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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.50 | 17.30 | 1.68 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.42 | 15.09 | 1.52 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 3 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
NIFTY 500 - TRI |
Equity Linked Savings Scheme or ELSS are the equity funds that invest majorly in equity or equity-related instruments. They offer the tax benefits under the new Section 80C of the Income Tax Act 1961.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
ITI ELSS Tax Saver Fund | 36.00% | 24.11% | 22.03% |
Axis ELSS Tax Saver Fund | 26.02% | 10.60% | 18.08% |
SBI Long Term Equity Fund | 39.38% | 27.30% | 17.74% |
Mirae Asset ELSS Tax Saver Fund | 29.14% | 18.24% | 20.95% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Others
Holdings
4.74 %
Holdings
4.52 %
Holdings
4.02 %
ITI Asset Management Holding Ltd. operates as a buy-side intermediation, advisory and asset management business in Emerging and Global Markets. It provides clients access to alternative investments, ETFs and other products of a different risk levels and investment horizons.
No.of Schemes
18
Total AUM
₹ 9,667.02 Cr.
Alok Ranjan
AUM: ₹1,531.05 Cr.
|
Exp: 8yrs
Dhimant Shah
AUM: ₹7,493.17 Cr.
|
Exp: 18yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period > 3 year
Gains are treated as long-term capital gains and taxed at 10%