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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 | 0.02% | -0.5% |
| 6 Month | -3.36% | 1.44% |
| 1 Year | 4.43% | 9.5% |
| 3 Year | 18.71% | 14.74% |
| 5 Year | 14.33% | 10.12% |
SIP Return Analysis
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| 6 Month | -0.7% | 1.07% |
| 1 Year | 5.48% | 12.1% |
| 3 Year | 12.2% | 12.84% |
| 5 Year | 14.07% | 11.8% |
Rolling Lumpsum Returns
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| 1 Year | 15.32% | 10.39% |
| 3 Year | 18.73% | 12.17% |
| 5 Year | 19.15% | 12.97% |
Risk Management
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Standard Deviation | 15.28% | 12.26% |
| Sharp | 0.83% | 0.66% |
| Beta | 1.10% | 0.94% |
| Alpha | 2.13% | -0.86% |
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 | 0.83 | 5.6 |
| Large Cap | 40.91 | 68.78 |
| Small Cap | 51.32 | 16.71 |
| Mid Cap | 6.94 | 8.91 |
Sector Allocation
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Others | 0.83 | 1.03 |
| Telecom - Services | 1.81 | - |
| Food Products | 1.86 | - |
| Industrial Manufacturing | 5.2 | - |
| Construction | 5.36 | - |
| Finance | 15.12 | - |
| Banks | 17.07 | - |
| Pharmaceuticals & Biotechnology | 2.57 | - |
| Paper, Forest & Jute Products | 2.55 | - |
| IT - Services | 1.98 | - |
| Chemicals & Petrochemicals | 1.93 | - |
| Automobiles | 5.51 | - |
| Fertilizers & Agrochemicals | 0.77 | - |
| Capital Markets | 2.58 | - |
| Diversified FMCG | 0.78 | - |
| IT - Hardware | 0.66 | - |
| Industrial Products | 7.65 | - |
| Diversified Metals | 1.09 | - |
| Power | 5.84 | - |
| Agricultural, Commercial & Construction Vehicles | 0.56 | - |
| Leisure Services | 0.54 | - |
| Agricultural Food & other Products | 0.83 | - |
| Consumer Durables | 0.74 | - |
| IT - Software | 0.88 | - |
| Realty | 3.41 | - |
| Engineering Services | 0.58 | - |
| Electrical Equipment | 0.93 | - |
| Transport Services | 4.89 | - |
| Retailing | 0.42 | - |
| Commercial Services & Supplies | 3.36 | - |
| Auto Components | 1.7 | - |
| Energy | - | 4.51 |
| Technology | - | 9.9 |
| Industrials | - | 7.67 |
| Financial Services | - | 32.6 |
| Consumer Defensive | - | 8.31 |
| Basic Materials | - | 4.69 |
| Healthcare | - | 10.85 |
| Real Estate | - | 1.51 |
| Consumer Cyclical | - | 13.36 |
| Communication Services | - | 3.57 |
| Utilities | - | 2 |
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