Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Axis 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 Axis ELSS Tax Saver Fund - Regular Plan - Growth

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 Axis ELSS Tax Saver Fund - Regular Plan - Growth
Fund ITI ELSS Tax Saver Fund Regular - Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹446 Cr ₹35172 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 18 Oct 2019 29 Dec 2009
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over % 25%
Expense Ratio 2.32 1.53
Manager Vishal Jajoo Shreyash Devalkar
ISIN Code INF00XX01374 INF846K01131
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Month -3.05% -1.01%
6 Month -1.2% 2.37%
1 Year -3.35% 1.08%
3 Year 18.25% 13.54%
5 Year 15.97% 11.38%

SIP Return Analysis

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
6 Month -0.91% 0.65%
1 Year 9.69% 9.84%
3 Year 14.23% 12.4%
5 Year 15.05% 10.77%

Rolling Lumpsum Returns

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Year 15.94% 13.73%
3 Year 18.72% 14.04%
5 Year 19.31% 16.49%

Risk Management

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
Standard Deviation 15.38% 15.43%
Sharp 0.80% 0.63%
Beta 1.09% 0.89%
Alpha 2.87% -0.79%

Fund Managers

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
Name Vishal Jajoo Shreyash Devalkar
Total AUM ₹762 Cr ₹166770 Cr
Funds Managed 3 14
ITI ELSS Tax Saver Fund Regular - Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth

Market Cap

Scheme Name

ITI ELSS Tax Saver Fund Regular - Growth

Axis ELSS Tax Saver Fund - Regular Plan - Growth

Others 10.26 8.23
Small Cap 47.4 2.95
Large Cap 35.74 66.18
Mid Cap 6.59 22.65

Sector Allocation

Scheme Name

ITI ELSS Tax Saver Fund Regular - Growth

Axis ELSS Tax Saver Fund - Regular Plan - Growth

Others 2.35 1.58
Communication Services 1.76 6
Consumer Defensive 2.69 3.78
Industrials 22.98 11.62
Financial Services 33.06 29.53
Consumer Cyclical 7.7 16.13
Healthcare 2.64 9.07
Technology 6.11 8.37
Real Estate 6.24 1.16
Basic Materials 8.21 8.47
Utilities 6.26 2.77
Energy - 1.53

Top Comparisons

WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

3Y Returns19.48%

VS

Bandhan ELSS Tax saver Fund - Regular Plan - Growth Bandhan ELSS Tax saver Fund - Regular Plan - Growth

3Y Returns15.04%

Compare Now

HDFC Small Cap Fund Regular Growth HDFC Small Cap Fund Regular Growth

3Y Returns19.38%

VS

UTI Small Cap Fund - Regular Plan - Growth Option UTI Small Cap Fund - Regular Plan - Growth Option

3Y Returns16.82%

Compare Now

HDFC Hybrid Debt Fund - Growth Plan HDFC Hybrid Debt Fund - Growth Plan

3Y Returns9.61%

VS

Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns7.88%

Compare Now

Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option

3Y Returns21.32%

VS

Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan

3Y Returns15.6%

Compare Now
Add to Cart Successfully