Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.54%
1 Month-12.05%
3 Months-15.73%
6 Months-14.68%
1 Year-6.25%
3 Years (CAGR)+13.93%
5 Years (CAGR)+9.65%
10 Years (CAGR)—
Since Inception (Oct 2019)+11.68%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-20.83%
3 Year SIP+0.13%
5 Year SIP+6.88%
Since Inception (Oct 2019)+9.95%
Fund Details
Fund HouseITI Mutual Fund
CategoryELSS Tax Saver
Plan Typeregular
Optiongrowth
AUM₹418 Cr
Expense Ratio2.31%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date25 Oct 2019
AMFI Code147544
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
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Investment Objective
ITI ELSS Tax Saver Fund - Regular Plan - Growth Option is a tax-saving equity fund (ELSS) that offers tax deduction under Section 80C of the Income Tax Act, with a mandatory 3-year lock-in period. The fund aims to generate long-term capital appreciation while providing tax benefits of up to ₹46,800 per year.
About This Fund
ITI ELSS Tax Saver Fund - Regular Plan - Growth Option is a ELSS Tax Saver mutual fund offered by ITI Mutual Fund. The fund has been operational for over 6 years. It manages assets worth ₹418 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 2.31%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •Salaried individuals and taxpayers seeking to save tax under Section 80C
- •SIP investors who can benefit from rupee cost averaging during market fluctuations