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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) | ₹420 Cr | ₹30271 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 | -3.51% | -2.51% |
| 6 Month | 15.42% | 10.36% |
| 1 Year | -7.54% | -4.53% |
| 3 Year | 19.49% | 23.37% |
| 5 Year | 17.77% | 23.72% |
SIP Return Analysis
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 6 Month | -0.42% | -0.57% |
| 1 Year | 0.09% | 0.37% |
| 3 Year | 15.48% | 18.99% |
| 5 Year | 15.84% | 20.91% |
Rolling Lumpsum Returns
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 1 Year | 17.67% | 10.2% |
| 3 Year | 18.44% | 13.51% |
| 5 Year | 19.61% | 13.34% |
Risk Management
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 15.25% | 13.09% |
| Sharp | 0.94% | 1.35% |
| Beta | 1.05% | 0.95% |
| Alpha | 4.48% | 7.18% |
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 | 9.18 | 7.8 |
| Small Cap | 47.59 | 12.03 |
| Large Cap | 36.05 | 61.91 |
| Mid Cap | 7.19 | 18.26 |
Sector Allocation
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Others | 2.46 | 6.26 |
| Communication Services | 2.7 | 1.94 |
| Consumer Defensive | 1.92 | 4.53 |
| Basic Materials | 10.66 | 10.03 |
| Industrials | 21.84 | 8.45 |
| Financial Services | 30.65 | 29.46 |
| Consumer Cyclical | 9.4 | 9.31 |
| Technology | 7.39 | 7.83 |
| Healthcare | 2.03 | 7.59 |
| Energy | 0 | 9.03 |
| Utilities | 6.47 | 4.47 |
| Real Estate | 4.47 | 1.1 |
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