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

Link copied to clipboard!

SBI ELSS Tax Saver Fund - Regular Plan- Growth

Invest Now

Invesco India ELSS Tax Saver Fund - Growth

Invest Now

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)	₹30616 Cr	₹2911 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

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Invesco India ELSS Tax Saver Fund - Growth
1 Month	-1.89%	-2.27%
6 Month	6.65%	6.25%
1 Year	-0.95%	-0.19%
3 Year	25.48%	18.33%
5 Year	25.88%	19.6%

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Invesco India ELSS Tax Saver Fund - Growth
6 Month	4.38%	6.63%
1 Year	5.49%	6.62%
3 Year	22.87%	18.26%
5 Year	23.11%	16.61%

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%

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Invesco India ELSS Tax Saver Fund - Growth
Standard Deviation	13.09%	13%
Sharp	1.58%	1.1%
Beta	0.94%	0.98%
Alpha	7.03%	0.54%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Invesco India ELSS Tax Saver Fund - Growth
Others	8.95	8.27
Large Cap	62.6	41.36
Small Cap	11.16	22.14
Mid Cap	17.29	28.23

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Invesco India ELSS Tax Saver Fund - Growth
Others	6.12	1.04
Energy	9.52	2.14
Technology	9.8	11.04
Consumer Cyclical	8.7	23.04
Basic Materials	9.58	5.78
Industrials	8.15	14.96
Financial Services	28.38	23.86
Healthcare	7.37	8.75
Consumer Defensive	4.46	3.54
Utilities	4.84	1.74
Communication Services	2.01	2.36
Real Estate	1.06	1.75