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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) | ₹446 Cr | ₹15682 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 | -0.93% | -0.19% |
| 6 Month | 4.17% | 7.11% |
| 1 Year | 2.48% | 8.44% |
| 3 Year | 19.57% | 14.53% |
| 5 Year | 17.44% | 12.76% |
SIP Return Analysis
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| 6 Month | 0.4% | 1.85% |
| 1 Year | 10.91% | 15.56% |
| 3 Year | 16.39% | 15.01% |
| 5 Year | 16.49% | 12.99% |
Rolling Lumpsum Returns
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| 1 Year | 16.07% | 10.54% |
| 3 Year | 18.72% | 12.12% |
| 5 Year | 19.35% | 13.02% |
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 | 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 |
| Basic Materials | 10.87 | 5.52 |
| Utilities | 6.26 | 2.1 |
| Real Estate | 3.58 | 0.63 |
| Energy | - | 5.28 |
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