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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 | 7.98% | 5.95% |
| 6 Month | -15.99% | -10.33% |
| 1 Year | 4.23% | 10.19% |
| 3 Year | 18.18% | 23.27% |
| 5 Year | 24.12% | 31.27% |
SIP Return Analysis
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| 6 Month | -6.7% | -3.66% |
| 1 Year | -14.9% | -6.43% |
| 3 Year | 17.1% | 23.63% |
| 5 Year | 16.86% | 24.02% |
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% | 1.05% |
| Beta | 0.917% | 0.96% |
| Alpha | 3.597% | 8.59% |
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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 | 9.84 |
| Large Cap | 41.83 | 59.98 |
| Small Cap | 44.62 | 10.2 |
| Mid Cap | 9.14 | 19.98 |
Sector Allocation
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| Others | 1.66 | 9.76 |
| Communication Services | 2.67 | 3.31 |
| Industrials | 20.77 | 9.85 |
| Consumer Defensive | 3.66 | 4.14 |
| Basic Materials | 10.08 | 7.4 |
| Financial Services | 26.02 | 25.05 |
| Consumer Cyclical | 11.66 | 8.83 |
| Technology | 9.68 | 10.54 |
| Healthcare | 2.53 | 7.38 |
| Energy | 1 | 8.03 |
| Real Estate | 4.73 | 0.97 |
| Utilities | 5.53 | 4.73 |
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