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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) ₹419 Cr ₹35358 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 2.5% 2.89%
6 Month 2.07% 2.54%
1 Year 2.49% 6.37%
3 Year 26.27% 18.26%
5 Year 21.99% 17.32%

SIP Return Analysis

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
6 Month 14.06% 9.27%
1 Year 14.57% 12.1%
3 Year 23.39% 17.2%
5 Year 20.12% 13.97%

Rolling Lumpsum Returns

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Year 18.91% 14.46%
3 Year 18.3% 14.01%
5 Year 18.29% 16.74%

Risk Management

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
Standard Deviation 15.71% 15.43%
Sharp 1.02% 0.59%
Beta 1.00% 0.98%
Alpha 5.28% -3%

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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
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 4.81
Large Cap 41.83 72.13
Small Cap 44.62 2.54
Mid Cap 9.14 20.53

Sector Allocation

Scheme Name

ITI ELSS Tax Saver Fund Regular - Growth

Axis ELSS Tax Saver Fund - Regular Plan - Growth

Others 1.66 4.81
Communication Services 2.67 -
Industrials 20.77 -
Consumer Defensive 3.66 -
Basic Materials 10.08 -
Financial Services 26.02 -
Consumer Cyclical 11.66 -
Technology 9.68 -
Healthcare 2.53 -
Energy 1 -
Real Estate 4.73 -
Utilities 5.53 -
Petroleum Products - 1.7
Electrical Equipment - 2.57
Industrial Products - 1.43
IT - Software - 6.59
Construction - 1.89
Retailing - 6.65
Finance - 7.47
Healthcare Services - 2.39
Diversified FMCG - 0.49
Banks - 19.7
Non - Ferrous Metals - 0.25
Pharmaceuticals & Biotechnology - 6.9
Chemicals & Petrochemicals - 2.88
Leisure Services - 1.53
Auto Components - 1.67
Ferrous Metals - 0.48
Automobiles - 5.44
Personal Products - 0.27
Insurance - 2.6
Capital Markets - 0.11
Fertilizers & Agrochemicals - 2.16
Consumer Durables - 2.23
Beverages - 1.55
Realty - 1.15
Food Products - 1.36
Aerospace & Defense - 0.66
Telecom - Services - 4.39
Financial Technology (Fintech) - 0.9
Cement & Cement Products - 2.14
Transport Services - 1.95
Power - 3.45
Industrial Manufacturing - 0.25

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