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)	₹446 Cr	₹17241 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	-3.05%	0.18%
6 Month	-0.05%	5.2%
1 Year	-2.84%	6.33%
3 Year	18.54%	20.35%
5 Year	15.93%	22.38%

SIP Return Analysis

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	HDFC ELSS Tax saver Fund - Growth Plan
6 Month	-0.91%	2.3%
1 Year	9.69%	14.95%
3 Year	14.23%	18.35%
5 Year	15.05%	19.78%

Rolling Lumpsum Returns

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	HDFC ELSS Tax saver Fund - Growth Plan
1 Year	15.94%	16.54%
3 Year	18.72%	16.35%
5 Year	19.31%	15.75%

Risk Management

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	HDFC ELSS Tax saver Fund - Growth Plan
Standard Deviation	15.38%	11.17%
Sharp	0.80%	1.12%
Beta	1.09%	0.83%
Alpha	2.87%	5.39%

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	10.26	5.97
Small Cap	47.4	10.97
Large Cap	35.74	78.91
Mid Cap	6.59	4.14

Sector Allocation

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	HDFC ELSS Tax saver Fund - Growth Plan
Others	2.35	5.42
Communication Services	1.76	4.65
Consumer Defensive	2.69	0.83
Industrials	22.98	5.64
Financial Services	33.06	42.42
Consumer Cyclical	7.7	17.06
Healthcare	2.64	9.88
Technology	6.11	5.12
Real Estate	6.24	-
Basic Materials	8.21	6.09
Utilities	6.26	1.68
Energy	-	1.21

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