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

Tata 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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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)	₹446 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	-4.81%	-1.41%
6 Month	-1.28%	4.12%
1 Year	-2.92%	0.91%
3 Year	18.45%	14.81%
5 Year	15.55%	16.57%

SIP Return Analysis

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Tata ELSS Fund - Regular Plan - Growth Option
6 Month	-0.91%	3.15%
1 Year	9.69%	15.4%
3 Year	14.23%	14.17%
5 Year	15.05%	14.59%

Rolling Lumpsum Returns

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Tata ELSS Fund - Regular Plan - Growth Option
1 Year	15.94%	12.35%
3 Year	18.72%	15.06%
5 Year	19.31%	14.1%

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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