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) | ₹374 Cr | ₹383 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 | 5.83% | 2.95% |
6 Month | -2.8% | -3.98% |
1 Year | 1.52% | 4.01% |
3 Year | 25.15% | 20.31% |
5 Year | 22.57% | 22.23% |
SIP Return Analysis
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 11.63% | 7.91% |
1 Year | 8.72% | 5.45% |
3 Year | 21.56% | 16.48% |
5 Year | 18.99% | 16.33% |
Rolling Lumpsum Returns
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 18.91% | 12.12% |
3 Year | 18.3% | 13.49% |
5 Year | 18.29% | 13.58% |
Risk Management
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.905% | 13.32% |
Sharp | 0.774% | 0.526% |
Beta | 0.917% | 0.938% |
Alpha | 3.597% | -0.306% |
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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 | 4.4 | 4.15 |
Large Cap | 41.83 | 63.86 |
Small Cap | 44.62 | 13.66 |
Mid Cap | 9.14 | 18.34 |
Sector Allocation
Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.66 | 3.06 |
Communication Services | 2.67 | 3.11 |
Industrials | 20.77 | 11.24 |
Consumer Defensive | 3.66 | 4.92 |
Basic Materials | 10.08 | 4.18 |
Financial Services | 26.02 | 33.47 |
Consumer Cyclical | 11.66 | 9.54 |
Technology | 9.68 | 12.37 |
Healthcare | 2.53 | 8 |
Energy | 1 | 6.33 |
Real Estate | 4.73 | 1.56 |
Utilities | 5.53 | 2.22 |
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