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ITI ELSS Tax Saver Fund Regular vs SBI Long Term Equity Fund compare
ITI ELSS Tax Saver Fund Regular - Growth
SBI ELSS Tax Saver Fund - Regular Plan- Growth
Chart Comparison
Overview
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Fund | ITI ELSS Tax Saver Fund Regular - Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹446 Cr | ₹32326 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 | 1.59 |
| 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 ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 1 Month | -4.81% | -1.08% |
| 6 Month | -1.28% | 2.68% |
| 1 Year | -2.92% | 2.14% |
| 3 Year | 18.45% | 22.53% |
| 5 Year | 15.55% | 21.65% |
SIP Return Analysis
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 6 Month | -0.91% | 2.31% |
| 1 Year | 9.69% | 12.85% |
| 3 Year | 14.23% | 18.21% |
| 5 Year | 15.05% | 20.1% |
Rolling Lumpsum Returns
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 1 Year | 15.94% | 11.13% |
| 3 Year | 18.72% | 15.81% |
| 5 Year | 19.31% | 13.89% |
Risk Management
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 15.38% | 13.09% |
| Sharp | 0.80% | 1.21% |
| Beta | 1.09% | 0.95% |
| Alpha | 2.87% | 6.3% |
Fund Managers
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | SBI ELSS Tax Saver 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 ELSS Tax Saver Fund - Regular Plan- Growth |
Market Cap
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Others | 9.02 | 9.93 |
| Small Cap | 48.31 | 12.34 |
| Large Cap | 36.88 | 59.36 |
| Mid Cap | 5.78 | 18.36 |
Sector Allocation
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Others | 0.89 | 7.31 |
| Communication Services | 1.81 | 3.35 |
| Consumer Defensive | 2.64 | 4.02 |
| Industrials | 24.45 | 6.68 |
| Financial Services | 34.23 | 29.45 |
| Healthcare | 2.57 | 6.67 |
| Technology | 5.37 | 7.33 |
| Real Estate | 5.95 | 1.16 |
| Basic Materials | 8.14 | 9.98 |
| Consumer Cyclical | 8.12 | 10.76 |
| Utilities | 5.84 | 4.14 |
| Energy | - | 9.14 |
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