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Axis ELSS Tax Saver Fund vs ITI ELSS Tax Saver Fund Regular compare
ITI ELSS Tax Saver Fund Regular - Growth
Axis ELSS Tax Saver Fund - Regular Plan - Growth
Chart Comparison
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) | ₹374 Cr | ₹34497 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 | 1.54 |
| 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 | 7.09% | 6.71% |
| 6 Month | -3.55% | 1.72% |
| 1 Year | 4.56% | 11.02% |
| 3 Year | 23.58% | 16.62% |
| 5 Year | 23.48% | 18.66% |
SIP Return Analysis
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.17% | 1.02% |
| 1 Year | -13.69% | -2.35% |
| 3 Year | 15.07% | 12.82% |
| 5 Year | 15.25% | 11.47% |
Rolling Lumpsum Returns
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 20.61% | 14.83% |
| 3 Year | 18.2% | 14.18% |
| 5 Year | 17.5% | 16.65% |
Risk Management
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.905% | 15.43% |
| Sharp | 0.774% | 0.37% |
| Beta | 0.917% | 1% |
| Alpha | 3.597% | -3.67% |
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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 | 4.4 | 4.56 |
| Large Cap | 41.83 | 72.54 |
| Small Cap | 44.62 | 2.65 |
| Mid Cap | 9.14 | 20.25 |
Sector Allocation
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.66 | 4.56 |
| 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 | - | 1.18 |
| Electrical Equipment | - | 2.6 |
| Industrial Products | - | 1.49 |
| IT - Software | - | 7.16 |
| Construction | - | 2.02 |
| Retailing | - | 6.24 |
| Finance | - | 8.44 |
| Healthcare Services | - | 2.39 |
| Diversified FMCG | - | 0.49 |
| Banks | - | 19.22 |
| Non - Ferrous Metals | - | 0.28 |
| Pharmaceuticals & Biotechnology | - | 7.58 |
| Chemicals & Petrochemicals | - | 2.75 |
| Leisure Services | - | 1.57 |
| Auto Components | - | 1.62 |
| Ferrous Metals | - | 0.54 |
| Automobiles | - | 5.53 |
| Personal Products | - | 0.26 |
| Insurance | - | 2.44 |
| Fertilizers & Agrochemicals | - | 2.07 |
| Consumer Durables | - | 2.1 |
| Beverages | - | 1.42 |
| Realty | - | 1.23 |
| Food Products | - | 1.3 |
| Aerospace & Defense | - | 0.64 |
| Telecom - Services | - | 4.18 |
| Financial Technology (Fintech) | - | 0.9 |
| Cement & Cement Products | - | 2.16 |
| Transport Services | - | 1.95 |
| Power | - | 3.49 |
| Industrial Manufacturing | - | 0.2 |
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