund compare
Tata ELSS Fund - Regular Plan - Growth Option
DSP ELSS Tax Saver Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Tata ELSS Fund - Regular Plan - Growth Option | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹4795 Cr | ₹17570 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 Fund - Regular Plan - Growth Option | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.33% | 0.59% |
| 6 Month | 4.44% | 3.75% |
| 1 Year | 1.24% | 3.14% |
| 3 Year | 14.64% | 18.93% |
| 5 Year | 17.13% | 20.08% |
SIP Return Analysis
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.15% | 3.25% |
| 1 Year | 15.4% | 14.76% |
| 3 Year | 14.17% | 17.32% |
| 5 Year | 14.59% | 17.35% |
Rolling Lumpsum Returns
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.35% | 13.74% |
| 3 Year | 15.06% | 16.74% |
| 5 Year | 14.1% | 16.09% |
Risk Management
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.11% | 13.09% |
| Sharp | 0.63% | 0.90% |
| Beta | 0.97% | 0.96% |
| Alpha | -0.07% | 3.41% |
Fund Managers
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | 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 Fund - Regular Plan - Growth Option | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.81 | 5.56 |
| Large Cap | 60.41 | 65.32 |
| Small Cap | 20.81 | 12.61 |
| Mid Cap | 9.97 | 16.51 |
Sector Allocation
| Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.65 | 1.18 |
| Communication Services | 4.41 | 5.09 |
| Energy | 5.45 | 5.51 |
| Technology | 6.25 | 9.38 |
| Basic Materials | 7.32 | 8.18 |
| Industrials | 15.33 | 4.98 |
| Financial Services | 34.31 | 38.11 |
| Consumer Defensive | 1.85 | 4.87 |
| Healthcare | 3.39 | 9.64 |
| Consumer Cyclical | 13.04 | 9.08 |
| Real Estate | 2.54 | - |
| Utilities | 2.47 | 4.01 |
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