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ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs ITI ELSS Tax Saver Fund Regular compare
ITI ELSS Tax Saver Fund Regular - Growth
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Chart Comparison
Overview
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Fund | ITI ELSS Tax Saver Fund Regular - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹441 Cr | ₹15691 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 18 Oct 2019 | 07 Mar 2008 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | % | 26% |
| Expense Ratio | 2.32 | 1.7 |
| Manager | Vishal Jajoo | Atul Penkar |
| ISIN Code | INF00XX01374 | INF209K01108 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| 1 Month | -1.93% | -0.97% |
| 6 Month | -1.56% | 1.93% |
| 1 Year | 2.17% | 9.1% |
| 3 Year | 19.9% | 15.09% |
| 5 Year | 16.15% | 11.21% |
SIP Return Analysis
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| 6 Month | 0.77% | 1.93% |
| 1 Year | 10.97% | 14.4% |
| 3 Year | 14.57% | 14.02% |
| 5 Year | 15.59% | 12.54% |
Rolling Lumpsum Returns
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| 1 Year | 15.75% | 10.44% |
| 3 Year | 18.67% | 12.14% |
| 5 Year | 19.25% | 13% |
Risk Management
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Standard Deviation | 15.38% | 12.40% |
| Sharp | 0.80% | 0.61% |
| Beta | 1.09% | 0.93% |
| Alpha | 2.87% | -0.47% |
Fund Managers
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Name | Vishal Jajoo | Atul Penkar |
| Total AUM | ₹762 Cr | ₹21393 Cr |
| Funds Managed | 3 | 3 |
| ITI ELSS Tax Saver Fund Regular - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
Market Cap
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Others | 9.02 | 5.6 |
| Small Cap | 48.31 | 16.71 |
| Large Cap | 36.88 | 68.78 |
| Mid Cap | 5.78 | 8.91 |
Sector Allocation
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Others | 0.89 | 1.03 |
| Communication Services | 1.81 | 3.57 |
| Consumer Defensive | 2.64 | 8.31 |
| Industrials | 24.45 | 7.67 |
| Financial Services | 34.23 | 32.6 |
| Healthcare | 2.57 | 10.85 |
| Technology | 5.37 | 9.9 |
| Real Estate | 5.95 | 1.51 |
| Basic Materials | 8.14 | 4.69 |
| Consumer Cyclical | 8.12 | 13.36 |
| Utilities | 5.84 | 2 |
| Energy | - | 4.51 |
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