Mirae Asset ELSS Tax Saver Fund vs ITI ELSS Tax Saver Fund Regular compare

Mirae Asset ELSS Tax Saver Fund vs ITI ELSS Tax Saver Fund Regular compare

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ITI ELSS Tax Saver Fund Regular - Growth

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Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth

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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	Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
Fund	ITI ELSS Tax Saver Fund Regular - Growth	Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹409 Cr	₹25911 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹500	₹500
Launch Date	18 Oct 2019	28 Dec 2015
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	%	84%
Expense Ratio	2.32	1.56
Manager	Vishal Jajoo	Neelesh Surana
ISIN Code	INF00XX01374	INF769K01DK3
Exits Load	Data not available./365	Data not available./365

Trailing Lumpsum Returns

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
1 Month	5.08%	6.07%
6 Month	12.29%	11.44%
1 Year	5.23%	9.2%
3 Year	21.2%	18.47%
5 Year	20.26%	21.29%

SIP Return Analysis

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
6 Month	2.51%	4.15%
1 Year	15.36%	18.32%
3 Year	18.34%	17.33%
5 Year	17.48%	16.41%

Rolling Lumpsum Returns

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
1 Year	16.96%	15.42%
3 Year	18.57%	17.98%
5 Year	19.32%	19.45%

Risk Management

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
Standard Deviation	15.30%	12.69%
Sharp	0.89%	0.80%
Beta	1.08%	0.96%
Alpha	4.07%	1.71%

Fund Managers

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
Name	Vishal Jajoo	Neelesh Surana
Total AUM	₹762 Cr	₹49127 Cr
Funds Managed	3	2
	ITI ELSS Tax Saver Fund Regular - Growth	Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth

Market Cap

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
Others	9.84	0.82
Small Cap	46.12	16.68
Large Cap	37.42	69.64
Mid Cap	6.62	12.85

Sector Allocation

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
Others	1.86	0.82
Communication Services	2.59	3.45
Consumer Defensive	2.5	4.51
Basic Materials	9.86	6.59
Industrials	22.31	8.95
Financial Services	33.95	34.11
Consumer Cyclical	8.62	15.53
Technology	6.5	8.71
Healthcare	2.09	9.6
Utilities	6.24	2.29
Real Estate	3.48	1.23
Energy	-	4.21

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