ITI ELSS Tax Saver Fund Regular vs SBI Long Term Equity Fund compare
ITI ELSS Tax Saver Fund Regular - Growth
SBI Long Term Equity Fund - Regular Plan- Growth
Chart Comparison
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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