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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 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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