Tata ELSS Tax Saver Fund vs Quant ELSS Tax Saver Fund Regular Plan compare
Tata ELSS Fund - Regular Plan - Growth Option
Quant ELSS Tax Saver Fund Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
Fund | Tata ELSS Fund - Regular Plan - Growth Option | Quant ELSS Tax Saver Fund Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹4472 Cr | ₹10279 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 13 Oct 2014 | 31 Mar 2000 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 20% | % |
Expense Ratio | 1.82 | 1.71 |
Manager | Sailesh Jain | Vasav Sahgal |
ISIN Code | INF277K01I52 | INF966L01135 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
1 Month | 2.2% | 2.64% |
6 Month | 13.02% | 14.18% |
1 Year | -2.88% | -10.73% |
3 Year | 14.23% | 13.42% |
5 Year | 19.76% | 26.47% |
SIP Return Analysis
Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
6 Month | 2.82% | 3.1% |
1 Year | 7.24% | 7.99% |
3 Year | 13.99% | 12.32% |
5 Year | 14.86% | 16.78% |
Rolling Lumpsum Returns
Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
1 Year | 13.05% | 15.7% |
3 Year | 14.97% | 17.87% |
5 Year | 13.83% | 18.19% |
Risk Management
Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
Standard Deviation | 13.41% | 17.25% |
Sharp | 0.56% | 0.536% |
Beta | 0.97% | 1.135% |
Alpha | 0.41% | 0.439% |
Fund Managers
Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
Name | Sailesh Jain | Vasav Sahgal |
Total AUM | ₹17041 Cr | ₹46505 Cr |
Funds Managed | 7 | 21 |
Tata ELSS Fund - Regular Plan - Growth Option | Quant ELSS Tax Saver Fund Regular Plan-Growth |
Market Cap
Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
Others | 8.42 | 3.64 |
Large Cap | 59.84 | 80.75 |
Small Cap | 21.73 | 6.62 |
Mid Cap | 10.01 | 8.99 |
Sector Allocation
Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
Others | 4.55 | 2.93 |
Communication Services | 4.22 | - |
Energy | 5.27 | 15.46 |
Technology | 6.27 | - |
Basic Materials | 7.14 | 5.19 |
Industrials | 14.5 | 9.96 |
Financial Services | 34.15 | 22.76 |
Consumer Defensive | 1.76 | 4.72 |
Healthcare | 3.38 | 9.39 |
Consumer Cyclical | 13.87 | 9.82 |
Real Estate | 2.4 | 3.64 |
Utilities | 2.51 | 16.13 |
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