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) | ₹446 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 | -3.05% | -1.01% |
| 6 Month | -1.2% | 2.37% |
| 1 Year | -3.35% | 1.08% |
| 3 Year | 18.25% | 13.54% |
| 5 Year | 15.97% | 11.38% |
SIP Return Analysis
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.91% | 0.65% |
| 1 Year | 9.69% | 9.84% |
| 3 Year | 14.23% | 12.4% |
| 5 Year | 15.05% | 10.77% |
Rolling Lumpsum Returns
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.94% | 13.73% |
| 3 Year | 18.72% | 14.04% |
| 5 Year | 19.31% | 16.49% |
Risk Management
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.38% | 15.43% |
| Sharp | 0.80% | 0.63% |
| Beta | 1.09% | 0.89% |
| Alpha | 2.87% | -0.79% |
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 | 10.26 | 8.23 |
| Small Cap | 47.4 | 2.95 |
| Large Cap | 35.74 | 66.18 |
| Mid Cap | 6.59 | 22.65 |
Sector Allocation
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.35 | 1.58 |
| Communication Services | 1.76 | 6 |
| Consumer Defensive | 2.69 | 3.78 |
| Industrials | 22.98 | 11.62 |
| Financial Services | 33.06 | 29.53 |
| Consumer Cyclical | 7.7 | 16.13 |
| Healthcare | 2.64 | 9.07 |
| Technology | 6.11 | 8.37 |
| Real Estate | 6.24 | 1.16 |
| Basic Materials | 8.21 | 8.47 |
| Utilities | 6.26 | 2.77 |
| Energy | - | 1.53 |
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