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

ITI ELSS Tax Saver Fund Regular - Growth

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SBI Long Term Equity Fund - Regular Plan- Growth

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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	-6.04%	-6.36%
6 Month	9.82%	8.85%
1 Year	38.47%	41.24%
3 Year	16.13%	21.08%
5 Year	18.27%	23.97%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	SBI Long Term Equity Fund - Regular Plan- Growth
6 Month	-	-
1 Year	19.63%	25.6%
3 Year	27.89%	32.61%
5 Year	-	29.34%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	SBI Long Term Equity Fund - Regular Plan- Growth
1 Year	21.02%	10.31%
3 Year	18.31%	12.57%
5 Year	18.49%	12.99%

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%	1.16%
Beta	0.83%	0.99%
Alpha	1.91%	7.42%

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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
Small Cap	28.6	14.68
Mid Cap	15.57	22.05

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