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)	₹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

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
1 Month	1.62%	1.44%
6 Month	12.46%	9.93%
1 Year	0.77%	4.79%
3 Year	19.83%	14.45%
5 Year	18.92%	13.64%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
6 Month	4.75%	4.27%
1 Year	18.37%	18.44%
3 Year	18.73%	15.66%
5 Year	17.56%	13.19%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
1 Year	16.96%	10.63%
3 Year	18.57%	12%
5 Year	19.32%	12.98%

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%	0.7%
Beta	1.08%	0.92%
Alpha	3.36%	-1.08%

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

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Others	9.84	-
Small Cap	46.12	17.78
Large Cap	37.42	70.97
Mid Cap	6.62	11.25

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	-
Consumer Defensive	2.5	-
Basic Materials	9.86	-
Industrials	22.31	-
Financial Services	33.95	-
Consumer Cyclical	8.62	-
Technology	6.5	-
Healthcare	2.09	-
Utilities	6.24	-
Real Estate	3.48	-
Petroleum Products	-	3.38
IT - Software	-	7.54
Construction	-	2.66
Finance	-	8.07
Non - Ferrous Metals	-	1.57
Insurance	-	2.8
Banks	-	24.2
Pharmaceuticals & Biotechnology	-	5.69
Paper, Forest & Jute Products	-	0.9
Healthcare Services	-	3.66
Automobiles	-	3.14
Personal Products	-	2.8
Agricultural Food & other Products	-	0.75
Diversified FMCG	-	1.13
Retailing	-	5.3
Beverages	-	1.41
Diversified Metals	-	0.29
Oil	-	1.52
Fertilizers & Agrochemicals	-	0.71
Consumer Durables	-	2.61
Industrial Products	-	2.14
Capital Markets	-	1.66
Leisure Services	-	1.71
Auto Components	-	1.67
Telecom - Services	-	3.29
Chemicals & Petrochemicals	-	0.89
Cement & Cement Products	-	1.17
Power	-	1.27
Transport Infrastructure	-	2.31
Ferrous Metals	-	1.54
Realty	-	0.56