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ITI ELSS Tax Saver Fund Regular vs Tata ELSS Tax Saver Fund compare
ITI ELSS Tax Saver Fund Regular - Growth
Tata ELSS Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | ITI ELSS Tax Saver Fund Regular - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹441 Cr | ₹4795 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 18 Oct 2019 | 13 Oct 2014 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | % | 20% |
| Expense Ratio | 2.32 | 1.82 |
| Manager | Vishal Jajoo | Sailesh Jain |
| ISIN Code | INF00XX01374 | INF277K01I52 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.93% | -0.67% |
| 6 Month | -1.56% | 2.93% |
| 1 Year | 2.17% | 4.52% |
| 3 Year | 19.9% | 16.02% |
| 5 Year | 16.15% | 16.79% |
SIP Return Analysis
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.77% | 3.63% |
| 1 Year | 10.97% | 15% |
| 3 Year | 14.57% | 13.98% |
| 5 Year | 15.59% | 14.73% |
Rolling Lumpsum Returns
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.75% | 12.33% |
| 3 Year | 18.67% | 15.02% |
| 5 Year | 19.25% | 14.15% |
Risk Management
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.38% | 12.5% |
| Sharp | 0.80% | 0.7% |
| Beta | 1.09% | 0.97% |
| Alpha | 2.87% | -0.5% |
Fund Managers
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Vishal Jajoo | Sailesh Jain |
| Total AUM | ₹762 Cr | ₹17041 Cr |
| Funds Managed | 3 | 7 |
| ITI ELSS Tax Saver Fund Regular - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 9.02 | 10.14 |
| Small Cap | 48.31 | 18.46 |
| Large Cap | 36.88 | 58.47 |
| Mid Cap | 5.78 | 12.93 |
Sector Allocation
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.89 | 2.83 |
| Communication Services | 1.81 | 6.15 |
| Consumer Defensive | 2.64 | 1.75 |
| Industrials | 24.45 | 14.08 |
| Financial Services | 34.23 | 33.69 |
| Healthcare | 2.57 | 4.49 |
| Technology | 5.37 | 7.47 |
| Real Estate | 5.95 | 2.2 |
| Basic Materials | 8.14 | 7.08 |
| Consumer Cyclical | 8.12 | 12.56 |
| Utilities | 5.84 | 2.35 |
| Energy | - | 5.36 |
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