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) | ₹4550 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 | 2.92% | 2.67% |
| 6 Month | 9.06% | 10.52% |
| 1 Year | 3.56% | -0.45% |
| 3 Year | 15.28% | 14.48% |
| 5 Year | 19.6% | 26.44% |
SIP Return Analysis
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| 6 Month | 4.05% | 5.23% |
| 1 Year | 13.92% | 17.94% |
| 3 Year | 14.61% | 13.63% |
| 5 Year | 15.08% | 16.78% |
Rolling Lumpsum Returns
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| 1 Year | 12.85% | 15.51% |
| 3 Year | 14.94% | 17.67% |
| 5 Year | 13.91% | 18.37% |
Risk Management
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 13.16% | 17.25% |
| Sharp | 0.66% | 0.536% |
| Beta | 0.97% | 1.135% |
| Alpha | -0.46% | 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 | 8.5 | 11.78 |
| Large Cap | 59.62 | 73.66 |
| Small Cap | 21.72 | 5.69 |
| Mid Cap | 10.16 | 8.87 |
Sector Allocation
| Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Others | 4.39 | 0.92 |
| Communication Services | 4.18 | - |
| Energy | 5.29 | 12.71 |
| Technology | 6.03 | 1.62 |
| Basic Materials | 7.06 | 4.88 |
| Industrials | 14.31 | 10.41 |
| Financial Services | 33.88 | 23.65 |
| Consumer Defensive | 1.83 | 5.22 |
| Healthcare | 3.19 | 9.89 |
| Consumer Cyclical | 14.67 | 9.97 |
| Real Estate | 2.59 | 3.24 |
| Utilities | 2.58 | 17.48 |
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