SBI Long Term Equity Fund vs ITI ELSS Tax Saver Fund Regular compare

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ITI ELSS Tax Saver Fund Regular - Growth

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SBI Long Term Equity Fund - Regular Plan- Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Risk	Very High Risk
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

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	SBI Long Term Equity Fund - Regular Plan- Growth
1 Month	-4.5%	-2.83%
6 Month	-15.28%	-9.78%
1 Year	2.6%	9.07%
3 Year	16.17%	22.84%
5 Year	14.59%	22.19%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	SBI Long Term Equity Fund - Regular Plan- Growth
6 Month	-	-
1 Year	-15.23%	-5.09%
3 Year	16.07%	23.58%
5 Year	16.61%	24.47%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	SBI Long Term Equity Fund - Regular Plan- Growth
1 Year	21.48%	10.61%
3 Year	18.31%	12.89%
5 Year	17.85%	13.14%

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%	1.04%
Beta	0.917%	0.99%
Alpha	3.597%	7.2%

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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	5.45	9.1
Large Cap	50.01	55.87
Small Cap	34.83	12.09
Mid Cap	9.71	22.94

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	SBI Long Term Equity Fund - Regular Plan- Growth
Others	5.45	9.1
Telecom - Services	2.47	3.26
Realty	4	1.13
Electrical Equipment	3.49	1.65
Food Products	1.33	-
Industrial Manufacturing	1.51	-
Construction	3.23	0.9
Textiles & Apparels	1.32	-
Banks	15.29	18.98
IT - Software	4.44	9.4
Paper, Forest & Jute Products	3.86	-
IT - Services	1.07	-
Pharmaceuticals & Biotechnology	2.1	5.31
Insurance	0.76	2.65
Automobiles	3.48	4.91
Finance	4.61	3.01
Diversified FMCG	3.15	2.56
Industrial Products	8.38	6.34
Oil	1.28	1.64
Ferrous Metals	1.18	2.8
Power	6	3.25
Chemicals & Petrochemicals	2.3	0.65
Transport Services	4.51	0.78
Engineering Services	1.12	-
Household Products	0.53	-
Commercial Services & Supplies	3.35	-
Retailing	9.26	1.87
Auto Components	0.53	-
Petroleum Products	-	5.48
Cement & Cement Products	-	2.07
Non - Ferrous Metals	-	1.67
Healthcare Services	-	1.6
Personal Products	-	0.93
Capital Markets	-	1.58
Gas	-	3.3
Consumer Durables	-	0.88
Fertilizers & Agrochemicals	-	0.82
Beverages	-	0.85
Leisure Services	-	0.63