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) ₹388 Cr ₹393 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 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 2.48% 2.78%
6 Month -0.85% 2.83%
1 Year 23.11% 21.51%
3 Year 19.66% 15.98%
5 Year 17.75% 17.68%

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 11.55% 14.98%
3 Year 26.52% 21.29%
5 Year 22.47% 20.65%

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 5.45 4.99
Large Cap 50.01 68.97
Small Cap 34.83 11.27
Mid Cap 9.71 14.77

Sector Allocation

Scheme Name

ITI ELSS Tax Saver Fund Regular - Growth

Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

Others 5.45 1.37
Telecom - Services 2.47 -
Realty 4 -
Electrical Equipment 3.49 -
Food Products 1.33 -
Industrial Manufacturing 1.51 -
Construction 3.23 7.74
Textiles & Apparels 1.32 -
Banks 15.29 -
IT - Software 4.44 -
Paper, Forest & Jute Products 3.86 -
IT - Services 1.07 -
Pharmaceuticals & Biotechnology 2.1 -
Insurance 0.76 0.64
Automobiles 3.48 -
Finance 4.61 -
Diversified FMCG 3.15 -
Industrial Products 8.38 -
Oil 1.28 -
Ferrous Metals 1.18 -
Power 6 -
Chemicals & Petrochemicals 2.3 -
Transport Services 4.51 -
Engineering Services 1.12 -
Household Products 0.53 -
Commercial Services & Supplies 3.35 -
Retailing 9.26 -
Auto Components 0.53 -
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
Consumer Discretionary - 1.3
Communication - 2.41
Chemicals - 0.43

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