Equity | Tax Savings
3Y Returns
16.89%
Min SIP
₹500
Min Lumpsum
₹500
Expense Ratio
2.54%
Fund Size
₹146 Cr
Inception Date
18-Oct-19
Fund Manager
Vishal Jajoo
Exit Load
Nil.
Overall Fund Zi Tag
Asset Allocation
Equity
83.14%
Debt & Others
16.86%
Market Cap Allocation
Large Cap
68.59%
Mid Cap
16.79%
Small Cap
12.45%
Other Cap
2.16%
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
Motilal Oswal Long Term Equity Fund - Direct Growth
1Y
65.44%
3Y
27.07%
5Y
26.92%
Sbi Long Term Equity Fund- Direct Plan - Growth
1Y
52.71%
3Y
26.3%
5Y
27.8%
Quant Tax Plan Direct Plan - Growth
1Y
47.86%
3Y
24.32%
5Y
37.73%
Hdfc Tax Saver - Direct Plan - Growth Option
1Y
44.25%
3Y
23.34%
5Y
23.65%
Jm Tax Gain Fund (Direct) - Growth Option
1Y
50.49%
3Y
21.26%
5Y
24.71%
Iti Long Term Equity Fund Direct Plan Growth
1Y
54.07%
3Y
20.81%
5Y
NA
Franklin India Taxshield - Direct Growth
1Y
41.26%
3Y
20.59%
5Y
23.21%
Dsp Tax Saver Fund - Direct Plan - Growth
1Y
46.97%
3Y
20.31%
5Y
24.89%
Kotak Tax Saver Fund - Direct Plan - Growth
1Y
37.48%
3Y
19.84%
5Y
23.96%
Nippon India Tax Saver Fund Direct Plan Growth Plan - Growth Option Growth
1Y
40.75%
3Y
19.24%
5Y
22.27%
Parag Parikh Tax Saver Fund - Direct Plan-Growth
1Y
34.72%
3Y
19.13%
5Y
26.3%
Bank Of India Tax Advantage Funddirect Plan - Growth
1Y
43.95%
3Y
18.94%
5Y
28.18%
Quantum Tax Saving Fund - Direct Plan Growth Option
1Y
41.5%
3Y
18.7%
5Y
21.15%
Tata India Tax Savings Fund Direct Plan Growth
1Y
37.32%
3Y
18.51%
5Y
21.91%
Edelweiss Long Term Equity Fund(Tax Savings) - Direct Growth Plan
1Y
41%
3Y
18%
5Y
21.74%
Hsbc Tax Saver Equity Fund - Growth Direct Plan
1Y
43.02%
3Y
17.93%
5Y
22.42%
Bandhan Tax Advantage (Elss) Fund-Growth-(Direct Plan)
1Y
32.05%
3Y
17.91%
5Y
26.19%
Taurus Taxshield - Direct Plan Growth
1Y
36.3%
3Y
17.75%
5Y
20.37%
Taurus Taxshield - Direct Plan - Growth
1Y
36.3%
3Y
17.75%
5Y
20.37%
Groww Elss Tax Saver Fund - Direct Plan- Growth Option
1Y
40.35%
3Y
16.95%
5Y
19.27%
Union Tax Saver (Elss) Fund - Direct Plan Growth
1Y
33.94%
3Y
16.46%
5Y
22.87%
Canara Robeco Equity Tax Saver Fund Direct Growth
1Y
37.86%
3Y
16.27%
5Y
23.89%
Mahindra Manulife Elss Fund - Direct - Growth
1Y
30.37%
3Y
16.18%
5Y
22.35%
Shriram Long Term Equity Fund - Direct Plan - Growth
1Y
41.04%
3Y
16.17%
5Y
20.06%
Invesco India Tax Plan - Direct Plan Growth
1Y
42.06%
3Y
16.15%
5Y
22.29%
Mirae Asset Tax Saver Fund - Direct Growth
1Y
35.92%
3Y
16.06%
5Y
24.38%
Lic Elss - Direct Plan - Growth
1Y
37.76%
3Y
16.05%
5Y
19.26%
Icici Prudential Long Term Equity Fund (Tax Saving) - Direct Plan - Growth
1Y
36.98%
3Y
15.95%
5Y
21.77%
Pgim India Elss Tax Saver Fund - Direct Plan - Growth Option
1Y
27.68%
3Y
15.34%
5Y
21.22%
Navi Elss Tax Saver Fund - Direct Plan Growth
1Y
29.96%
3Y
14.67%
5Y
18.33%
BSE Member code: 58371
Wealthzi Investment Advisers (A division of Lime Internet Private Limited)
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