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

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ITI ELSS Tax Saver Fund Regular - Growth

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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

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%

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%

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%

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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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

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

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