Edelweiss ELSS Tax saver Fund vs ITI ELSS Tax Saver Fund Regular compare
ITI ELSS Tax Saver Fund Regular - Growth
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹374 Cr | ₹383 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 | 2.32 | 2.35 |
Manager | Vishal Jajoo | Trideep Bhattacharya |
ISIN Code | INF00XX01374 | INF754K01517 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -3.34% | -3.73% |
6 Month | -17.38% | -13.68% |
1 Year | -0.05% | 1.64% |
3 Year | 16.72% | 12.69% |
5 Year | 17.51% | 16.8% |
SIP Return Analysis
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -11.61% | -10.76% |
1 Year | -23.29% | -17.62% |
3 Year | 13.53% | 10.24% |
5 Year | 14.79% | 13.56% |
Rolling Lumpsum Returns
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 21.48% | 12.53% |
3 Year | 18.31% | 13.51% |
5 Year | 17.85% | 13.44% |
Risk Management
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.905% | 13.32% |
Sharp | 0.774% | 0.526% |
Beta | 0.917% | 0.938% |
Alpha | 3.597% | -0.306% |
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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 | 4.40357 | 4.14551 |
Large Cap | 41.83368 | 63.8631 |
Small Cap | 44.6186 | 13.65601 |
Mid Cap | 9.14416 | 18.33541 |
Sector Allocation
Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.66407 | 3.05912 |
Communication Services | 2.66537 | 3.11362 |
Industrials | 20.7669 | 11.23539 |
Consumer Defensive | 3.66461 | 4.92463 |
Basic Materials | 10.08403 | 4.18167 |
Financial Services | 26.02049 | 33.47472 |
Consumer Cyclical | 11.65598 | 9.54379 |
Technology | 9.6849 | 12.36807 |
Healthcare | 2.53059 | 7.99558 |
Energy | 1.00115 | 6.32503 |
Real Estate | 4.72731 | 1.55847 |
Utilities | 5.53461 | 2.21994 |
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