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

SBI Long Term Equity Fund - Regular Plan- Growth

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Invesco India ELSS Tax Saver Fund - Growth

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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)	₹27559 Cr	₹2919 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	1.89
Manager	Dinesh Balachandran	Dhimant Kothari
ISIN Code	INF200K01495	INF205K01270
Exits Load	Data not available./365	Data not available./365

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Invesco India ELSS Tax Saver Fund - Growth
1 Month	-3.14%	-6.03%
6 Month	-3.69%	-1.78%
1 Year	19.58%	16.24%
3 Year	22.39%	12.18%
5 Year	22.74%	17.18%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Invesco India ELSS Tax Saver Fund - Growth
6 Month	-	-
1 Year	5.21%	8.62%
3 Year	27.42%	20.83%
5 Year	26.52%	19.53%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Invesco India ELSS Tax Saver Fund - Growth
1 Year	10.31%	13.62%
3 Year	12.57%	14.83%
5 Year	12.99%	15.36%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Invesco India ELSS Tax Saver Fund - Growth
Standard Deviation	13.09%	13%
Sharp	1.13%	0.59%
Beta	0.99%	0.96%
Alpha	7.76%	0.12%

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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
Fund Manage	4	7
	SBI Long Term Equity Fund - Regular Plan- Growth	Invesco India ELSS Tax Saver Fund - Growth

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Invesco India ELSS Tax Saver Fund - Growth
Others	9.1	1.14
Large Cap	55.87	45.09
Small Cap	12.09	27.78
Mid Cap	22.94	25.99

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Invesco India ELSS Tax Saver Fund - Growth
Others	9.1	1.14
Petroleum Products	5.48	3.2
IT - Software	9.4	9.69
Cement & Cement Products	2.07	1.16
Construction	0.9	0.7
Non - Ferrous Metals	1.67	-
Banks	18.98	17.02
Pharmaceuticals & Biotechnology	5.31	7.32
Healthcare Services	1.6	2.42
Ferrous Metals	2.8	-
Insurance	2.65	-
Industrial Products	6.34	4.47
Automobiles	4.91	1.79
Personal Products	0.93	1.5
Finance	3.01	4.92
Capital Markets	1.58	1.77
Gas	3.3	-
Transport Services	0.78	-
Diversified FMCG	2.56	-
Electrical Equipment	1.65	3.62
Oil	1.64	-
Consumer Durables	0.88	9.4
Retailing	1.87	3.82
Telecom - Services	3.26	1.09
Chemicals & Petrochemicals	0.65	3.5
Fertilizers & Agrochemicals	0.82	1.53
Beverages	0.85	3.15
Leisure Services	0.63	2.42
Realty	1.13	0.4
Power	3.25	1.09
Aerospace & Defense	-	2.7
Healthcare Equipment & Supplies	-	2.5
Financial Technology (Fintech)	-	1.55
Food Products	-	0.76
Industrial Manufacturing	-	2.52
Auto Components	-	2.85