HDFC 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 HDFC ELSS Tax saver Fund - Growth Plan

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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 HDFC ELSS Tax saver Fund - Growth Plan
Fund ITI ELSS Tax Saver Fund Regular - Growth HDFC ELSS Tax saver Fund - Growth Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹363 Cr ₹15678 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 18 Oct 2019 05 Mar 1996
Category ELSS ELSS
Fund Type Open-ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over % 36.4%
Expense Ratio 2.3 1.73
Manager Vishal Jajoo Dhruv Muchhal
ISIN Code INF00XX01374 INF179K01BB8
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth HDFC ELSS Tax saver Fund - Growth Plan
1 Month -8.12% -4.48%
6 Month 2.79% 7.7%
1 Year 30.05% 33.73%
3 Year 16.22% 20.39%
5 Year 17.38% 20.39%

SIP Return Analysis

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth HDFC ELSS Tax saver Fund - Growth Plan
6 Month - -
1 Year 19.63% 23.9%
3 Year 27.89% 28.26%
5 Year - 26.92%

Rolling Lumpsum Returns

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth HDFC ELSS Tax saver Fund - Growth Plan
1 Year 21.02% 17.61%
3 Year 18.31% 14.99%
5 Year 18.49% 14.82%

Risk Management

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth HDFC ELSS Tax saver Fund - Growth Plan
Standard Deviation 12.51% 11.39%
Sharp 1.03% 1.57%
Beta 0.83% 0.85%
Alpha 1.91% 6.77%

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Fund Managers

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth HDFC ELSS Tax saver Fund - Growth Plan
Name Vishal Jajoo Dhruv Muchhal
Total AUM ₹762 Cr ₹520687 Cr
Fund Manage 3 40
ITI ELSS Tax Saver Fund Regular - Growth HDFC ELSS Tax saver Fund - Growth Plan

Market Cap

Scheme Name

ITI ELSS Tax Saver Fund Regular - Growth

HDFC ELSS Tax saver Fund - Growth Plan

Others 6.74 8.08
Large Cap 49.09 77.32
Small Cap 28.6 7.54
Mid Cap 15.57 7.06

Sector Allocation

Scheme Name

ITI ELSS Tax Saver Fund Regular - Growth

HDFC ELSS Tax saver Fund - Growth Plan

Others 1.76 7.82
Telecom - Services 11.75 5.14
Petroleum Products 2.08 0.2
Electrical Equipment 1.65 -
Construction 6.35 1.02
Industrial Manufacturing 1.13 -
Textiles & Apparels 3.11 -
Banks 11.64 36.46
IT - Software 4.69 10.43
Paper, Forest & Jute Products 2.3 -
Aerospace & Defense 1.69 2.35
Automobiles 5.91 6.42
Finance 3.86 -
Diversified FMCG 1.21 -
Pharmaceuticals & Biotechnology 0.66 7.77
Industrial Products 9.98 -
Realty 4.94 2.29
Ferrous Metals 3.18 0.78
Chemicals & Petrochemicals 1.12 -
Auto Components 2.29 0.17
Engineering Services 0.61 -
Power 4.81 1.96
Transport Services 3.53 0.26
Commercial Services & Supplies 1.84 0.57
Retailing 7.91 0.96
Agricultural, Commercial & Construction Vehicles - 1.32
Healthcare Services - 4.59
Insurance - 4.98
IT - Services - 0.64
Consumer Durables - 1.79
Oil - 0.79
Entertainment - 0.39
Beverages - 0.9

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