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 -6.65% -3.37%
6 Month -9.02% -3.37%
1 Year 10.44% 16.17%
3 Year 17.15% 8.82%
5 Year 16.15% 12.47%

SIP Return Analysis

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
6 Month - -
1 Year 5.87% 7.44%
3 Year 25.27% 16.11%
5 Year 21.8% 14.63%

Rolling Lumpsum Returns

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Year 22.05% 14.64%
3 Year 18.34% 14.38%
5 Year 18.4% 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% 0.14%
Beta 0.83% 1.03%
Alpha 1.91% -6.33%

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

Canara Robeco Focused Equity Fund - Regular Plan - Growth Option Canara Robeco Focused Equity Fund - Regular Plan - Growth Option

3Y Returns14.91%

VS

Axis Focused Fund - Regular Plan - Growth Option Axis Focused Fund - Regular Plan - Growth Option

3Y Returns5.2%

Compare Now

HDFC Gold ETF Fund of Fund - Growth Option HDFC Gold ETF Fund of Fund - Growth Option

3Y Returns18.64%

VS

INVESCO INDIA GOLD ETF FUND OF FUND- Growth INVESCO INDIA GOLD ETF FUND OF FUND- Growth

3Y Returns19.07%

Compare Now

Tata Short Term Bond Fund -Regular Plan- Growth Option Tata Short Term Bond Fund -Regular Plan- Growth Option

3Y Returns5.93%

VS

UTI Short Duration Fund - Regular Plan - Growth Option UTI Short Duration Fund - Regular Plan - Growth Option

3Y Returns6.41%

Compare Now

Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth

3Y Returns5.52%

VS

HDFC Dynamic Debt Fund - Growth Option HDFC Dynamic Debt Fund - Growth Option

3Y Returns6.21%

Compare Now
Request call back
Add to Cart Successfully