ITI ELSS Tax Saver Fund Regular vs NIPPON INDIA ELSS TAX SAVER FUND compare

ITI ELSS Tax Saver Fund Regular vs NIPPON INDIA ELSS TAX SAVER FUND compare

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ITI ELSS Tax Saver Fund Regular - Growth

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NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option

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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	NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
Fund	ITI ELSS Tax Saver Fund Regular - Growth	NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹446 Cr	₹15519 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	18 Oct 2019	21 Sep 2005
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	%	23%
Expense Ratio	2.32	1.69
Manager	Vishal Jajoo	Ashutosh Bhargava
ISIN Code	INF00XX01374	INF204K01GK4
Exits Load	Data not available./365	Data not available./365

Trailing Lumpsum Returns

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
1 Month	-2.75%	-1.39%
6 Month	1.44%	3.87%
1 Year	-0.38%	3.72%
3 Year	18.53%	16.21%
5 Year	15.75%	18.98%

SIP Return Analysis

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
6 Month	-0.91%	1.46%
1 Year	9.69%	13.89%
3 Year	14.23%	14.65%
5 Year	15.05%	15.7%

Rolling Lumpsum Returns

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
1 Year	15.75%	10.13%
3 Year	18.67%	12.82%
5 Year	19.25%	14.28%

Risk Management

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
Standard Deviation	15.38%	12.81%
Sharp	0.80%	0.8%
Beta	1.09%	0.99%
Alpha	2.87%	0.74%

Fund Managers

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
Name	Vishal Jajoo	Ashutosh Bhargava
Total AUM	₹762 Cr	₹121448 Cr
Funds Managed	3	12
	ITI ELSS Tax Saver Fund Regular - Growth	NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option

Market Cap

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
Others	9.02	4.12
Small Cap	48.31	17.18
Large Cap	36.88	64.53
Mid Cap	5.78	14.17

Sector Allocation

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
Others	0.89	0.83
Communication Services	1.81	3.85
Consumer Defensive	2.64	10.46
Industrials	24.45	9.89
Financial Services	34.23	36.78
Healthcare	2.57	6.45
Technology	5.37	4.99
Real Estate	5.95	-
Basic Materials	8.14	3.48
Consumer Cyclical	8.12	11.56
Utilities	5.84	6.38
Energy	-	5.33

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