ITI ELSS Tax Saver Fund Regular vs SBI Long Term Equity Fund compare
ITI ELSS Tax Saver Fund Regular - Growth
SBI Long Term Equity Fund - Regular Plan- Growth
Chart Comparison
Overview
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
Fund | ITI ELSS Tax Saver Fund Regular - Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹374 Cr | ₹27306 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 | 1.6 |
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 Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
1 Month | 3.77% | 1.72% |
6 Month | -8.65% | -5.97% |
1 Year | 7.53% | 10.01% |
3 Year | 19.55% | 23.14% |
5 Year | 23.48% | 29.75% |
SIP Return Analysis
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
6 Month | -0.09% | -0.77% |
1 Year | -8.25% | -5.15% |
3 Year | 18.54% | 23.15% |
5 Year | 17.5% | 23.49% |
Rolling Lumpsum Returns
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
1 Year | 20.61% | 10.61% |
3 Year | 18.2% | 12.89% |
5 Year | 17.5% | 13.14% |
Risk Management
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
Standard Deviation | 13.905% | 13.09% |
Sharp | 0.774% | 1.03% |
Beta | 0.917% | 0.95% |
Alpha | 3.597% | 8.29% |
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Fund Managers
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | SBI Long Term Equity 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 Long Term Equity Fund - Regular Plan- Growth |
Market Cap
Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
Others | 4.4 | 13.13 |
Large Cap | 41.83 | 58.86 |
Small Cap | 44.62 | 9.25 |
Mid Cap | 9.14 | 18.76 |
Sector Allocation
Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
Others | 1.66 | 13.06 |
Communication Services | 2.67 | 3.4 |
Industrials | 20.77 | 7.96 |
Consumer Defensive | 3.66 | 3.92 |
Basic Materials | 10.08 | 7.96 |
Financial Services | 26.02 | 25.67 |
Consumer Cyclical | 11.66 | 8.19 |
Technology | 9.68 | 9.22 |
Healthcare | 2.53 | 7.68 |
Energy | 1 | 7.8 |
Real Estate | 4.73 | 0.78 |
Utilities | 5.53 | 4.36 |
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