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

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SBI Long Term Equity Fund - Regular Plan- Growth

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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 Long Term Equity Fund - Regular Plan- Growth	Invesco India ELSS Tax Saver Fund - Growth
Fund	SBI Long Term Equity Fund - Regular Plan- Growth	Invesco India ELSS Tax Saver Fund - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹27306 Cr	₹2764 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	1.6	1.91
Manager	Dinesh Balachandran	Dhimant Kothari
ISIN Code	INF200K01495	INF205K01270
Exits Load	Data not available./365	Data not available./365

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Invesco India ELSS Tax Saver Fund - Growth
1 Month	3.02%	3.76%
6 Month	-1.83%	-5.67%
1 Year	4.39%	6.67%
3 Year	28.85%	21.24%
5 Year	28.61%	21.68%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Invesco India ELSS Tax Saver Fund - Growth
6 Month	6.72%	7.67%
1 Year	5.34%	4.87%
3 Year	23.97%	18.47%
5 Year	23.62%	16.77%

Scheme Name	SBI Long Term Equity 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%

Scheme Name	SBI Long Term Equity 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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Scheme Name	SBI Long Term Equity 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 Long Term Equity Fund - Regular Plan- Growth	Invesco India ELSS Tax Saver Fund - Growth

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Invesco India ELSS Tax Saver Fund - Growth
Others	9.14	0.85
Large Cap	61.53	48.15
Small Cap	11.28	22.34
Mid Cap	18.05	28.66

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Invesco India ELSS Tax Saver Fund - Growth
Others	9.14	0.85
Petroleum Products	7.08	3.41
IT - Software	9.75	8.87
Retailing	2.39	6.45
Cement & Cement Products	2.02	-
Construction	0.35	0.48
Non - Ferrous Metals	1.08	1.24
Banks	22.62	15.5
Pharmaceuticals & Biotechnology	5.72	4.72
Healthcare Services	0.98	1.79
Ferrous Metals	3.05	0.69
Insurance	2.15	-
Industrial Products	5.54	3.7
Automobiles	4.39	3.05
Personal Products	0.88	-
Finance	2.54	6.62
Capital Markets	1.56	1.31
Gas	3.01	-
Transport Services	0.65	-
Diversified FMCG	3.2	-
Electrical Equipment	0.72	3.22
Oil	1.46	-
Consumer Durables	1.01	7.66
Telecom - Services	2	2.31
Chemicals & Petrochemicals	0.54	3.87
Fertilizers & Agrochemicals	0.71	-
Beverages	0.92	2.64
Leisure Services	0.75	2.98
Realty	0.76	1.02
Power	3.03	1.79
Aerospace & Defense	-	1.05
Auto Components	-	4.51
Commercial Services & Supplies	-	1.61
Healthcare Equipment & Supplies	-	2.36
Food Products	-	3.06
Financial Technology (Fintech)	-	0.72
Industrial Manufacturing	-	2.52