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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) | ₹420 Cr | ₹15457 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 | -4.95% | -0.78% |
| 6 Month | 12.37% | 13.92% |
| 1 Year | -2.71% | 3.66% |
| 3 Year | 19.37% | 13.42% |
| 5 Year | 18.96% | 14.13% |
SIP Return Analysis
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| 6 Month | 1.64% | 5.19% |
| 1 Year | 0.67% | 9.58% |
| 3 Year | 16.32% | 14.67% |
| 5 Year | 16.15% | 12.57% |
Rolling Lumpsum Returns
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| 1 Year | 17.67% | 10.84% |
| 3 Year | 18.44% | 11.93% |
| 5 Year | 19.61% | 12.91% |
Risk Management
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Standard Deviation | 15.25% | 11.52% |
| Sharp | 0.94% | 0.71% |
| Beta | 1.05% | 0.93% |
| Alpha | 4.48% | -1.64% |
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 | 9.18 | 4.29 |
| Small Cap | 47.59 | 15.99 |
| Large Cap | 36.05 | 68.23 |
| Mid Cap | 7.19 | 11.49 |
Sector Allocation
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Others | 2.46 | 1.5 |
| Communication Services | 2.7 | 3.42 |
| Consumer Defensive | 1.92 | 7.78 |
| Basic Materials | 10.66 | 7.01 |
| Industrials | 21.84 | 7.07 |
| Financial Services | 30.65 | 32.12 |
| Consumer Cyclical | 9.4 | 15.1 |
| Technology | 7.39 | 7.78 |
| Healthcare | 2.03 | 11.45 |
| Energy | 0 | 4.89 |
| Utilities | 6.47 | 1.23 |
| Real Estate | 4.47 | 0.68 |
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