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ITI ELSS Tax Saver Fund Regular vs Tata ELSS Tax Saver Fund compare

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tortoise-icon ITI ELSS Tax Saver Fund Regular - Growth

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tortoise-icon Tata ELSS Tax Saver Fund-Growth-Regular 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 Tata ELSS Tax Saver Fund-Growth-Regular Plan
Fund ITI ELSS Tax Saver Fund Regular - Growth Tata ELSS Tax Saver Fund-Growth-Regular Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹374 Cr ₹4398 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 18 Oct 2019 13 Oct 2014
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over % 20%
Expense Ratio 2.32 1.82
Manager Vishal Jajoo Sailesh Jain
ISIN Code INF00XX01374 INF277K01I52
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Month 7.34% 6%
6 Month -16.63% -13.29%
1 Year 2.24% 7.01%
3 Year 17.36% 12.52%
5 Year 24.5% 24.83%

SIP Return Analysis

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Tata ELSS Tax Saver Fund-Growth-Regular Plan
6 Month -6.7% -5.35%
1 Year -14.9% -8.18%
3 Year 17.1% 13.89%
5 Year 16.86% 16.29%

Rolling Lumpsum Returns

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Year 20.61% 13.97%
3 Year 18.2% 14.85%
5 Year 17.5% 13.39%

Risk Management

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Tata ELSS Tax Saver Fund-Growth-Regular Plan
Standard Deviation 13.905% 14.429%
Sharp 0.774% 0.451%
Beta 0.917% 0.972%
Alpha 3.597% 0.237%

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Fund Managers

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Tata ELSS Tax Saver Fund-Growth-Regular Plan
Name Vishal Jajoo Sailesh Jain
Total AUM ₹762 Cr ₹17041 Cr
Funds Managed 3 7
ITI ELSS Tax Saver Fund Regular - Growth Tata ELSS Tax Saver Fund-Growth-Regular Plan

Market Cap

Scheme Name

ITI ELSS Tax Saver Fund Regular - Growth

Tata ELSS Tax Saver Fund-Growth-Regular Plan

Others 4.4 5.12
Large Cap 41.83 60.14
Small Cap 44.62 24.69
Mid Cap 9.14 10.05

Sector Allocation

Scheme Name

ITI ELSS Tax Saver Fund Regular - Growth

Tata ELSS Tax Saver Fund-Growth-Regular Plan

Others 1.66 4.54
Communication Services 2.67 3.74
Industrials 20.77 13.81
Consumer Defensive 3.66 1.49
Basic Materials 10.08 7.21
Financial Services 26.02 31.02
Consumer Cyclical 11.66 16.2
Technology 9.68 7.95
Healthcare 2.53 3.54
Energy 1 5.19
Real Estate 4.73 2.78
Utilities 5.53 2.54

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