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

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ITI ELSS Tax Saver Fund Regular - Growth

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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

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Month	-3.34%	-3.21%
6 Month	-17.38%	-12.36%
1 Year	-0.05%	4.65%
3 Year	16.72%	13.59%
5 Year	17.51%	18.16%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
6 Month	-11.61%	-10.12%
1 Year	-23.29%	-15.16%
3 Year	13.53%	10.74%
5 Year	14.79%	14.53%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Year	21.48%	13.97%
3 Year	18.31%	14.85%
5 Year	17.85%	13.39%

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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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
Fund Manage	3	7
	ITI ELSS Tax Saver Fund Regular - Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Others	4.40357	5.11777
Large Cap	41.83368	60.14438
Small Cap	44.6186	24.69248
Mid Cap	9.14416	10.04536

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Others	1.66407	4.53984
Communication Services	2.66537	3.73894
Industrials	20.7669	13.81336
Consumer Defensive	3.66461	1.48597
Basic Materials	10.08403	7.20543
Financial Services	26.02049	31.01634
Consumer Cyclical	11.65598	16.19659
Technology	9.6849	7.94897
Healthcare	2.53059	3.54409
Energy	1.00115	5.18866
Real Estate	4.72731	2.77939
Utilities	5.53461	2.54241