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HDFC ELSS Tax saver Fund vs ITI ELSS Tax Saver Fund Regular compare
ITI ELSS Tax Saver Fund Regular - Growth
HDFC ELSS Tax saver Fund - Growth Plan
Chart Comparison
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) | ₹420 Cr | ₹16579 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 | -3.51% | -0.32% |
| 6 Month | 15.42% | 13.83% |
| 1 Year | -7.54% | 2.01% |
| 3 Year | 19.49% | 21.77% |
| 5 Year | 17.77% | 23.66% |
SIP Return Analysis
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| 6 Month | -0.42% | 1.6% |
| 1 Year | 0.09% | 8.05% |
| 3 Year | 15.48% | 19.39% |
| 5 Year | 15.84% | 21.09% |
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 | 15.25% | 11.55% |
| Sharp | 0.94% | 1.29% |
| Beta | 1.05% | 0.86% |
| Alpha | 4.48% | 6.92% |
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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