ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs ITI ELSS Tax Saver Fund Regular compare

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tortoise-icon ITI ELSS Tax Saver Fund Regular - Growth

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tortoise-icon ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹231 Cr ₹14918 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹500
Launch Date 18 Oct 2019 29 Mar 1996
Category ELSS ELSS
Fund Type Open-ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over % 26%
Expense Ratio 2.3 1.69
Manager Vishal Jajoo Atul Penkar
ISIN Code INF00XX01374 INF209K01108
Exits Load Nil/365 Nil/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 3.54% 4.83%
6 Month 21.28% 17.86%
1 Year 55.74% 35.52%
3 Year 19.67% 13.83%
5 Year - 14.37%

SIP Return Analysis

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
6 Month - -
1 Year 25.56% 15.99%
3 Year 54.01% 30.49%
5 Year 80.34% 47.62%

Rolling Lumpsum Returns

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
1 Year 24.07% 15.28%
3 Year 59.02% 36.01%
5 Year 84.68% 53.59%

Risk Management

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Standard Deviation 12.51% 11.52%
Sharp 0.93% 0.55%
Beta 0.84% 0.88%
Alpha 1.24% -4.5%

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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
Fund Manage 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 10.56 1.44
Large Cap 55.79 65.43
Mid Cap 13.61 20.95
Small Cap 20.04 12.19

Sector Allocation

Scheme Name

ITI ELSS Tax Saver Fund Regular - Growth

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

Communication 11.22 3.57
Financial 18.97 23.09
Services 12.07 11.2
Construction 8.69 5.76
Metals & Mining 5.94 1.86
Textiles 3.38 -
Automobile 7.91 9.97
Consumer Staples 3.46 6.32
Capital Goods 12.03 3.27
Energy 7.29 9.45
Technology 3.6 6.45
Materials 1.63 2.35
Diversified 1.21 0.56
Chemicals 1.13 1.97
Healthcare 0.7 7.92
Others 0.48 1.44
Consumer Discretionary 0.29 3.68
Insurance - 1.15

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