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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 | 3.77% | 3.06% |
| 6 Month | -8.65% | -6.74% |
| 1 Year | 7.53% | 9.26% |
| 3 Year | 19.55% | 11.45% |
| 5 Year | 23.48% | 16.51% |
SIP Return Analysis
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| 6 Month | -0.09% | 0.75% |
| 1 Year | -8.25% | -4.19% |
| 3 Year | 18.54% | 12.77% |
| 5 Year | 17.5% | 11.68% |
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% | 0.29% |
| Beta | 0.917% | 0.92% |
| Alpha | 3.597% | -2.4% |
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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 | 1.41 |
| Large Cap | 41.83 | 69.74 |
| Small Cap | 44.62 | 14.15 |
| Mid Cap | 9.14 | 14.72 |
Sector Allocation
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Others | 1.66 | 1.41 |
| Communication Services | 2.67 | - |
| Industrials | 20.77 | - |
| Consumer Defensive | 3.66 | - |
| Basic Materials | 10.08 | - |
| Financial Services | 26.02 | - |
| Consumer Cyclical | 11.66 | - |
| Technology | 9.68 | - |
| Healthcare | 2.53 | - |
| Energy | 1 | - |
| Real Estate | 4.73 | - |
| Utilities | 5.53 | - |
| Petroleum Products | - | 5.59 |
| IT - Software | - | 8.82 |
| Construction | - | 3.17 |
| Finance | - | 7.17 |
| Non - Ferrous Metals | - | 0.87 |
| Banks | - | 20.98 |
| Pharmaceuticals & Biotechnology | - | 6.02 |
| Chemicals & Petrochemicals | - | 1.17 |
| Paper, Forest & Jute Products | - | 1.01 |
| Healthcare Services | - | 3.76 |
| Cement & Cement Products | - | 2.22 |
| Automobiles | - | 3.9 |
| Personal Products | - | 2.21 |
| Transport Services | - | 2.22 |
| Diversified FMCG | - | 1.24 |
| Insurance | - | 1.05 |
| Realty | - | 0.59 |
| Retailing | - | 4.24 |
| Diversified Metals | - | 0.94 |
| Oil | - | 1.59 |
| Consumer Durables | - | 2.73 |
| Industrial Products | - | 1.02 |
| Leisure Services | - | 2.08 |
| Auto Components | - | 1.74 |
| Telecom - Services | - | 3.62 |
| Fertilizers & Agrochemicals | - | 1.19 |
| Industrial Manufacturing | - | 1.49 |
| Capital Markets | - | 0.59 |
| Power | - | 1.3 |
| Transport Infrastructure | - | 1.96 |
| Ferrous Metals | - | 1.51 |
| Beverages | - | 0.62 |
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