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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) | ₹32326 Cr | ₹2838 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 | 0.02% | -1.78% |
| 6 Month | 4.45% | 1.03% |
| 1 Year | 4.17% | -4.1% |
| 3 Year | 22.59% | 16.19% |
| 5 Year | 21.73% | 14.9% |
SIP Return Analysis
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 6 Month | 1.37% | -2.15% |
| 1 Year | 9.93% | 3.45% |
| 3 Year | 17.81% | 12.2% |
| 5 Year | 20.19% | 13.08% |
Rolling Lumpsum Returns
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 1 Year | 11.11% | 12.81% |
| 3 Year | 15.88% | 15.08% |
| 5 Year | 13.92% | 15.95% |
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 | 1.21% | 0.75% |
| Beta | 0.95% | 1% |
| Alpha | 6.3% | 0.41% |
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 | 9.93 | 14.66 |
| Large Cap | 59.36 | 34.15 |
| Small Cap | 12.34 | 25.32 |
| Mid Cap | 18.36 | 25.87 |
Sector Allocation
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Others | 7.31 | 0.16 |
| Energy | 9.14 | - |
| Technology | 7.33 | 11.7 |
| Consumer Cyclical | 10.76 | 23.84 |
| Basic Materials | 9.98 | 2.56 |
| Industrials | 6.68 | 17.14 |
| Financial Services | 29.45 | 20.88 |
| Healthcare | 6.67 | 10.05 |
| Consumer Defensive | 4.02 | 5.49 |
| Utilities | 4.14 | 1.1 |
| Communication Services | 3.35 | 2.01 |
| Real Estate | 1.16 | 5.05 |
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