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) | ₹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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