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

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)	₹363 Cr	₹25732 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
Turn Over	%	15%
Expense Ratio	2.3	1.61
Manager	Vishal Jajoo	Dinesh Balachandran
ISIN Code	INF00XX01374	INF200K01495
Exits Load	Nil/365	Nil/365

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	SBI Long Term Equity Fund - Regular Plan- Growth
1 Month	2.62%	3.37%
6 Month	22.96%	18.03%
1 Year	57.89%	52.45%
3 Year	21.67%	26.44%
5 Year	-	27.43%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	SBI Long Term Equity Fund - Regular Plan- Growth
6 Month	-	-
1 Year	25.56%	24.14%
3 Year	54.01%	61.1%
5 Year	80.34%	108.17%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	SBI Long Term Equity Fund - Regular Plan- Growth
1 Year	24.07%	27.83%
3 Year	59.02%	76.83%
5 Year	84.68%	116.62%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	SBI Long Term Equity Fund - Regular Plan- Growth
Standard Deviation	12.51%	13.09%
Sharp	1.03%	1.51%
Beta	0.83%	0.93%
Alpha	1.91%	9.01%

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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
Fund Manage	3	4
	ITI ELSS Tax Saver Fund Regular - Growth	SBI Long Term Equity Fund - Regular Plan- Growth

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	SBI Long Term Equity Fund - Regular Plan- Growth
Others	6.74	11
Large Cap	49.09	52.27
Mid Cap	15.57	22.05
Small Cap	28.6	14.68

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	SBI Long Term Equity Fund - Regular Plan- Growth
Telecom - Services	11.75	-
Retailing	7.91	-
Construction	6.35	1.76
Transport Services	3.53	-
Ferrous Metals	3.18	-
Industrial Products	9.98	-
Finance	3.86	-
Automobiles	5.91	-
Textiles & Apparels	3.11	-
Banks	11.64	-
Realty	4.94	-
Paper, Forest & Jute Products	2.3	-
Power	4.81	-
IT - Software	4.69	-
Others	1.76	9.03
Auto Components	2.29	-
Commercial Services & Supplies	1.84	-
Petroleum Products	2.08	-
Diversified FMCG	1.21	-
Industrial Manufacturing	1.13	-
Chemicals & Petrochemicals	1.12	-
Aerospace & Defense	1.69	-
Electrical Equipment	1.65	-
Pharmaceuticals & Biotechnology	0.66	-
Engineering Services	0.61	-
Capital Goods	-	9
Financial	-	20.96
Energy	-	15.89
Automobile	-	7.87
Communication	-	3.2
Healthcare	-	7.61
Metals & Mining	-	5.52
Technology	-	5.41
Consumer Staples	-	2.64
Insurance	-	3
Services	-	3.69
Chemicals	-	1.45
Materials	-	2.39
Consumer Discretionary	-	0.58