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Tata ELSS Tax Saver Fund vs ITI ELSS Tax Saver Fund Regular compare

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tortoise-icon ITI ELSS Tax Saver Fund Regular - Growth

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tortoise-icon Tata ELSS Fund - Regular 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 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) ₹435 Cr ₹4711 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 -3.32% -1.61%
6 Month 10.62% 7.76%
1 Year -2.99% -0.29%
3 Year 21.73% 16.62%
5 Year 20.72% 20.78%

SIP Return Analysis

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Tata ELSS Fund - Regular Plan - Growth Option
6 Month 7.36% 5.1%
1 Year 8.33% 4.93%
3 Year 20.08% 15.39%
5 Year 18.34% 16.24%

Rolling Lumpsum Returns

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Tata ELSS Fund - Regular Plan - Growth Option
1 Year 18.91% 13.57%
3 Year 18.3% 14.8%
5 Year 18.29% 13.66%

Risk Management

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Tata ELSS Fund - Regular Plan - Growth Option
Standard Deviation 15.39% 14.00%
Sharp 1.20% 0.97%
Beta 1.01% 0.97%
Alpha 4.77% 0.47%

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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 7.45 9.09
Small Cap 46.52 21.35
Large Cap 37.23 59.32
Mid Cap 8.8 10.24

Sector Allocation

Scheme Name

ITI ELSS Tax Saver Fund Regular - Growth

Tata ELSS Fund - Regular Plan - Growth Option

Others 0.89 5.19
Communication Services 2.87 4.32
Consumer Defensive 2.7 1
Basic Materials 11.04 6.85
Industrials 20.96 13.87
Financial Services 30.97 34.15
Consumer Cyclical 8.51 14.22
Technology 8.3 6.75
Healthcare 2.09 3.23
Energy 1.05 5.51
Utilities 6.38 2.45
Real Estate 4.25 2.46

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