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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) ₹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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

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 15.39% 13.09%
Sharp 1.20% 1.58%
Beta 1.01% 0.94%
Alpha 4.77% 7.03%

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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 7.45 8.95
Small Cap 46.52 11.16
Large Cap 37.23 62.6
Mid Cap 8.8 17.29

Sector Allocation

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

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