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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) | ₹409 Cr | ₹15175 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 | 2.01% | 1.43% |
| 6 Month | 8.69% | 9.29% |
| 1 Year | 7.55% | 10.67% |
| 3 Year | 19.74% | 14.62% |
| 5 Year | 18.51% | 13.27% |
SIP Return Analysis
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| 6 Month | 2.14% | 2.3% |
| 1 Year | 14.34% | 15.5% |
| 3 Year | 17.01% | 14.48% |
| 5 Year | 16.52% | 12.49% |
Rolling Lumpsum Returns
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| 1 Year | 16.25% | 10.48% |
| 3 Year | 18.65% | 12.1% |
| 5 Year | 19.4% | 13.01% |
Risk Management
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Standard Deviation | 15.29% | 11.52% |
| Sharp | 0.89% | 0.73% |
| Beta | 1.08% | 0.93% |
| Alpha | 3.36% | -0.91% |
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 | 9.84 | 4.06 |
| Small Cap | 46.12 | 17.78 |
| Large Cap | 37.42 | 68.07 |
| Mid Cap | 6.62 | 10.09 |
Sector Allocation
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Others | 1.86 | 1.66 |
| Communication Services | 2.59 | 3.29 |
| Consumer Defensive | 2.5 | 8.59 |
| Basic Materials | 9.86 | 7.06 |
| Industrials | 22.31 | 7.11 |
| Financial Services | 33.95 | 31.82 |
| Consumer Cyclical | 8.62 | 14.19 |
| Technology | 6.5 | 9.04 |
| Healthcare | 2.09 | 10.51 |
| Utilities | 6.24 | 1.27 |
| Real Estate | 3.48 | 0.56 |
| Energy | - | 4.9 |
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