Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Edelweiss 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 Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

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 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) ₹388 Cr ₹393 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 2.3 2.34
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 -4.95% -5.04%
6 Month -12.22% -7.59%
1 Year 5.08% 7.89%
3 Year 16.08% 11.98%
5 Year 14.8% 14.76%

SIP Return Analysis

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
6 Month - -
1 Year -4.43% -0.41%
3 Year 20.71% 16.28%
5 Year 18.95% 17.28%

Rolling Lumpsum Returns

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
1 Year 21.48% 12.53%
3 Year 18.31% 13.51%
5 Year 17.85% 13.44%

Risk Management

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Standard Deviation 12.51% 12.15%
Sharp 1.03% 0.86%
Beta 0.83% 0.94%
Alpha 1.91% 0.46%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 5.45 4.99
Large Cap 50.01 68.97
Small Cap 34.83 11.27
Mid Cap 9.71 14.77

Sector Allocation

Scheme Name

ITI ELSS Tax Saver Fund Regular - Growth

Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

Others 5.45 1.37
Telecom - Services 2.47 -
Realty 4 -
Electrical Equipment 3.49 -
Food Products 1.33 -
Industrial Manufacturing 1.51 -
Construction 3.23 7.74
Textiles & Apparels 1.32 -
Banks 15.29 -
IT - Software 4.44 -
Paper, Forest & Jute Products 3.86 -
IT - Services 1.07 -
Pharmaceuticals & Biotechnology 2.1 -
Insurance 0.76 0.64
Automobiles 3.48 -
Finance 4.61 -
Diversified FMCG 3.15 -
Industrial Products 8.38 -
Oil 1.28 -
Ferrous Metals 1.18 -
Power 6 -
Chemicals & Petrochemicals 2.3 -
Transport Services 4.51 -
Engineering Services 1.12 -
Household Products 0.53 -
Commercial Services & Supplies 3.35 -
Retailing 9.26 -
Auto Components 0.53 -
Energy - 6.54
Materials - 4.55
Technology - 9.02
Consumer Staples - 5.11
Financial - 29.19
Healthcare - 5.85
Metals & Mining - 2.49
Automobile - 9.34
Capital Goods - 8.99
Services - 5.03
Consumer Discretionary - 1.3
Communication - 2.41
Chemicals - 0.43

Top Comparisons

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

3Y Returns7.69%

VS

HDFC Equity Savings Fund - GROWTH PLAN HDFC Equity Savings Fund - GROWTH PLAN

3Y Returns8.99%

Compare Now

Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

3Y Returns12.63%

VS

INVESCO INDIA LARGE & MID CAP FUND - Growth INVESCO INDIA LARGE & MID CAP FUND - Growth

3Y Returns17.93%

Compare Now

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

3Y Returns11.94%

VS

LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking & Financial Services Fund Regular-Growth

3Y Returns8.75%

Compare Now

ITI Banking and Financial Services Fund Regular - Growth ITI Banking and Financial Services Fund Regular - Growth

3Y Returns9.48%

VS

SBI Banking & Financial Services Fund - Regular Plan - Growth SBI Banking & Financial Services Fund - Regular Plan - Growth

3Y Returns13.52%

Compare Now
Add to Cart Successfully