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Invesco India ELSS Tax Saver Fund vs SBI Long Term Equity Fund compare
SBI ELSS Tax Saver Fund - Regular Plan- Growth
Invesco India ELSS Tax Saver Fund - Growth
Chart Comparison
Overview
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Fund | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Invesco India ELSS Tax Saver Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹30420 Cr | ₹2793 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 31 Mar 1993 | 29 Dec 2006 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 TRI | BSE 500 |
| Turn Over | 15% | 69% |
| Expense Ratio | 1.59 | 1.93 |
| Manager | Dinesh Balachandran | Dhimant Kothari |
| ISIN Code | INF200K01495 | INF205K01270 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 1 Month | 1.38% | -0.54% |
| 6 Month | 5.91% | 5.69% |
| 1 Year | 2.04% | -1.08% |
| 3 Year | 22.62% | 16.51% |
| 5 Year | 24.44% | 17.63% |
SIP Return Analysis
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 6 Month | 3.19% | 2.43% |
| 1 Year | 12.08% | 10.23% |
| 3 Year | 19.54% | 15.53% |
| 5 Year | 20.94% | 14.77% |
Rolling Lumpsum Returns
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 1 Year | 10.07% | 13.06% |
| 3 Year | 13.66% | 14.93% |
| 5 Year | 13.41% | 15.79% |
Risk Management
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Standard Deviation | 13.09% | 13% |
| Sharp | 1.28% | 0.82% |
| Beta | 0.96% | 1% |
| Alpha | 6.79% | 0.8% |
Fund Managers
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Name | Dinesh Balachandran | Dhimant Kothari |
| Total AUM | ₹69808 Cr | ₹8118 Cr |
| Funds Managed | 4 | 7 |
| SBI ELSS Tax Saver Fund - Regular Plan- Growth | Invesco India ELSS Tax Saver Fund - Growth |
Market Cap
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Others | 8.27 | 11.61 |
| Large Cap | 60.68 | 38.78 |
| Small Cap | 12.81 | 22.55 |
| Mid Cap | 18.24 | 27.06 |
Sector Allocation
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Others | 6.48 | 0.66 |
| Energy | 8.88 | - |
| Technology | 7.25 | 11.56 |
| Consumer Cyclical | 10.25 | 25.22 |
| Basic Materials | 10.8 | 5.19 |
| Industrials | 7.51 | 16.07 |
| Financial Services | 28.72 | 20.44 |
| Healthcare | 7.32 | 8.58 |
| Consumer Defensive | 4.32 | 3.69 |
| Utilities | 4.26 | 1.36 |
| Communication Services | 3.17 | 2.18 |
| Real Estate | 1.04 | 5.05 |
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