ITI ELSS Tax Saver Fund Regular vs Edelweiss ELSS Tax saver Fund 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) | ₹419 Cr | ₹412 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 | 2.4% | 3.7% |
6 Month | 2.79% | 1.83% |
1 Year | 1.01% | 2.48% |
3 Year | 25.94% | 20.71% |
5 Year | 21.9% | 21.68% |
SIP Return Analysis
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 11.94% | 10.28% |
1 Year | 12.94% | 11.89% |
3 Year | 21.95% | 17.81% |
5 Year | 19.3% | 17.08% |
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 | 15.71% | 14.02% |
Sharp | 1.02% | 0.78% |
Beta | 1.00% | 0.95% |
Alpha | 5.28% | 0.59% |
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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 | 4.34 | 3.72 |
Small Cap | 46.6 | 12.65 |
Large Cap | 40.16 | 65.19 |
Mid Cap | 8.9 | 18.44 |
Sector Allocation
Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.45 | 1.54 |
Communication Services | 2.72 | 3.79 |
Consumer Defensive | 3.4 | 5.12 |
Basic Materials | 10.06 | 4.76 |
Industrials | 21.12 | 9.02 |
Financial Services | 31.05 | 36.52 |
Consumer Cyclical | 8.52 | 9.73 |
Technology | 8.96 | 11.2 |
Healthcare | 2.18 | 8.19 |
Energy | 1.03 | 6.51 |
Real Estate | 4.29 | 1.37 |
Utilities | 6.23 | 2.26 |
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