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) | ₹441 Cr | ₹35084 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 | 0.2% | -0.07% |
| 6 Month | -0.05% | 1.58% |
| 1 Year | 2.45% | 4.85% |
| 3 Year | 20.74% | 15.06% |
| 5 Year | 16.21% | 10.88% |
SIP Return Analysis
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -1.97% | -0.83% |
| 1 Year | 5.95% | 5.95% |
| 3 Year | 13.91% | 11.87% |
| 5 Year | 15.19% | 10.67% |
Rolling Lumpsum Returns
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.75% | 13.69% |
| 3 Year | 18.67% | 14.01% |
| 5 Year | 19.25% | 16.47% |
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 | 9.02 | 8.51 |
| Small Cap | 48.31 | 3 |
| Large Cap | 36.88 | 66.01 |
| Mid Cap | 5.78 | 22.48 |
Sector Allocation
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.89 | 1.3 |
| Communication Services | 1.81 | 6.14 |
| Consumer Defensive | 2.64 | 3.64 |
| Industrials | 24.45 | 11.59 |
| Financial Services | 34.23 | 30.23 |
| Healthcare | 2.57 | 9.02 |
| Technology | 5.37 | 8.54 |
| Real Estate | 5.95 | 1.12 |
| Basic Materials | 8.14 | 8.31 |
| Consumer Cyclical | 8.12 | 15.98 |
| Utilities | 5.84 | 2.46 |
| Energy | - | 1.65 |
Top Comparisons
Invesco India Arbitrage Fund - Growth Option
3Y Returns7.12%
Axis Arbitrage Fund - Regular Plan - Growth
3Y Returns6.92%
Invesco India Money Market Fund - Growth
3Y Returns7.21%
Edelweiss Money Market Fund - Regular Plan - Growth Option
3Y Returns6.75%
INVESCO INDIA SHORT DURATION FUND - Growth
3Y Returns7.21%
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
3Y Returns7.51%
SBI Banking & PSU Fund - Regular Paln - Growth
3Y Returns7.21%
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
3Y Returns7.35%