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

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ITI ELSS Tax Saver Fund Regular - Growth

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SBI ELSS Tax Saver 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 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

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	SBI ELSS Tax Saver Fund - Regular Plan- Growth
1 Month	2.63%	2.24%
6 Month	10.37%	6.58%
1 Year	0.62%	1.84%
3 Year	24.71%	27.44%
5 Year	21.57%	27.03%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	SBI ELSS Tax Saver Fund - Regular Plan- Growth
6 Month	10.8%	7.29%
1 Year	11.44%	8.48%
3 Year	21.27%	23.81%
5 Year	18.87%	23.53%

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%

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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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

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

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