Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon ITI ELSS Tax Saver Fund Regular - Growth

Invest Now

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

Invest Now

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) ₹419 Cr ₹15368 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 3.63% 4.1%
6 Month 5.08% 7.77%
1 Year 3.71% 6.13%
3 Year 26.59% 18.53%
5 Year 22.54% 15.81%

SIP Return Analysis

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
6 Month 14.06% 12.22%
1 Year 14.57% 15.51%
3 Year 23.39% 18.11%
5 Year 20.12% 14.57%

Rolling Lumpsum Returns

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
1 Year 18.91% 11.25%
3 Year 18.3% 11.87%
5 Year 18.29% 12.85%

Risk Management

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Standard Deviation 15.71% 11.52%
Sharp 1.02% 0.7%
Beta 1.00% 0.92%
Alpha 5.28% -1.95%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 4.4 1.62
Large Cap 41.83 68.55
Small Cap 44.62 14.13
Mid Cap 9.14 15.7

Sector Allocation

Scheme Name

ITI ELSS Tax Saver Fund Regular - Growth

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

Others 1.66 1.62
Communication Services 2.67 -
Industrials 20.77 -
Consumer Defensive 3.66 -
Basic Materials 10.08 -
Financial Services 26.02 -
Consumer Cyclical 11.66 -
Technology 9.68 -
Healthcare 2.53 -
Energy 1 -
Real Estate 4.73 -
Utilities 5.53 -
Petroleum Products - 4.85
IT - Software - 7.94
Construction - 2.48
Finance - 7.58
Non - Ferrous Metals - 1.32
Banks - 23.47
Pharmaceuticals & Biotechnology - 6.19
Paper, Forest & Jute Products - 1.04
Healthcare Services - 3.87
Automobiles - 4.19
Personal Products - 2.17
Transport Services - 0.76
Diversified FMCG - 1.23
Insurance - 1.34
Realty - 0.65
Retailing - 4.45
Diversified Metals - 0.92
Oil - 1.59
Consumer Durables - 2.77
Industrial Products - 1.72
Leisure Services - 1.94
Auto Components - 1.84
Telecom - Services - 3.96
Chemicals & Petrochemicals - 0.75
Fertilizers & Agrochemicals - 0.87
Cement & Cement Products - 1.15
Industrial Manufacturing - 1.22
Capital Markets - 0.57
Power - 1.36
Transport Infrastructure - 2.05
Ferrous Metals - 1.45
Beverages - 0.69

Top Comparisons

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

3Y Returns15.51%

VS

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

3Y Returns15.51%

Compare Now

ICICI Prudential Bharat Consumption Fund - Growth Option ICICI Prudential Bharat Consumption Fund - Growth Option

3Y Returns20%

VS

Mahindra Manulife Consumption Fund- Regular Plan - Growth Mahindra Manulife Consumption Fund- Regular Plan - Growth

3Y Returns20.15%

Compare Now

ICICI Prudential Commodities Fund - Growth Option ICICI Prudential Commodities Fund - Growth Option

3Y Returns25.01%

VS

Tata Ethical Fund-Regular Plan - Growth Option Tata Ethical Fund-Regular Plan - Growth Option

3Y Returns15.24%

Compare Now

ICICI Prudential Multi-Asset Fund - Growth ICICI Prudential Multi-Asset Fund - Growth

3Y Returns22.12%

VS

SBI Multi Asset Allocation Fund - Regular Plan - Growth SBI Multi Asset Allocation Fund - Regular Plan - Growth

3Y Returns18.74%

Compare Now
Add to Cart Successfully