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ITI ELSS Tax Saver Fund Regular vs HDFC ELSS Tax saver Fund compare
ITI ELSS Tax Saver Fund Regular - Growth
HDFC ELSS Tax saver Fund - Growth Plan
Chart Comparison
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 | ₹17194 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 | 3.12% | 1.19% |
| 6 Month | 7.76% | 5.7% |
| 1 Year | 7.74% | 10.87% |
| 3 Year | 19.98% | 21.09% |
| 5 Year | 18.59% | 24% |
SIP Return Analysis
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| 6 Month | 2.27% | 2.35% |
| 1 Year | 15.7% | 14.3% |
| 3 Year | 17.43% | 18.99% |
| 5 Year | 16.86% | 20.24% |
Rolling Lumpsum Returns
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| 1 Year | 16.25% | 16.63% |
| 3 Year | 18.65% | 16.28% |
| 5 Year | 19.4% | 15.68% |
Risk Management
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 15.29% | 11.22% |
| Sharp | 0.89% | 1.21% |
| Beta | 1.08% | 0.83% |
| Alpha | 3.36% | 5.77% |
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 | 9.84 | 6.45 |
| Small Cap | 46.12 | 11.34 |
| Large Cap | 37.42 | 78.27 |
| Mid Cap | 6.62 | 3.94 |
Sector Allocation
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| Others | 1.86 | 5.89 |
| Communication Services | 2.59 | 4.44 |
| Consumer Defensive | 2.5 | 0.8 |
| Basic Materials | 9.86 | 6 |
| Industrials | 22.31 | 5.64 |
| Financial Services | 33.95 | 41.44 |
| Consumer Cyclical | 8.62 | 17.76 |
| Technology | 6.5 | 4.93 |
| Healthcare | 2.09 | 10.25 |
| Utilities | 6.24 | 1.69 |
| Real Estate | 3.48 | - |
| Energy | - | 1.17 |
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