- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹409 Cr | ₹4550 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 | 4.31% | 4.55% |
| 6 Month | 11.13% | 8.85% |
| 1 Year | 5.36% | 4.16% |
| 3 Year | 20.88% | 15.99% |
| 5 Year | 19.9% | 20.18% |
SIP Return Analysis
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.51% | 3.15% |
| 1 Year | 15.36% | 12.9% |
| 3 Year | 18.34% | 14.9% |
| 5 Year | 17.48% | 15.37% |
Rolling Lumpsum Returns
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.96% | 12.85% |
| 3 Year | 18.57% | 14.94% |
| 5 Year | 19.32% | 13.91% |
Risk Management
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.30% | 13.24% |
| Sharp | 0.89% | 0.68% |
| Beta | 1.08% | 0.98% |
| Alpha | 4.07% | 0.32% |
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 | 9.84 | 8.5 |
| Small Cap | 46.12 | 21.72 |
| Large Cap | 37.42 | 59.62 |
| Mid Cap | 6.62 | 10.16 |
Sector Allocation
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.86 | 4.39 |
| Communication Services | 2.59 | 4.18 |
| Consumer Defensive | 2.5 | 1.83 |
| Basic Materials | 9.86 | 7.06 |
| Industrials | 22.31 | 14.31 |
| Financial Services | 33.95 | 33.88 |
| Consumer Cyclical | 8.62 | 14.67 |
| Technology | 6.5 | 6.03 |
| Healthcare | 2.09 | 3.19 |
| Utilities | 6.24 | 2.58 |
| Real Estate | 3.48 | 2.59 |
| Energy | - | 5.29 |
Top Comparisons
Templeton India Value Fund - Growth Plan
3Y Returns18.12%
Tata Value Fund - Regular Plan - Growth Option
3Y Returns20.1%
HDFC Hybrid Debt Fund - Growth Plan
3Y Returns10.39%
Axis Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns7.46%
HSBC Liquid Fund - Regular Growth
3Y Returns7%
Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION
3Y Returns6.95%
Franklin India Flexi Cap Fund - Growth
3Y Returns18.6%
HDFC Flexi Cap Fund - Growth Plan
3Y Returns22.72%
