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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) | ₹435 Cr | ₹30616 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 | -3.12% | -1.89% |
| 6 Month | 10.92% | 6.65% |
| 1 Year | -2.42% | -0.95% |
| 3 Year | 21.7% | 25.48% |
| 5 Year | 20.63% | 25.88% |
SIP Return Analysis
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 6 Month | 7.36% | 4.38% |
| 1 Year | 8.33% | 5.49% |
| 3 Year | 20.08% | 22.87% |
| 5 Year | 18.34% | 23.11% |
Rolling Lumpsum Returns
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 1 Year | 18.91% | 10.42% |
| 3 Year | 18.3% | 13.24% |
| 5 Year | 18.29% | 13.27% |
Risk Management
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 15.39% | 13.09% |
| Sharp | 1.20% | 1.58% |
| Beta | 1.01% | 0.94% |
| Alpha | 4.77% | 7.03% |
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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 | 7.45 | 8.95 |
| Small Cap | 46.52 | 11.16 |
| Large Cap | 37.23 | 62.6 |
| Mid Cap | 8.8 | 17.29 |
Sector Allocation
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Others | 0.89 | 6.12 |
| Communication Services | 2.87 | 2.01 |
| Consumer Defensive | 2.7 | 4.46 |
| Basic Materials | 11.04 | 9.58 |
| Industrials | 20.96 | 8.15 |
| Financial Services | 30.97 | 28.38 |
| Consumer Cyclical | 8.51 | 8.7 |
| Technology | 8.3 | 9.8 |
| Healthcare | 2.09 | 7.37 |
| Energy | 1.05 | 9.52 |
| Utilities | 6.38 | 4.84 |
| Real Estate | 4.25 | 1.06 |
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