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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) | ₹29937 Cr | ₹2787 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 | 1.85% | 3.76% |
| 6 Month | 11.92% | 16.52% |
| 1 Year | -2.59% | -3.16% |
| 3 Year | 22.95% | 16.61% |
| 5 Year | 24.84% | 18.65% |
SIP Return Analysis
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 6 Month | 2.9% | 4.27% |
| 1 Year | 8.07% | 9.48% |
| 3 Year | 20.51% | 16.87% |
| 5 Year | 21.45% | 15.54% |
Rolling Lumpsum Returns
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 1 Year | 10.2% | 13.26% |
| 3 Year | 13.51% | 14.85% |
| 5 Year | 13.34% | 15.63% |
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 | 1.18% | 0.74% |
| Beta | 0.96% | 1% |
| Alpha | 6.98% | 1.03% |
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 | 7.8 | 9.25 |
| Large Cap | 61.91 | 39.81 |
| Small Cap | 12.03 | 21.7 |
| Mid Cap | 18.26 | 29.24 |
Sector Allocation
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Others | 6.26 | 0.72 |
| Energy | 9.03 | 0.9 |
| Technology | 7.83 | 10.96 |
| Consumer Cyclical | 9.31 | 23.25 |
| Basic Materials | 10.03 | 5.51 |
| Industrials | 8.45 | 15.06 |
| Financial Services | 29.46 | 23.32 |
| Healthcare | 7.59 | 8.23 |
| Consumer Defensive | 4.53 | 3.4 |
| Utilities | 4.47 | 1.79 |
| Communication Services | 1.94 | 2.31 |
| Real Estate | 1.1 | 4.56 |
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