Tata ELSS Tax Saver Fund vs ITI ELSS Tax Saver Fund Regular 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) | ₹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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