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Invesco India ELSS Tax Saver Fund vs SBI Long Term Equity Fund compare

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tortoise-icon SBI ELSS Tax Saver Fund - Regular Plan- Growth

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tortoise-icon Invesco India ELSS Tax Saver Fund - Growth

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Chart Comparison

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

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) ₹29667 Cr ₹2845 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 3.02% 2.18%
6 Month 3.53% -2.15%
1 Year 3.3% 3.13%
3 Year 29.35% 21.98%
5 Year 27.71% 21.15%

SIP Return Analysis

Scheme Name SBI ELSS Tax Saver Fund - Regular Plan- Growth Invesco India ELSS Tax Saver Fund - Growth
6 Month 8.76% 9.38%
1 Year 10.53% 9.37%
3 Year 24.67% 19.14%
5 Year 24.09% 17.19%

Rolling Lumpsum Returns

Scheme Name SBI ELSS Tax Saver Fund - Regular Plan- Growth Invesco India ELSS Tax Saver Fund - Growth
1 Year 10.42% 13.53%
3 Year 13.24% 14.78%
5 Year 13.27% 15.55%

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 1.36% 0.84%
Beta 0.94% 1%
Alpha 7.65% 0.25%

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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 8.14 0.83
Large Cap 61.68 47.21
Small Cap 12.82 23.58
Mid Cap 17.36 28.38

Sector Allocation

Scheme Name

SBI ELSS Tax Saver Fund - Regular Plan- Growth

Invesco India ELSS Tax Saver Fund - Growth

Others 8.14 0.83
Petroleum Products 6.9 2.9
IT - Software 10.15 7.77
Retailing 2.48 6.46
Cement & Cement Products 2.11 -
Construction 0.37 0.57
Non - Ferrous Metals 1.06 1.2
Banks 22.33 14.37
Pharmaceuticals & Biotechnology 5.89 4.67
Healthcare Services 0.97 1.69
Ferrous Metals 3.37 0.75
Insurance 2.3 -
Industrial Products 6.16 3.42
Automobiles 4.46 3.1
Personal Products 0.83 -
Finance 2.73 6.93
Capital Markets 1.64 1.63
Gas 2.87 -
Transport Services 0.73 0.92
Diversified FMCG 3.02 -
Electrical Equipment 0.43 3.49
Oil 1.37 -
Consumer Durables 1.1 7.85
Telecom - Services 1.92 2.4
Chemicals & Petrochemicals 0.53 4.48
Fertilizers & Agrochemicals 0.93 -
Beverages 0.81 2.13
Auto Components 0.33 4.82
Leisure Services 0.66 2.82
Realty 0.81 1.29
Power 2.6 1.89
Aerospace & Defense - 1.18
Commercial Services & Supplies - 2.06
Healthcare Equipment & Supplies - 1.78
Food Products - 3.02
Financial Technology (Fintech) - 1.03
Industrial Manufacturing - 2.55

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