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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) | ₹420 Cr | ₹35172 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 | -4.95% | -0.96% |
| 6 Month | 12.37% | 9.16% |
| 1 Year | -2.71% | 3.37% |
| 3 Year | 19.37% | 11.82% |
| 5 Year | 18.96% | 15.85% |
SIP Return Analysis
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.64% | 2.89% |
| 1 Year | 0.67% | 4.98% |
| 3 Year | 16.32% | 13.53% |
| 5 Year | 16.15% | 11.62% |
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 | 15.25% | 15.43% |
| Sharp | 0.94% | 0.59% |
| Beta | 1.05% | 0.88% |
| Alpha | 4.48% | -2.32% |
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 | 9.18 | 8.32 |
| Small Cap | 47.59 | 2.99 |
| Large Cap | 36.05 | 66.94 |
| Mid Cap | 7.19 | 21.76 |
Sector Allocation
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.46 | 2.58 |
| Communication Services | 2.7 | 5.23 |
| Consumer Defensive | 1.92 | 5.28 |
| Basic Materials | 10.66 | 8.25 |
| Industrials | 21.84 | 10.94 |
| Financial Services | 30.65 | 30.08 |
| Consumer Cyclical | 9.4 | 14.4 |
| Technology | 7.39 | 7.59 |
| Healthcare | 2.03 | 9.41 |
| Energy | 0 | 2.16 |
| Utilities | 6.47 | 2.91 |
| Real Estate | 4.47 | 1.16 |
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