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

Link copied to clipboard!

tortoise-icon ITI ELSS Tax Saver Fund Regular - Growth

Invest Now

tortoise-icon Axis ELSS Tax Saver Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
Fund ITI ELSS Tax Saver Fund Regular - Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹388 Cr ₹36533 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 18 Oct 2019 29 Dec 2009
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over % 25%
Expense Ratio 2.3 1.52
Manager Vishal Jajoo Shreyash Devalkar
ISIN Code INF00XX01374 INF846K01131
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Month 2.24% 1.33%
6 Month -0.66% 2.1%
1 Year 26.13% 20.65%
3 Year 20.44% 9.52%
5 Year 17.69% 13.35%

SIP Return Analysis

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
6 Month - -
1 Year 11.55% 11.8%
3 Year 26.52% 16.72%
5 Year 22.47% 15.22%

Rolling Lumpsum Returns

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Year 21.02% 14.64%
3 Year 18.31% 14.38%
5 Year 18.49% 17%

Risk Management

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
Standard Deviation 12.51% 15.43%
Sharp 1.03% 0.18%
Beta 0.83% 1.04%
Alpha 1.91% -7.45%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
Name Vishal Jajoo Shreyash Devalkar
Total AUM ₹762 Cr ₹166770 Cr
Fund Manage 3 14
ITI ELSS Tax Saver Fund Regular - Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth

Market Cap

Scheme Name

ITI ELSS Tax Saver Fund Regular - Growth

Axis ELSS Tax Saver Fund - Regular Plan - Growth

Others 5.45 3.99
Large Cap 50.01 66.2
Small Cap 34.83 3.27
Mid Cap 9.71 26.49

Sector Allocation

Scheme Name

ITI ELSS Tax Saver Fund Regular - Growth

Axis ELSS Tax Saver Fund - Regular Plan - Growth

Others 5.45 3.99
Telecom - Services 2.47 3.56
Realty 4 1
Electrical Equipment 3.49 2.59
Food Products 1.33 1.95
Industrial Manufacturing 1.51 -
Construction 3.23 1.97
Textiles & Apparels 1.32 -
Banks 15.29 15.39
IT - Software 4.44 7.44
Paper, Forest & Jute Products 3.86 0.47
IT - Services 1.07 -
Pharmaceuticals & Biotechnology 2.1 7.56
Insurance 0.76 2.99
Automobiles 3.48 6.36
Finance 4.61 8.23
Diversified FMCG 3.15 0.51
Industrial Products 8.38 2.3
Oil 1.28 -
Ferrous Metals 1.18 0.49
Power 6 5.57
Chemicals & Petrochemicals 2.3 2.73
Transport Services 4.51 1.32
Engineering Services 1.12 -
Household Products 0.53 -
Commercial Services & Supplies 3.35 -
Retailing 9.26 6.88
Auto Components 0.53 2
Petroleum Products - 1
Healthcare Services - 2.17
Non - Ferrous Metals - 0.26
Leisure Services - 1.57
Personal Products - 0.26
Fertilizers & Agrochemicals - 2.38
Consumer Durables - 1.42
Beverages - 1.42
Aerospace & Defense - 0.61
Financial Technology (Fintech) - 0.9
Cement & Cement Products - 1.79
Capital Markets - 0.87

Top Comparisons

HDFC Low Duration  Fund - Growth HDFC Low Duration Fund - Growth

3Y Returns6.12%

VS

Axis Treasury Advantage Fund - Retail Plan - Growth Option Axis Treasury Advantage Fund - Retail Plan - Growth Option

3Y Returns6.31%

Compare Now

Bajaj Finserv Money Market Fund Regular - Growth Bajaj Finserv Money Market Fund Regular - Growth

3Y Returns0%

VS

ICICI Prudential Money Market Fund Option - Growth ICICI Prudential Money Market Fund Option - Growth

3Y Returns6.56%

Compare Now

SBI Infrastructure Fund -  Regular Plan - Growth SBI Infrastructure Fund - Regular Plan - Growth

3Y Returns27.74%

VS

Quant Infrastructure Fund - Growth Option Quant Infrastructure Fund - Growth Option

3Y Returns25.19%

Compare Now

HSBC Value Fund - Regular Growth HSBC Value Fund - Regular Growth

3Y Returns25.22%

VS

Axis Value Fund - Regular Plan - Growth Axis Value Fund - Regular Plan - Growth

3Y Returns22.54%

Compare Now
Request call back
Add to Cart Successfully