Axis 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 Axis ELSS Tax Saver Fund - Regular Plan - Growth

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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 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) ₹363 Cr ₹37109 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 18 Oct 2019 05 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 Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Month -5.99% -3.83%
6 Month 3.94% 7.24%
1 Year 31.24% 25.36%
3 Year 16.59% 6.32%
5 Year 17.71% 13.94%

SIP Return Analysis

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
6 Month - -
1 Year 19.63% 17.78%
3 Year 27.89% 17.42%
5 Year - 15.67%

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% 0.14%
Beta 0.83% 1.03%
Alpha 1.91% -7.1%

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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 6.74 8.05
Large Cap 49.09 65.09
Small Cap 28.6 1.57
Mid Cap 15.57 25.26

Sector Allocation

Scheme Name

ITI ELSS Tax Saver Fund Regular - Growth

Axis ELSS Tax Saver Fund - Regular Plan - Growth

Others 1.76 4.44
Telecom - Services 11.75 -
Petroleum Products 2.08 -
Electrical Equipment 1.65 -
Construction 6.35 1.65
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 - 9.65
Materials - 4.02
Technology - 8.01
Consumer Staples - 4.5
Financial - 23.42
Healthcare - 8.44
Chemicals - 6.41
Services - 11.47
Capital Goods - 3.93
Automobile - 9.17
Metals & Mining - 0.62
Insurance - 0.98
Consumer Discretionary - 0.54
Diversified - 0.43
Communication - 2.29

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