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) | ₹446 Cr | ₹440 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 | -3.05% | 0.36% |
| 6 Month | -1.2% | 5.4% |
| 1 Year | -3.35% | 1.9% |
| 3 Year | 18.25% | 16.2% |
| 5 Year | 15.97% | 16.81% |
SIP Return Analysis
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.3% | 4.77% |
| 1 Year | 10.38% | 18.57% |
| 3 Year | 14.78% | 15.45% |
| 5 Year | 15.39% | 15.06% |
Rolling Lumpsum Returns
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.94% | 11.39% |
| 3 Year | 18.72% | 13.96% |
| 5 Year | 19.31% | 13.79% |
Risk Management
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.38% | 13.18% |
| Sharp | 0.80% | 0.71% |
| Beta | 1.09% | 0.98% |
| Alpha | 2.87% | 0.89% |
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 | 10.26 | 4.18 |
| Small Cap | 47.4 | 16.68 |
| Large Cap | 35.74 | 60.18 |
| Mid Cap | 6.59 | 18.95 |
Sector Allocation
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.35 | 1.54 |
| Communication Services | 1.76 | 3.93 |
| Consumer Defensive | 2.69 | 4.93 |
| Industrials | 22.98 | 8.97 |
| Financial Services | 33.06 | 36.23 |
| Consumer Cyclical | 7.7 | 10.6 |
| Healthcare | 2.64 | 7.37 |
| Technology | 6.11 | 11.43 |
| Real Estate | 6.24 | 1.29 |
| Basic Materials | 8.21 | 4.74 |
| Utilities | 6.26 | 1.99 |
| Energy | - | 6.97 |
Top Comparisons
Bajaj Finserv Money Market Fund Regular - Growth
3Y Returns0%
HSBC Money Market Fund - Regular Growth
3Y Returns7.23%
SBI Comma Fund - Regular Plan - Growth
3Y Returns15.35%
Quant Quantamental Fund Regular - Growth
3Y Returns18.73%
ICICI Prudential Flexicap Fund - Growth
3Y Returns18.98%
SBI Flexicap Fund - REGULAR PLAN -Growth Option
3Y Returns12.77%
Tata Value Fund - Regular Plan - Growth Option
3Y Returns18.75%
Axis Value Fund - Regular Plan - Growth
3Y Returns22.26%