- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹441 Cr | ₹32326 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 | -1.93% | -0.23% |
| 6 Month | -1.56% | 1.69% |
| 1 Year | 2.17% | 5.67% |
| 3 Year | 19.9% | 24.03% |
| 5 Year | 16.15% | 21.79% |
SIP Return Analysis
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 6 Month | 0.77% | 2.86% |
| 1 Year | 10.97% | 11.69% |
| 3 Year | 14.57% | 17.82% |
| 5 Year | 15.59% | 20.19% |
Rolling Lumpsum Returns
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 1 Year | 15.75% | 11.11% |
| 3 Year | 18.67% | 15.88% |
| 5 Year | 19.25% | 13.92% |
Risk Management
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 15.38% | 13.09% |
| Sharp | 0.80% | 1.21% |
| Beta | 1.09% | 0.95% |
| Alpha | 2.87% | 6.3% |
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 | 9.02 | 9.93 |
| Small Cap | 48.31 | 12.34 |
| Large Cap | 36.88 | 59.36 |
| Mid Cap | 5.78 | 18.36 |
Sector Allocation
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Others | 0.89 | 7.31 |
| Communication Services | 1.81 | 3.35 |
| Consumer Defensive | 2.64 | 4.02 |
| Industrials | 24.45 | 6.68 |
| Financial Services | 34.23 | 29.45 |
| Healthcare | 2.57 | 6.67 |
| Technology | 5.37 | 7.33 |
| Real Estate | 5.95 | 1.16 |
| Basic Materials | 8.14 | 9.98 |
| Consumer Cyclical | 8.12 | 10.76 |
| Utilities | 5.84 | 4.14 |
| Energy | - | 9.14 |
Top Comparisons
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns16.97%
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
3Y Returns21.26%
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option
3Y Returns19.67%
Motilal Oswal Asset Allocation FOF- C- Regular Growth
3Y Returns14.88%
ICICI Prudential MidCap Fund - Growth
3Y Returns23.99%
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
3Y Returns26.23%
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns13.23%
PGIM India Balanced Advantage Fund - Regular Growth
3Y Returns10.42%
