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 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	5.83%	3.02%
6 Month	-2.8%	-1.83%
1 Year	1.52%	4.39%
3 Year	25.15%	28.85%
5 Year	22.57%	28.61%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	SBI Long Term Equity Fund - Regular Plan- Growth
6 Month	11.63%	6.72%
1 Year	8.72%	5.34%
3 Year	21.56%	23.97%
5 Year	18.99%	23.62%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	SBI Long Term Equity 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 Long Term Equity Fund - Regular Plan- Growth
Standard Deviation	13.905%	13.09%
Sharp	0.774%	1.36%
Beta	0.917%	0.94%
Alpha	3.597%	7.65%

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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	9.14
Large Cap	41.83	61.53
Small Cap	44.62	11.28
Mid Cap	9.14	18.05

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	SBI Long Term Equity 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