ITI ELSS Tax Saver Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio1.20
• Std Deviation 15.39%
• Tracking Error 0.00%

To provide long-term capital appreciation by investing predominantly in equity and equity related securities. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.

The ITI ELSS Tax Saver Fund Regular Growth has an AUM of 418.87 crores & has delivered CAGR of 21.95% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 2.32%. The minimum investment in ITI ELSS Tax Saver Fund Regular Growth is Rs 500 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Hdfc Bank, Interglobe Aviation, Aditya Birla Real Estate & Axis Bank.

The major sectors where the fund is invested are Regional Banks, Construction Services, Consumer Financial Services & Electric Utilities.

Some of the similar funds are ITI ELSS Tax Saver Fund Regular Growth, Union ELSS Tax Saver Fund Growth, Edelweiss ELSS Tax saver Growth, PGIM India ELSS Tax Saver Fund Regular Growth, WhiteOak Capital ELSS Tax Saver Fund Regular Growth. ITI ELSS Tax Saver Fund Regular Growth has a sharpe ratio of 1.20 & a standard deviation of 15.39%.