Equity | Tax Savings
3Y Returns
21.81%
Min SIP
₹500
Min Lumpsum
₹500
Expense Ratio
0.5%
Fund Size
₹251 Cr
Inception Date
18-Oct-19
Fund Manager
Vishal Jajoo
Exit Load
Nil.
Overall Fund Zi Tag
Asset Allocation
Equity
91.45%
Debt & Others
8.55%
Market Cap Allocation
Large Cap
46.41%
Mid Cap
16.03%
Small Cap
29.02%
Other Cap
8.55%
Investment Objective
Capital Appreciation Over Long Term.An Open Ended Equity Linked Saving Scheme With A Statutory Lockin Of 3 Years And Tax Benefit.However, There Is No Assurance Or Guarantee That The Investmentobjective Of The Scheme Will Be Achieved. The Scheme Does Not Assure Or Guarantee Any Returns.
Fund House Detail
AMC Name
ITI Asset Management Limited
Scheme Document
https://www.itimf.com/downloadsAddress
Naman Midtown, A - Wing,21st Floor, Senapati Bapat Marg, Elphinstone RoadMumbai - 400 013
Iti Long Term Equity Fund Direct Plan Growth
1Y
57.7%
3Y
21.81%
5Y
NA
Quant Tax Plan Direct Plan - Growth
1Y
61%
3Y
32.03%
5Y
34.44%
Sbi Long Term Equity Fund- Direct Plan - Growth
1Y
61.7%
3Y
29.57%
5Y
22.89%
Hdfc Tax Saver - Direct Plan - Growth Option
1Y
46.83%
3Y
28.04%
5Y
18.74%
Motilal Oswal Long Term Equity Fund - Direct Growth
1Y
61.38%
3Y
27.28%
5Y
22.59%
Bank Of India Tax Advantage Funddirect Plan - Growth
1Y
57.11%
3Y
26.15%
5Y
27.44%
Jm Tax Gain Fund (Direct) - Growth Option
1Y
52.85%
3Y
24.72%
5Y
21.94%
Franklin India Taxshield - Direct Growth
1Y
47.03%
3Y
24.39%
5Y
19.23%
Parag Parikh Tax Saver Fund - Direct Plan-Growth
1Y
33.37%
3Y
23.7%
5Y
NA
Bandhan Tax Advantage (Elss) Fund-Growth-(Direct Plan)
1Y
40.32%
3Y
23.56%
5Y
21.61%
Kotak Tax Saver Fund - Direct Plan - Growth
1Y
41.53%
3Y
23.39%
5Y
20.89%
Nippon India Tax Saver Fund Direct Plan Growth Plan - Growth Option Growth
1Y
45.28%
3Y
23.3%
5Y
16.39%
Dsp Tax Saver Fund - Direct Plan - Growth
1Y
44.83%
3Y
22.45%
5Y
20.94%
Mahindra Manulife Elss Fund - Direct - Growth
1Y
36.4%
3Y
22.09%
5Y
19.52%
Hsbc Tax Saver Equity Fund - Growth Direct Plan
1Y
44.23%
3Y
21.92%
5Y
18.24%
Union Tax Saver (Elss) Fund - Direct Plan Growth
1Y
38.93%
3Y
21.79%
5Y
19.96%
Taurus Taxshield - Direct Plan - Growth
1Y
38.34%
3Y
20.79%
5Y
16.82%
Taurus Taxshield - Direct Plan Growth
1Y
38.34%
3Y
20.79%
5Y
16.82%
Tata India Tax Savings Fund Direct Plan Growth
1Y
36.34%
3Y
20.79%
5Y
18.27%
Edelweiss Long Term Equity Fund(Tax Savings) - Direct Growth Plan
1Y
38.07%
3Y
20.55%
5Y
18.13%
Icici Prudential Long Term Equity Fund (Tax Saving) - Direct Plan - Growth
1Y
38.09%
3Y
20.26%
5Y
17.41%
Shriram Long Term Equity Fund - Direct Plan - Growth
1Y
42.31%
3Y
20.23%
5Y
17.73%
Groww Elss Tax Saver Fund - Direct Plan- Growth Option
1Y
39.96%
3Y
20%
5Y
16.22%
Mirae Asset Tax Saver Fund - Direct Growth
1Y
37.3%
3Y
19.98%
5Y
20.93%
Quantum Tax Saving Fund - Direct Plan Growth Option
1Y
41.49%
3Y
19.55%
5Y
15.65%
Pgim India Elss Tax Saver Fund - Direct Plan - Growth Option
1Y
25.98%
3Y
19.41%
5Y
18.18%
Canara Robeco Equity Tax Saver Fund Direct Growth
1Y
34.25%
3Y
19.32%
5Y
20.35%
Invesco India Tax Plan - Direct Plan Growth
1Y
43.9%
3Y
18.96%
5Y
18.36%
Sundaram Diversified Equity Fund Direct Plan Growth
1Y
29.42%
3Y
18.61%
5Y
14.88%
Lic Elss - Direct Plan - Growth
1Y
33.69%
3Y
18.51%
5Y
16.24%
BSE Member code: 58371
Wealthzi Investment Advisers (A division of Lime Internet Private Limited)
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