Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

ITI ELSS Tax Saver Fund Regular vs Edelweiss ELSS Tax saver Fund compare

Link copied to clipboard!

tortoise-icon ITI ELSS Tax Saver Fund Regular - Growth

Invest Now

tortoise-icon Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Bajaj Finserv Money Market Fund Regular - Growth

3Y Returns0%

VS

HSBC Money Market Fund - Regular Growth HSBC Money Market Fund - Regular Growth

3Y Returns7.23%

Compare Now

SBI Comma Fund - Regular Plan - Growth SBI Comma Fund - Regular Plan - Growth

3Y Returns15.35%

VS

Quant Quantamental Fund Regular - Growth Quant Quantamental Fund Regular - Growth

3Y Returns18.73%

Compare Now

ICICI Prudential Flexicap Fund - Growth ICICI Prudential Flexicap Fund - Growth

3Y Returns18.98%

VS

SBI Flexicap Fund - REGULAR PLAN -Growth Option SBI Flexicap Fund - REGULAR PLAN -Growth Option

3Y Returns12.77%

Compare Now

Tata Value Fund - Regular Plan - Growth Option Tata Value Fund - Regular Plan - Growth Option

3Y Returns18.75%

VS

Axis Value Fund - Regular Plan - Growth Axis Value Fund - Regular Plan - Growth

3Y Returns22.26%

Compare Now
Add to Cart Successfully