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EquityELSSDirect · Growth

ITI ELSS Tax Saver Fund - Direct Plan - Growth Option

ITI · Scheme 147541

29.11 0.29%NAV · 2026-08-05
71
Strong FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
19.3%
Risk (SEBI)
Min SIP
Benchmark

NAV Growth

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Historical returns

PeriodReturn
1 Month+0.57%
3 Months+5.85%
6 Months+9.60%
1 Year+8.52%
3 Years (CAGR)+19.26%
5 Years (CAGR)+14.10%
10 Years (CAGR)
Since Launch+16.97%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns76
Consistency100
Risk-adjusted49
Downside protection37
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +19.3%
  • 3Y CAGR vs category: +5.9% vs category avg
  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Beat category: beat category in 89% of windows
  • Alpha vs benchmark: +8.8%

What to watch

  • 1Y return: +8.5%
  • Sharpe ratio: 0.62
  • Sortino ratio: 0.69

Risk metrics

Sharpe ratio
0.62
Sortino ratio
0.69
Volatility
18.19%
Max drawdown
-38.49%
Downside capture
98.70%

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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