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) | ₹409 Cr | ₹34302 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 | 1.06% | 1.67% |
| 6 Month | 8.59% | 5.39% |
| 1 Year | 2.99% | 4.05% |
| 3 Year | 21.02% | 14.22% |
| 5 Year | 19.33% | 15.41% |
SIP Return Analysis
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.51% | 2.36% |
| 1 Year | 15.36% | 12.1% |
| 3 Year | 18.34% | 14.65% |
| 5 Year | 17.48% | 12.13% |
Rolling Lumpsum Returns
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.96% | 14.03% |
| 3 Year | 18.57% | 14.04% |
| 5 Year | 19.32% | 16.73% |
Risk Management
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.30% | 15.43% |
| Sharp | 0.89% | 0.56% |
| Beta | 1.08% | 0.87% |
| Alpha | 4.07% | -2.09% |
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 | 9.84 | 9 |
| Small Cap | 46.12 | 2.73 |
| Large Cap | 37.42 | 67.07 |
| Mid Cap | 6.62 | 21.2 |
Sector Allocation
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.86 | 2.45 |
| Communication Services | 2.59 | 5.43 |
| Consumer Defensive | 2.5 | 4.34 |
| Basic Materials | 9.86 | 8.2 |
| Industrials | 22.31 | 11.11 |
| Financial Services | 33.95 | 29.22 |
| Consumer Cyclical | 8.62 | 16.8 |
| Technology | 6.5 | 7.95 |
| Healthcare | 2.09 | 8.56 |
| Utilities | 6.24 | 2.89 |
| Real Estate | 3.48 | 1.04 |
| Energy | - | 2 |
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