ADITYA BIRLA SUN LIFE 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 ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - 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 ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Fund ITI ELSS Tax Saver Fund Regular - Growth ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹363 Cr ₹16326 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹500
Launch Date 18 Oct 2019 29 Mar 1996
Category ELSS ELSS
Fund Type Open-ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over % 26%
Expense Ratio 2.3 1.68
Manager Vishal Jajoo Atul Penkar
ISIN Code INF00XX01374 INF209K01108
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
1 Month -8.12% -6.66%
6 Month 2.79% 5.59%
1 Year 30.05% 24.91%
3 Year 16.22% 9.48%
5 Year 17.38% 12.07%

SIP Return Analysis

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
6 Month - -
1 Year 19.63% 16.96%
3 Year 27.89% 18.12%
5 Year - 15.27%

Rolling Lumpsum Returns

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
1 Year 21.02% 11.54%
3 Year 18.31% 11.95%
5 Year 18.49% 12.9%

Risk Management

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Standard Deviation 12.51% 11.52%
Sharp 1.03% 0.42%
Beta 0.83% 0.92%
Alpha 1.91% -3.01%

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Fund Managers

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Name Vishal Jajoo Atul Penkar
Total AUM ₹762 Cr ₹21393 Cr
Fund Manage 3 3
ITI ELSS Tax Saver Fund Regular - Growth ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

Market Cap

Scheme Name

ITI ELSS Tax Saver Fund Regular - Growth

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

Others 6.74 1.44
Large Cap 49.09 65.43
Small Cap 28.6 12.19
Mid Cap 15.57 20.95

Sector Allocation

Scheme Name

ITI ELSS Tax Saver Fund Regular - Growth

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

Others 1.76 1.44
Telecom - Services 11.75 -
Petroleum Products 2.08 -
Electrical Equipment 1.65 -
Construction 6.35 5.76
Industrial Manufacturing 1.13 -
Textiles & Apparels 3.11 -
Banks 11.64 -
IT - Software 4.69 -
Paper, Forest & Jute Products 2.3 -
Aerospace & Defense 1.69 -
Automobiles 5.91 -
Finance 3.86 -
Diversified FMCG 1.21 -
Pharmaceuticals & Biotechnology 0.66 -
Industrial Products 9.98 -
Realty 4.94 -
Ferrous Metals 3.18 -
Chemicals & Petrochemicals 1.12 -
Auto Components 2.29 -
Engineering Services 0.61 -
Power 4.81 -
Transport Services 3.53 -
Commercial Services & Supplies 1.84 -
Retailing 7.91 -
Energy - 9.45
Technology - 6.45
Consumer Staples - 6.32
Metals & Mining - 1.86
Financial - 23.09
Healthcare - 7.92
Chemicals - 1.97
Materials - 2.35
Automobile - 9.97
Services - 11.2
Insurance - 1.15
Consumer Discretionary - 3.68
Communication - 3.57
Diversified - 0.56
Capital Goods - 3.27

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