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Invesco India ELSS Tax Saver Fund vs SBI Long Term Equity Fund compare
SBI Long Term Equity Fund - Regular Plan- Growth
Invesco India ELSS Tax Saver Fund - Growth
Chart Comparison
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 |
Trailing Lumpsum Returns
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 1 Month | 2.26% | 3.42% |
| 6 Month | -3.25% | -6.04% |
| 1 Year | 7.13% | 6.83% |
| 3 Year | 24.22% | 15.21% |
| 5 Year | 28.32% | 20.74% |
SIP Return Analysis
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 6 Month | 0.66% | -0.26% |
| 1 Year | -3.7% | -4.98% |
| 3 Year | 23.74% | 16.79% |
| 5 Year | 23.76% | 16.08% |
Rolling Lumpsum Returns
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 1 Year | 10.61% | 13.91% |
| 3 Year | 12.89% | 14.82% |
| 5 Year | 13.14% | 15.48% |
Risk Management
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Standard Deviation | 13.09% | 13% |
| Sharp | 1.03% | 0.37% |
| Beta | 0.95% | 1% |
| Alpha | 8.29% | -1.27% |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Others | 13.13 | 2.19 |
| Large Cap | 58.86 | 49.67 |
| Small Cap | 9.25 | 20.03 |
| Mid Cap | 18.76 | 28.1 |
Sector Allocation
| Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Others | 13.06 | 0.82 |
| Energy | 7.8 | 3.02 |
| Technology | 9.22 | 11.8 |
| Consumer Cyclical | 8.19 | 17.09 |
| Basic Materials | 7.96 | 6 |
| Industrials | 7.96 | 15.73 |
| Financial Services | 25.67 | 24.73 |
| Healthcare | 7.68 | 10.1 |
| Consumer Defensive | 3.92 | 6.21 |
| Utilities | 4.36 | 1.7 |
| Communication Services | 3.4 | 2.08 |
| Real Estate | 0.78 | 0.72 |
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