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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) | ₹409 Cr | ₹29937 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 | 5.17% | 2.82% |
| 6 Month | 19.74% | 12.5% |
| 1 Year | -4.07% | -1.98% |
| 3 Year | 20.84% | 24.2% |
| 5 Year | 19.29% | 25.02% |
SIP Return Analysis
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 6 Month | 3.54% | 2.9% |
| 1 Year | 10.58% | 8.07% |
| 3 Year | 17.98% | 20.51% |
| 5 Year | 16.99% | 21.45% |
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 | 15.44% | 13.09% |
| Sharp | 0.77% | 1.18% |
| Beta | 1.07% | 0.96% |
| Alpha | 4.18% | 6.98% |
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 | 8.94 | 7.94 |
| Small Cap | 47.05 | 12.51 |
| Large Cap | 37.45 | 61.47 |
| Mid Cap | 6.56 | 18.08 |
Sector Allocation
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Others | 2.03 | 5.81 |
| Communication Services | 2.71 | 2.99 |
| Consumer Defensive | 2.02 | 4.51 |
| Basic Materials | 10.31 | 10.65 |
| Industrials | 23.34 | 7.77 |
| Financial Services | 31.5 | 28.34 |
| Consumer Cyclical | 9.7 | 10.07 |
| Technology | 5.86 | 8.02 |
| Healthcare | 2.03 | 7.71 |
| Utilities | 6.34 | 4.28 |
| Real Estate | 4.16 | 1.05 |
| Energy | - | 8.8 |
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