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Axis ELSS Tax Saver Fund vs ITI ELSS Tax Saver Fund Regular compare

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tortoise-icon ITI ELSS Tax Saver Fund Regular - Growth

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tortoise-icon Axis ELSS Tax Saver Fund - Regular Plan - Growth

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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 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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