Edelweiss ELSS Tax saver Fund vs ITI ELSS Tax Saver Fund Regular compare
ITI ELSS Tax Saver Fund Regular - Growth
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Fund | ITI ELSS Tax Saver Fund Regular - Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹409 Cr | ₹411 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 18 Oct 2019 | 30 Dec 2008 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | % | 57% |
Expense Ratio | 2.32 | 2.35 |
Manager | Vishal Jajoo | Trideep Bhattacharya |
ISIN Code | INF00XX01374 | INF754K01517 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 4.79% | 2.37% |
6 Month | 20.17% | 15.84% |
1 Year | -4.16% | -2.77% |
3 Year | 20.71% | 15.64% |
5 Year | 19.15% | 18.7% |
SIP Return Analysis
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.54% | 3.12% |
1 Year | 10.58% | 8.3% |
3 Year | 17.98% | 14.52% |
5 Year | 16.99% | 14.69% |
Rolling Lumpsum Returns
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 17.67% | 11.9% |
3 Year | 18.44% | 13.66% |
5 Year | 19.61% | 13.67% |
Risk Management
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 15.44% | 13.30% |
Sharp | 0.77% | 0.59% |
Beta | 1.07% | 0.98% |
Alpha | 4.18% | 0.75% |
Fund Managers
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Name | Vishal Jajoo | Trideep Bhattacharya |
Total AUM | ₹762 Cr | ₹0 Cr |
Funds Managed | 3 | 9 |
ITI ELSS Tax Saver Fund Regular - Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 8.94 | 5.9 |
Small Cap | 47.05 | 16.25 |
Large Cap | 37.45 | 60.16 |
Mid Cap | 6.56 | 17.69 |
Sector Allocation
Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.03 | 2.9 |
Communication Services | 2.71 | 3.86 |
Consumer Defensive | 2.02 | 5.37 |
Basic Materials | 10.31 | 4.82 |
Industrials | 23.34 | 8.7 |
Financial Services | 31.5 | 34.87 |
Consumer Cyclical | 9.7 | 10.99 |
Technology | 5.86 | 11.09 |
Healthcare | 2.03 | 8.21 |
Utilities | 6.34 | 2.07 |
Real Estate | 4.16 | 1.21 |
Energy | - | 5.9 |
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