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)	₹440 Cr	₹17163 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	-5.31%	-1.41%
6 Month	-4.86%	1.46%
1 Year	5.25%	10.88%
3 Year	18.44%	21.14%
5 Year	14.38%	21.18%

SIP Return Analysis

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	HDFC ELSS Tax saver Fund - Growth Plan
6 Month	0.66%	1.23%
1 Year	9.98%	10.77%
3 Year	13.32%	16.16%
5 Year	15.03%	18.68%

Rolling Lumpsum Returns

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	HDFC ELSS Tax saver Fund - Growth Plan
1 Year	15.05%	16.37%
3 Year	18.74%	16.42%
5 Year	19.11%	15.85%

Risk Management

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	HDFC ELSS Tax saver Fund - Growth Plan
Standard Deviation	12.51%	11.39%
Sharp	0.88%	1.31%
Beta	1.1%	0.82%
Alpha	1.55%	5.38%

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	12.03	3.1
Small Cap	46.32	9.23
Large Cap	36.41	82.26
Mid Cap	5.24	5.41

Sector Allocation

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	HDFC ELSS Tax saver Fund - Growth Plan
Others	1.04	2.01
Communication Services	1.92	4.55
Consumer Defensive	2.59	3.78
Industrials	25.53	5.4
Financial Services	32.7	43.7
Healthcare	2.61	7.39
Real Estate	5.65	-
Technology	6.15	7.12
Basic Materials	7.66	4.93
Consumer Cyclical	9.27	16.35
Utilities	4.89	1.54
Energy	-	3.22

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