ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs ITI ELSS Tax Saver Fund Regular compare
ITI ELSS Tax Saver Fund Regular - Growth
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Chart Comparison
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) | ₹374 Cr | ₹14626 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 18 Oct 2019 | 07 Mar 2008 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | % | 26% |
Expense Ratio | 2.32 | 1.7 |
Manager | Vishal Jajoo | Atul Penkar |
ISIN Code | INF00XX01374 | INF209K01108 |
Exits Load | Data not available./365 | Data not available./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 | 8.19% | 6.68% |
6 Month | -16.6% | -12.95% |
1 Year | 4.25% | 7.19% |
3 Year | 18.7% | 11.67% |
5 Year | 24.25% | 17.22% |
SIP Return Analysis
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
---|---|---|
6 Month | -3.5% | -2.5% |
1 Year | -11.32% | -7.21% |
3 Year | 18.22% | 11.99% |
5 Year | 17.46% | 11.42% |
Rolling Lumpsum Returns
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
---|---|---|
1 Year | 20.61% | 11.75% |
3 Year | 18.2% | 11.9% |
5 Year | 17.5% | 12.76% |
Risk Management
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
---|---|---|
Standard Deviation | 13.905% | 11.52% |
Sharp | 0.774% | 0.27% |
Beta | 0.917% | 0.91% |
Alpha | 3.597% | -2.59% |
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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 |
Funds Managed | 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 | 4.4 | 2.96 |
Large Cap | 41.83 | 68.17 |
Small Cap | 44.62 | 14.14 |
Mid Cap | 9.14 | 14.73 |
Sector Allocation
Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
---|---|---|
Others | 1.66 | 1.98 |
Communication Services | 2.67 | 3.5 |
Industrials | 20.77 | 10.89 |
Consumer Defensive | 3.66 | 6.33 |
Basic Materials | 10.08 | 7.41 |
Financial Services | 26.02 | 25.62 |
Consumer Cyclical | 11.66 | 14.16 |
Technology | 9.68 | 10.1 |
Healthcare | 2.53 | 10.27 |
Energy | 1 | 7.82 |
Real Estate | 4.73 | 0.67 |
Utilities | 5.53 | 1.26 |
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