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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.50 | 17.31 | 1.64 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.42 | 15.12 | 1.50 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 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(IDCW) | 31.49% | 21.31% | 20.14% |
Axis ELSS Tax Saver Fund(IDCW) | 15.86% | 2.43% | 13.79% |
SBI Long Term Equity Fund(IDCW) | 39.53% | 17.67% | 10.15% |
Mirae Asset ELSS Tax Saver Fund(IDCW) | 28.60% | 7.26% | 14.12% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Others
Holdings
7.27 %
Holdings
4.21 %
Holdings
3.21 %
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
₹ 9,859.09 Cr.
Alok Ranjan
AUM: ₹1,587.50 Cr.
|
Exp: 8yrs
Dhimant Shah
AUM: ₹7,657.12 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%