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SBI Long Term Equity Fund vs ITI ELSS Tax Saver Fund Regular 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) | ₹409 Cr | ₹30420 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 | 2.09% | 1.89% |
| 6 Month | 9.16% | 5.45% |
| 1 Year | 5.29% | 4.86% |
| 3 Year | 19.79% | 23.21% |
| 5 Year | 18.63% | 24.25% |
SIP Return Analysis
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 6 Month | 2.14% | 1.55% |
| 1 Year | 14.34% | 9.63% |
| 3 Year | 17.01% | 18.37% |
| 5 Year | 16.52% | 20.19% |
Rolling Lumpsum Returns
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 1 Year | 16.25% | 11.17% |
| 3 Year | 18.65% | 15.72% |
| 5 Year | 19.4% | 13.88% |
Risk Management
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 15.29% | 13.09% |
| Sharp | 0.89% | 1.25% |
| Beta | 1.08% | 0.95% |
| Alpha | 3.36% | 6.23% |
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 | 9.84 | 8.27 |
| Small Cap | 46.12 | 12.81 |
| Large Cap | 37.42 | 60.68 |
| Mid Cap | 6.62 | 18.24 |
Sector Allocation
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Others | 1.86 | 6.48 |
| Communication Services | 2.59 | 3.17 |
| Consumer Defensive | 2.5 | 4.32 |
| Basic Materials | 9.86 | 10.8 |
| Industrials | 22.31 | 7.51 |
| Financial Services | 33.95 | 28.72 |
| Consumer Cyclical | 8.62 | 10.25 |
| Technology | 6.5 | 7.25 |
| Healthcare | 2.09 | 7.32 |
| Utilities | 6.24 | 4.26 |
| Real Estate | 3.48 | 1.04 |
| Energy | - | 8.88 |
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