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ITI ELSS Tax Saver Fund Regular vs SBI Long Term Equity Fund compare

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tortoise-icon ITI ELSS Tax Saver Fund Regular - Growth

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tortoise-icon SBI Long Term Equity Fund - Regular Plan- Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth SBI Long Term Equity Fund - Regular Plan- Growth
Fund ITI ELSS Tax Saver Fund Regular - Growth SBI Long Term Equity Fund - Regular Plan- Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹374 Cr ₹27306 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 18 Oct 2019 31 Mar 1993
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI BSE 500 TRI
Turn Over % 15%
Expense Ratio 2.32 1.6
Manager Vishal Jajoo Dinesh Balachandran
ISIN Code INF00XX01374 INF200K01495
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth SBI Long Term Equity Fund - Regular Plan- Growth
1 Month 3.51% 3.4%
6 Month 2.26% 2.85%
1 Year 4.54% 8.21%
3 Year 23.44% 27.91%
5 Year 24.27% 30.35%

SIP Return Analysis

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth SBI Long Term Equity Fund - Regular Plan- Growth
6 Month 7.28% 5.21%
1 Year 2.96% 4.1%
3 Year 21.29% 25.26%
5 Year 18.8% 24.39%

Rolling Lumpsum Returns

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth SBI Long Term Equity Fund - Regular Plan- Growth
1 Year 20.61% 10.61%
3 Year 18.2% 12.89%
5 Year 17.5% 13.14%

Risk Management

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth SBI Long Term Equity Fund - Regular Plan- Growth
Standard Deviation 13.905% 13.09%
Sharp 0.774% 1.17%
Beta 0.917% 0.94%
Alpha 3.597% 7.87%

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Fund Managers

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth SBI Long Term Equity Fund - Regular Plan- Growth
Name Vishal Jajoo Dinesh Balachandran
Total AUM ₹762 Cr ₹69808 Cr
Funds Managed 3 4
ITI ELSS Tax Saver Fund Regular - Growth SBI Long Term Equity Fund - Regular Plan- Growth

Market Cap

Scheme Name

ITI ELSS Tax Saver Fund Regular - Growth

SBI Long Term Equity Fund - Regular Plan- Growth

Others 4.4 9.01
Large Cap 41.83 61.32
Small Cap 44.62 11.41
Mid Cap 9.14 18.26

Sector Allocation

Scheme Name

ITI ELSS Tax Saver Fund Regular - Growth

SBI Long Term Equity Fund - Regular Plan- Growth

Others 1.66 9.01
Communication Services 2.67 -
Industrials 20.77 -
Consumer Defensive 3.66 -
Basic Materials 10.08 -
Financial Services 26.02 -
Consumer Cyclical 11.66 -
Technology 9.68 -
Healthcare 2.53 -
Energy 1 -
Real Estate 4.73 -
Utilities 5.53 -
Petroleum Products - 6.58
IT - Software - 10.28
Retailing - 2.32
Cement & Cement Products - 2.17
Construction - 0.38
Non - Ferrous Metals - 1.22
Banks - 21.9
Pharmaceuticals & Biotechnology - 5.42
Healthcare Services - 1.03
Ferrous Metals - 3.21
Insurance - 2.09
Industrial Products - 6.06
Automobiles - 4.36
Personal Products - 0.84
Finance - 2.69
Capital Markets - 1.47
Gas - 2.96
Transport Services - 0.56
Diversified FMCG - 2.13
Electrical Equipment - 0.73
Oil - 1.51
Consumer Durables - 1.06
Telecom - Services - 3.48
Chemicals & Petrochemicals - 0.58
Fertilizers & Agrochemicals - 0.67
Beverages - 0.88
Leisure Services - 0.72
Realty - 0.68
Power - 3.01

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