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

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tortoise-icon ITI ELSS Tax Saver Fund Regular - Growth

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tortoise-icon 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) ₹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%

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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 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

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