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

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

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ITI ELSS Tax Saver Fund Regular - Growth

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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)	₹446 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	-3.05%	0.37%
6 Month	-1.2%	4.7%
1 Year	-3.35%	5.58%
3 Year	18.25%	14.12%
5 Year	15.97%	12.07%

SIP Return Analysis

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
6 Month	-0.91%	2.35%
1 Year	9.69%	17.65%
3 Year	14.23%	14.68%
5 Year	15.05%	12.68%

Rolling Lumpsum Returns

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
1 Year	15.94%	10.48%
3 Year	18.72%	12.12%
5 Year	19.31%	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	15.38%	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	10.26	4.79
Small Cap	47.4	18.75
Large Cap	35.74	67.32
Mid Cap	6.59	9.13

Sector Allocation

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Others	2.35	1.26
Communication Services	1.76	3.49
Consumer Defensive	2.69	8.01
Industrials	22.98	7.5
Financial Services	33.06	31.64
Consumer Cyclical	7.7	13.67
Healthcare	2.64	11.17
Technology	6.11	9.74
Real Estate	6.24	1.59
Basic Materials	8.21	4.56
Utilities	6.26	2.1
Energy	-	5.28

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