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) | ₹4711 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 | -2.09% | -2.31% |
6 Month | 7.13% | 9.02% |
1 Year | -0.56% | -11.05% |
3 Year | 16.45% | 17.44% |
5 Year | 20.54% | 29.36% |
SIP Return Analysis
Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
6 Month | 5.1% | 4.67% |
1 Year | 4.93% | 0.35% |
3 Year | 15.39% | 12.86% |
5 Year | 16.24% | 18.06% |
Rolling Lumpsum Returns
Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
1 Year | 13.57% | 16.12% |
3 Year | 14.8% | 17.67% |
5 Year | 13.66% | 18.02% |
Risk Management
Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
Standard Deviation | 14.00% | 17.25% |
Sharp | 0.97% | 0.536% |
Beta | 0.97% | 1.135% |
Alpha | 0.47% | 0.439% |
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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 | 9.09 | 2.77 |
Large Cap | 59.32 | 82.53 |
Small Cap | 21.35 | 6.87 |
Mid Cap | 10.24 | 7.83 |
Sector Allocation
Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
Others | 5.19 | 2.14 |
Communication Services | 4.32 | - |
Energy | 5.51 | 16.05 |
Technology | 6.75 | 0 |
Basic Materials | 6.85 | 7.51 |
Consumer Cyclical | 14.22 | 9.96 |
Industrials | 13.87 | 9.82 |
Financial Services | 34.15 | 18.49 |
Healthcare | 3.23 | 8.87 |
Real Estate | 2.46 | 3.85 |
Utilities | 2.45 | 15.89 |
Consumer Defensive | 1 | 7.43 |
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