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) | ₹409 Cr | ₹34528 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 | 4.79% | 2.67% |
6 Month | 20.17% | 14.8% |
1 Year | -4.16% | -0.65% |
3 Year | 20.71% | 13.05% |
5 Year | 19.15% | 15.62% |
SIP Return Analysis
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.54% | 3.52% |
1 Year | 10.58% | 10.73% |
3 Year | 17.98% | 14.58% |
5 Year | 16.99% | 12.04% |
Rolling Lumpsum Returns
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
1 Year | 17.67% | 14.24% |
3 Year | 18.44% | 14.15% |
5 Year | 19.61% | 16.86% |
Risk Management
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.44% | 15.43% |
Sharp | 0.77% | 0.45% |
Beta | 1.07% | 0.88% |
Alpha | 4.18% | -2.28% |
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 | 8.94 | 7.8 |
Small Cap | 47.05 | 3.06 |
Large Cap | 37.45 | 67.46 |
Mid Cap | 6.56 | 21.69 |
Sector Allocation
Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 2.03 | 1.9 |
Communication Services | 2.71 | 5.39 |
Consumer Defensive | 2.02 | 4.74 |
Basic Materials | 10.31 | 8.66 |
Industrials | 23.34 | 11.18 |
Financial Services | 31.5 | 28.98 |
Consumer Cyclical | 9.7 | 16.3 |
Technology | 5.86 | 8.07 |
Healthcare | 2.03 | 8.68 |
Utilities | 6.34 | 2.93 |
Real Estate | 4.16 | 1.13 |
Energy | - | 2.03 |
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