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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 | 3.77% | 3.14% |
| 6 Month | -8.65% | -3.33% |
| 1 Year | 7.53% | 9.54% |
| 3 Year | 19.55% | 10.73% |
| 5 Year | 23.48% | 18.64% |
SIP Return Analysis
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.09% | 1.6% |
| 1 Year | -8.25% | 0.38% |
| 3 Year | 18.54% | 14.49% |
| 5 Year | 17.5% | 12.72% |
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% | 0.2% |
| Beta | 0.917% | 1.01% |
| Alpha | 3.597% | -3.88% |
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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 | 5.07 |
| Large Cap | 41.83 | 71.58 |
| Small Cap | 44.62 | 2.85 |
| Mid Cap | 9.14 | 20.5 |
Sector Allocation
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.66 | 5.07 |
| Communication Services | 2.67 | 5.57 |
| Industrials | 20.77 | 8.84 |
| Consumer Defensive | 3.66 | 5.16 |
| Basic Materials | 10.08 | 7.4 |
| Financial Services | 26.02 | 29.59 |
| Consumer Cyclical | 11.66 | 13.72 |
| Technology | 9.68 | 8.79 |
| Healthcare | 2.53 | 10.27 |
| Energy | 1 | 1.18 |
| Real Estate | 4.73 | 1.22 |
| Utilities | 5.53 | 3.2 |
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