Edelweiss 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 Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

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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 Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Fund ITI ELSS Tax Saver Fund Regular - Growth Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹363 Cr ₹381 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 18 Oct 2019 30 Dec 2008
Category ELSS ELSS
Fund Type Open-ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over % 57%
Expense Ratio 2.3 2.34
Manager Vishal Jajoo Trideep Bhattacharya
ISIN Code INF00XX01374 INF754K01517
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
1 Month 2.62% 2.51%
6 Month 22.96% 20.36%
1 Year 57.89% 40.42%
3 Year 21.67% 18.58%
5 Year - 20.41%

SIP Return Analysis

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
6 Month - -
1 Year 25.56% 16.94%
3 Year 54.01% 36.65%
5 Year 80.34% 67.95%

Rolling Lumpsum Returns

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
1 Year 24.07% 20.92%
3 Year 59.02% 52.22%
5 Year 84.68% 76.54%

Risk Management

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Standard Deviation 12.51% 12.15%
Sharp 1.03% 0.93%
Beta 0.83% 0.91%
Alpha 1.91% -0.58%

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Fund Managers

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Name Vishal Jajoo Trideep Bhattacharya
Total AUM ₹762 Cr ₹0 Cr
Fund Manage 3 9
ITI ELSS Tax Saver Fund Regular - Growth Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

ITI ELSS Tax Saver Fund Regular - Growth

Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

Others 6.74 4.99
Large Cap 49.09 68.97
Mid Cap 15.57 14.77
Small Cap 28.6 11.27

Sector Allocation

Scheme Name

ITI ELSS Tax Saver Fund Regular - Growth

Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

Telecom - Services 11.75 -
Retailing 7.91 -
Construction 6.35 7.74
Transport Services 3.53 -
Ferrous Metals 3.18 -
Industrial Products 9.98 -
Finance 3.86 -
Automobiles 5.91 -
Textiles & Apparels 3.11 -
Banks 11.64 -
Realty 4.94 -
Paper, Forest & Jute Products 2.3 -
Power 4.81 -
IT - Software 4.69 -
Others 1.76 1.37
Auto Components 2.29 -
Commercial Services & Supplies 1.84 -
Petroleum Products 2.08 -
Diversified FMCG 1.21 -
Industrial Manufacturing 1.13 -
Chemicals & Petrochemicals 1.12 -
Aerospace & Defense 1.69 -
Electrical Equipment 1.65 -
Pharmaceuticals & Biotechnology 0.66 -
Engineering Services 0.61 -
Financial - 29.19
Energy - 6.54
Services - 5.03
Communication - 2.41
Technology - 9.02
Materials - 4.55
Capital Goods - 8.99
Healthcare - 5.85
Automobile - 9.34
Consumer Staples - 5.11
Metals & Mining - 2.49
Consumer Discretionary - 1.3
Insurance - 0.64
Chemicals - 0.43

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