Tata ELSS Tax Saver Fund vs NIPPON INDIA ELSS TAX SAVER FUND compare
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
Tata ELSS Tax Saver Fund-Growth-Regular Plan
Chart Comparison
Overview
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Fund | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹14449 Cr | ₹4398 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 21 Sep 2005 | 13 Oct 2014 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 23% | 20% |
Expense Ratio | 1.71 | 1.82 |
Manager | Ashutosh Bhargava | Sailesh Jain |
ISIN Code | INF204K01GK4 | INF277K01I52 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
1 Month | 2.47% | 2.32% |
6 Month | -2.25% | -4% |
1 Year | 3.59% | 5.72% |
3 Year | 22.23% | 20.04% |
5 Year | 25.61% | 22.59% |
SIP Return Analysis
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
6 Month | 8.34% | 6.87% |
1 Year | 6.01% | 4.39% |
3 Year | 17.94% | 15.88% |
5 Year | 18.89% | 16.57% |
Rolling Lumpsum Returns
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
1 Year | 11.13% | 13.57% |
3 Year | 12.23% | 14.8% |
5 Year | 13.59% | 13.66% |
Risk Management
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Standard Deviation | 12.81% | 14.429% |
Sharp | 0.93% | 0.451% |
Beta | 1% | 0.972% |
Alpha | 1.28% | 0.237% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Name | Ashutosh Bhargava | Sailesh Jain |
Total AUM | ₹121448 Cr | ₹17041 Cr |
Funds Managed | 12 | 7 |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
Market Cap
Scheme Name |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Others | 0.5 | 5.12 |
Large Cap | 69.09 | 60.14 |
Mid Cap | 14.84 | 10.05 |
Small Cap | 15.57 | 24.69 |
Sector Allocation
Scheme Name |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Others | 0.5 | 4.54 |
Telecom - Services | 3.65 | - |
Petroleum Products | 2.95 | - |
Electrical Equipment | 1.3 | - |
Industrial Products | 3.03 | - |
IT - Software | 4.74 | - |
Construction | 2.94 | - |
Finance | 9 | - |
Banks | 24.59 | - |
Leisure Services | 1.82 | - |
Pharmaceuticals & Biotechnology | 2.44 | - |
Healthcare Services | 1.33 | - |
Cement & Cement Products | 2.68 | - |
Capital Markets | 3.15 | - |
Chemicals & Petrochemicals | 1.53 | - |
Power | 6.32 | - |
Automobiles | 1.74 | - |
Insurance | 4.89 | - |
Diversified FMCG | 1.18 | - |
Consumer Durables | 2.33 | - |
Entertainment | 0.64 | - |
Agricultural Food & other Products | 1.11 | - |
Retailing | 3.33 | - |
Auto Components | 3.57 | - |
Diversified | 0.99 | - |
Consumable Fuels | 1.77 | - |
Transport Services | 1.78 | - |
Beverages | 4.7 | - |
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 |
Top Comparisons
Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns6.93%
LIC MF Ultra Short Term Fund Regular - Growth
3Y Returns6.36%
HSBC Large & Mid Cap Fund - Regular Growth
3Y Returns23.79%
Sundaram Large and Midcap Fund Regular Plan - Growth
3Y Returns20.17%
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
3Y Returns6.85%
Mirae Asset Ultra Short Duration Fund Regular Growth
3Y Returns7.18%
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
3Y Returns13.98%
SBI Balanced Advantage Fund Regular Growth
3Y Returns15.54%