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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) | ₹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 | 4.13% | 3.39% |
| 6 Month | 13.55% | 8.87% |
| 1 Year | 4.46% | 2.44% |
| 3 Year | 20.67% | 15.33% |
| 5 Year | 20.24% | 20.17% |
SIP Return Analysis
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.18% | 0.24% |
| 1 Year | 9.23% | 6.39% |
| 3 Year | 15.54% | 11.96% |
| 5 Year | 15.82% | 13.61% |
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 | 15.29% | 13.16% |
| Sharp | 0.89% | 0.66% |
| Beta | 1.08% | 0.97% |
| Alpha | 3.36% | -0.46% |
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 |
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