Axis ELSS Tax Saver Fund vs ITI ELSS Tax Saver Fund Regular compare
ITI ELSS Tax Saver Fund Regular - Growth
Axis ELSS Tax Saver Fund - Regular Plan - Growth
Chart Comparison
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) | ₹374 Cr | ₹34497 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 | 2.32 | 1.54 |
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 | -4.3% | -3.52% |
6 Month | -20.01% | -13.33% |
1 Year | 2.98% | 6.84% |
3 Year | 16.23% | 8.68% |
5 Year | 18.66% | 13.7% |
SIP Return Analysis
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
6 Month | -11.61% | -8.18% |
1 Year | -23.29% | -13.51% |
3 Year | 13.53% | 9.57% |
5 Year | 14.79% | 10.2% |
Rolling Lumpsum Returns
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
1 Year | 20.61% | 14.83% |
3 Year | 18.2% | 14.18% |
5 Year | 17.5% | 16.65% |
Risk Management
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.905% | 15.43% |
Sharp | 0.774% | 0.14% |
Beta | 0.917% | 1% |
Alpha | 3.597% | -4.59% |
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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 |
Funds Managed | 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 | 4.4 | 4.61 |
Large Cap | 41.83 | 70.74 |
Small Cap | 44.62 | 3.11 |
Mid Cap | 9.14 | 21.54 |
Sector Allocation
Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 1.66 | 4.61 |
Communication Services | 2.67 | 5.46 |
Industrials | 20.77 | 9.2 |
Consumer Defensive | 3.66 | 5.49 |
Basic Materials | 10.08 | 7.6 |
Financial Services | 26.02 | 28.43 |
Consumer Cyclical | 11.66 | 13.82 |
Technology | 9.68 | 9.11 |
Healthcare | 2.53 | 10.23 |
Energy | 1 | 1.01 |
Real Estate | 4.73 | 1.34 |
Utilities | 5.53 | 3.68 |
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