ITI ELSS Tax Saver Fund Regular vs Edelweiss ELSS Tax saver Fund 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 -8.12% -6.24%
6 Month 2.79% 7.87%
1 Year 30.05% 28.53%
3 Year 16.22% 13.76%
5 Year 17.38% 17.2%

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 19.63% 20.92%
3 Year 27.89% 21.99%
5 Year - 20.91%

Rolling Lumpsum Returns

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
1 Year 21.02% 12.22%
3 Year 18.31% 13.42%
5 Year 18.49% 13.31%

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% 0.86%
Beta 0.83% 0.94%
Alpha 1.91% 0.46%

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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
Small Cap 28.6 11.27
Mid Cap 15.57 14.77

Sector Allocation

Scheme Name

ITI ELSS Tax Saver Fund Regular - Growth

Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

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

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