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) ₹363 Cr ₹37109 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 18 Oct 2019 05 Dec 2009
Category ELSS ELSS
Fund Type Open-ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over % 25%
Expense Ratio 2.3 1.52
Manager Vishal Jajoo Shreyash Devalkar
ISIN Code INF00XX01374 INF846K01131
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Month 2.62% 3.46%
6 Month 22.96% 19.2%
1 Year 57.89% 33.62%
3 Year 21.67% 8.9%
5 Year - 16.97%

SIP Return Analysis

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
6 Month - -
1 Year 25.56% 14.47%
3 Year 54.01% 26.06%
5 Year 80.34% 47.5%

Rolling Lumpsum Returns

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Year 24.07% 16.9%
3 Year 59.02% 35.44%
5 Year 84.68% 52.44%

Risk Management

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
Standard Deviation 12.51% 15.43%
Sharp 1.03% 0.24%
Beta 0.83% 1.03%
Alpha 1.91% -8.15%

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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
Fund Manage 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 6.74 8.05
Large Cap 49.09 65.09
Mid Cap 15.57 25.26
Small Cap 28.6 1.57

Sector Allocation

Scheme Name

ITI ELSS Tax Saver Fund Regular - Growth

Axis ELSS Tax Saver Fund - Regular Plan - Growth

Telecom - Services 11.75 -
Retailing 7.91 -
Construction 6.35 1.65
Transport Services 3.53 -
Ferrous Metals 3.18 -
Industrial Products 9.98 -
Finance 3.86 -
Automobiles 5.91 -
Textiles & Apparels 3.11 -
Banks 11.64 -
Realty 4.94 -
Paper, Forest & Jute Products 2.3 -
Power 4.81 -
IT - Software 4.69 -
Others 1.76 4.44
Auto Components 2.29 -
Commercial Services & Supplies 1.84 -
Petroleum Products 2.08 -
Diversified FMCG 1.21 -
Industrial Manufacturing 1.13 -
Chemicals & Petrochemicals 1.12 -
Aerospace & Defense 1.69 -
Electrical Equipment 1.65 -
Pharmaceuticals & Biotechnology 0.66 -
Engineering Services 0.61 -
Financial - 23.42
Technology - 8.01
Energy - 9.65
Services - 11.47
Healthcare - 8.44
Chemicals - 6.41
Consumer Staples - 4.5
Automobile - 9.17
Communication - 2.29
Materials - 4.02
Capital Goods - 3.93
Metals & Mining - 0.62
Consumer Discretionary - 0.54
Insurance - 0.98
Diversified - 0.43

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