Tata ELSS Tax Saver Fund vs Edelweiss ELSS Tax saver Fund compare

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Tata ELSS Fund - Regular Plan - Growth Option

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Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

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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	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Fund	Tata ELSS Fund - Regular Plan - Growth Option	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹4717 Cr	₹440 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	13 Oct 2014	30 Dec 2008
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	20%	57%
Expense Ratio	1.82	2.35
Manager	Sailesh Jain	Trideep Bhattacharya
ISIN Code	INF277K01I52	INF754K01517
Exits Load	Data not available./365	Data not available./365

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
1 Month	0.94%	1.56%
6 Month	5.09%	6.26%
1 Year	1.46%	2.6%
3 Year	14.26%	15.91%
5 Year	17.41%	17.22%

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
6 Month	3.93%	4.77%
1 Year	15.78%	18.57%
3 Year	14.28%	15.45%
5 Year	14.75%	15.06%

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
1 Year	12.35%	11.39%
3 Year	15.06%	13.96%
5 Year	14.1%	13.79%

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Standard Deviation	13.11%	13.18%
Sharp	0.63%	0.71%
Beta	0.97%	0.98%
Alpha	-0.07%	0.89%

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Name	Sailesh Jain	Trideep Bhattacharya
Total AUM	₹17041 Cr	₹0 Cr
Funds Managed	7	9
	Tata ELSS Fund - Regular Plan - Growth Option	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Others	3.22	4.18
Large Cap	62.1	60.18
Small Cap	21.39	16.68
Mid Cap	13.29	18.95

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Others	3.22	1.54
Telecom - Services	4.41	-
Petroleum Products	4.25	-
IT - Software	6.11	-
Pharmaceuticals & Biotechnology	4.56	-
Household Products	0.98	-
Construction	3.93	-
Finance	6.4	-
Minerals & Mining	1.38	-
Diversified FMCG	0.65	-
Non - Ferrous Metals	1.62	-
Banks	24.14	-
Cement & Cement Products	2.97	-
Leisure Services	1.97	-
Capital Markets	0.95	-
Healthcare Equipment & Supplies	0.19	-
Insurance	2.83	-
Automobiles	0.82	-
Consumer Durables	0.81	-
Realty	2.54	-
Aerospace & Defense	1.29	-
Industrial Products	5.49	-
Auto Components	7.78	-
Electrical Equipment	1.24	-
Consumable Fuels	1.19	-
Fertilizers & Agrochemicals	1.14	-
Transport Services	1.01	-
Retailing	1.81	-
Power	2.47	-
Textiles & Apparels	0.43	-
Beverages	1.19	-
Healthcare Services	0.23	-
Energy	-	6.97
Technology	-	11.43
Consumer Defensive	-	4.93
Consumer Cyclical	-	10.6
Industrials	-	8.97
Basic Materials	-	4.74
Healthcare	-	7.37
Financial Services	-	36.23
Utilities	-	1.99
Real Estate	-	1.29
Communication Services	-	3.93