HDFC ELSS Tax saver Fund vs ITI ELSS Tax Saver Fund Regular compare

HDFC ELSS Tax saver Fund vs ITI ELSS Tax Saver Fund Regular compare

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ITI ELSS Tax Saver Fund Regular - Growth

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HDFC ELSS Tax saver Fund - Growth Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	HDFC ELSS Tax saver Fund - Growth Plan
Fund	ITI ELSS Tax Saver Fund Regular - Growth	HDFC ELSS Tax saver Fund - Growth Plan
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹409 Cr	₹16525 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	18 Oct 2019	02 Apr 1996
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	%	36.4%
Expense Ratio	2.32	1.7
Manager	Vishal Jajoo	Dhruv Muchhal
ISIN Code	INF00XX01374	INF179K01BB8
Exits Load	Data not available./365	Data not available./365

Trailing Lumpsum Returns

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	HDFC ELSS Tax saver Fund - Growth Plan
1 Month	4.05%	2.94%
6 Month	19.33%	15.26%
1 Year	-4.55%	2.56%
3 Year	19.73%	21.04%
5 Year	19.13%	25.16%

SIP Return Analysis

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	HDFC ELSS Tax saver Fund - Growth Plan
6 Month	3.54%	4.07%
1 Year	10.58%	14.05%
3 Year	17.98%	20.56%
5 Year	16.99%	21.38%

Rolling Lumpsum Returns

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	HDFC ELSS Tax saver Fund - Growth Plan
1 Year	17.67%	17.03%
3 Year	18.44%	15.38%
5 Year	19.61%	15.1%

Risk Management

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	HDFC ELSS Tax saver Fund - Growth Plan
Standard Deviation	15.44%	11.49%
Sharp	0.77%	1.16%
Beta	1.07%	0.86%
Alpha	4.18%	7.12%

Fund Managers

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	HDFC ELSS Tax saver Fund - Growth Plan
Name	Vishal Jajoo	Dhruv Muchhal
Total AUM	₹762 Cr	₹520687 Cr
Funds Managed	3	40
	ITI ELSS Tax Saver Fund Regular - Growth	HDFC ELSS Tax saver Fund - Growth Plan

Market Cap

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	HDFC ELSS Tax saver Fund - Growth Plan
Others	9.18	6.64
Small Cap	47.59	11.09
Large Cap	36.05	77.83
Mid Cap	7.19	4.44

Sector Allocation

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	HDFC ELSS Tax saver Fund - Growth Plan
Others	2.46	6.07
Communication Services	2.7	4.55
Consumer Defensive	1.92	0.81
Basic Materials	10.66	6
Industrials	21.84	5.69
Financial Services	30.65	42.46
Consumer Cyclical	9.4	16.05
Technology	7.39	5.21
Healthcare	2.03	9.73
Energy	0	1.19
Utilities	6.47	1.76
Real Estate	4.47	0.49

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