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) | ₹419 Cr | ₹29667 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 | 3.63% | 2.42% |
6 Month | 5.08% | 4.48% |
1 Year | 3.71% | 5.43% |
3 Year | 26.59% | 29.8% |
5 Year | 22.54% | 28.32% |
SIP Return Analysis
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
---|---|---|
6 Month | 14.06% | 8.72% |
1 Year | 14.57% | 9.86% |
3 Year | 23.39% | 25.61% |
5 Year | 20.12% | 24.58% |
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 | 15.71% | 13.09% |
Sharp | 1.02% | 1.36% |
Beta | 1.00% | 0.94% |
Alpha | 5.28% | 7.65% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 4.4 | 9.14 |
Large Cap | 41.83 | 61.53 |
Small Cap | 44.62 | 11.28 |
Mid Cap | 9.14 | 18.05 |
Sector Allocation
Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
---|---|---|
Others | 1.66 | 9.14 |
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 | - | 7.08 |
IT - Software | - | 9.75 |
Retailing | - | 2.39 |
Cement & Cement Products | - | 2.02 |
Construction | - | 0.35 |
Non - Ferrous Metals | - | 1.08 |
Banks | - | 22.62 |
Pharmaceuticals & Biotechnology | - | 5.72 |
Healthcare Services | - | 0.98 |
Ferrous Metals | - | 3.05 |
Insurance | - | 2.15 |
Industrial Products | - | 5.54 |
Automobiles | - | 4.39 |
Personal Products | - | 0.88 |
Finance | - | 2.54 |
Capital Markets | - | 1.56 |
Gas | - | 3.01 |
Transport Services | - | 0.65 |
Diversified FMCG | - | 3.2 |
Electrical Equipment | - | 0.72 |
Oil | - | 1.46 |
Consumer Durables | - | 1.01 |
Telecom - Services | - | 2 |
Chemicals & Petrochemicals | - | 0.54 |
Fertilizers & Agrochemicals | - | 0.71 |
Beverages | - | 0.92 |
Leisure Services | - | 0.75 |
Realty | - | 0.76 |
Power | - | 3.03 |
Top Comparisons
BANDHAN Equity Savings Fund - Regular Plan - Growth
3Y Returns8.47%
Axis Equity Savings Fund - Regular Plan - Growth
3Y Returns11.65%
ICICI Prudential Corporate Bond Fund - Growth
3Y Returns8.12%
HDFC Corporate Bond Fund - Growth Option
3Y Returns8.07%
360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth
3Y Returns0%
Quant ELSS Tax Saver Fund Regular Plan-Growth
3Y Returns22.16%
Kotak Midcap Fund - Growth
3Y Returns27.74%
SBI Magnum Midcap Fund - Regular Plan - Growth
3Y Returns22.94%