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

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SBI ELSS Tax Saver 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 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

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%

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%

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

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

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