Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Axis ELSS Tax Saver Fund vs ITI ELSS Tax Saver Fund Regular compare

Link copied to clipboard!

tortoise-icon ITI ELSS Tax Saver Fund Regular - Growth

Invest Now

tortoise-icon Axis ELSS Tax Saver Fund - Regular Plan - Growth

Invest Now

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) ₹441 Cr ₹34263 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 -0.98% -1.53%
6 Month -2.63% -0.17%
1 Year 6.13% 5.87%
3 Year 19.07% 14.94%
5 Year 14.06% 9.37%

SIP Return Analysis

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
6 Month -0.7% -0.7%
1 Year 5.48% 4.49%
3 Year 12.2% 10.2%
5 Year 14.07% 9.67%

Rolling Lumpsum Returns

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Year 15.32% 13.62%
3 Year 18.73% 14.04%
5 Year 19.15% 16.44%

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 0.88% 0.67%
Beta 1.1% 0.89%
Alpha 1.55% -1.11%

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 0.83 8.51
Large Cap 40.91 66.01
Small Cap 51.32 3
Mid Cap 6.94 22.48

Sector Allocation

Scheme Name

ITI ELSS Tax Saver Fund Regular - Growth

Axis ELSS Tax Saver Fund - Regular Plan - Growth

Others 0.83 1.3
Telecom - Services 1.81 -
Food Products 1.86 -
Industrial Manufacturing 5.2 -
Construction 5.36 -
Finance 15.12 -
Banks 17.07 -
Pharmaceuticals & Biotechnology 2.57 -
Paper, Forest & Jute Products 2.55 -
IT - Services 1.98 -
Chemicals & Petrochemicals 1.93 -
Automobiles 5.51 -
Fertilizers & Agrochemicals 0.77 -
Capital Markets 2.58 -
Diversified FMCG 0.78 -
IT - Hardware 0.66 -
Industrial Products 7.65 -
Diversified Metals 1.09 -
Power 5.84 -
Agricultural, Commercial & Construction Vehicles 0.56 -
Leisure Services 0.54 -
Agricultural Food & other Products 0.83 -
Consumer Durables 0.74 -
IT - Software 0.88 -
Realty 3.41 -
Engineering Services 0.58 -
Electrical Equipment 0.93 -
Transport Services 4.89 -
Retailing 0.42 -
Commercial Services & Supplies 3.36 -
Auto Components 1.7 -
Energy - 1.65
Industrials - 11.59
Technology - 8.54
Consumer Cyclical - 15.98
Financial Services - 30.23
Healthcare - 9.02
Consumer Defensive - 3.64
Basic Materials - 8.31
Communication Services - 6.14
Utilities - 2.46
Real Estate - 1.12

Top Comparisons

ICICI Prudential Banking and Financial Services Fund -  Growth ICICI Prudential Banking and Financial Services Fund - Growth

3Y Returns15.16%

VS

HDFC Banking and Financial Services Fund - Growth Option HDFC Banking and Financial Services Fund - Growth Option

3Y Returns16.38%

Compare Now

Invesco India Liquid Fund - Bonus Option Invesco India Liquid Fund - Bonus Option

3Y Returns%

VS

HSBC Liquid Fund - Regular Growth HSBC Liquid Fund - Regular Growth

3Y Returns6.93%

Compare Now

SBI Conservative Hybrid Fund - Regular Plan - Growth SBI Conservative Hybrid Fund - Regular Plan - Growth

3Y Returns9.83%

VS

Sundaram Conservative Hybrid Fund - Regular Plan - Growth Sundaram Conservative Hybrid Fund - Regular Plan - Growth

3Y Returns6.97%

Compare Now

PGIM India Dynamic Bond Fund - Growth Option PGIM India Dynamic Bond Fund - Growth Option

3Y Returns6.51%

VS

Axis Dynamic Bond Fund - Regular Plan - Growth Option Axis Dynamic Bond Fund - Regular Plan - Growth Option

3Y Returns7.25%

Compare Now
Add to Cart Successfully