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 | 1.52% | 3.02% |
6 Month | -7.77% | -1.27% |
1 Year | -0.37% | 7.84% |
3 Year | 19.04% | 11.24% |
5 Year | 21.32% | 16.8% |
SIP Return Analysis
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.06% | 2.58% |
1 Year | -8.23% | 0.79% |
3 Year | 18.33% | 14.88% |
5 Year | 17.27% | 12.9% |
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% | 0.2% |
Beta | 0.917% | 1.01% |
Alpha | 3.597% | -3.88% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 5.07 |
Large Cap | 41.83 | 71.58 |
Small Cap | 44.62 | 2.85 |
Mid Cap | 9.14 | 20.5 |
Sector Allocation
Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 1.66 | 5.07 |
Communication Services | 2.67 | 5.57 |
Industrials | 20.77 | 8.84 |
Consumer Defensive | 3.66 | 5.16 |
Basic Materials | 10.08 | 7.4 |
Financial Services | 26.02 | 29.59 |
Consumer Cyclical | 11.66 | 13.72 |
Technology | 9.68 | 8.79 |
Healthcare | 2.53 | 10.27 |
Energy | 1 | 1.18 |
Real Estate | 4.73 | 1.22 |
Utilities | 5.53 | 3.2 |
Top Comparisons
SBI Gold Fund Regular Plan - Growth
3Y Returns20.63%
DSP GOLD ETF FUND OF FUND REGULAR PLAN GROWTH
3Y Returns0%
Franklin India Smaller Companies Fund-Growth
3Y Returns20.7%
HSBC Small Cap Fund Regular Growth
3Y Returns17.64%
BANDHAN Balanced Advantage Fund Regular Plan Growth
3Y Returns10.23%
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns11.55%
Nippon India Multi Cap Fund-Growth Plan-Bonus Option
3Y Returns25.99%
Edelweiss Multi Cap Fund - Regular (G)
3Y Returns0%