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

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SBI Long Term Equity 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 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

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Invesco India ELSS Tax Saver Fund - Growth
1 Month	2.52%	3.18%
6 Month	-3.24%	-6.41%
1 Year	6.75%	6.16%
3 Year	24.42%	15.32%
5 Year	28.25%	20.63%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Invesco India ELSS Tax Saver Fund - Growth
6 Month	1.18%	-1.43%
1 Year	-2.41%	-6%
3 Year	23.3%	15.78%
5 Year	23.4%	15.44%

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%

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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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

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Invesco India ELSS Tax Saver Fund - Growth
Others	9.01	0.47
Large Cap	61.32	49.16
Small Cap	11.41	21.65
Mid Cap	18.26	28.72

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Invesco India ELSS Tax Saver Fund - Growth
Others	9.01	0.47
Petroleum Products	6.58	3.17
IT - Software	10.28	9.22
Retailing	2.32	5.72
Cement & Cement Products	2.17	-
Construction	0.38	0.5
Non - Ferrous Metals	1.22	0.42
Banks	21.9	16.06
Pharmaceuticals & Biotechnology	5.42	4.79
Healthcare Services	1.03	1.89
Ferrous Metals	3.21	0.78
Insurance	2.09	-
Industrial Products	6.06	4.12
Automobiles	4.36	2.39
Personal Products	0.84	-
Finance	2.69	7.26
Capital Markets	1.47	0.85
Gas	2.96	-
Transport Services	0.56	-
Diversified FMCG	2.13	-
Electrical Equipment	0.73	3.18
Oil	1.51	-
Consumer Durables	1.06	8.37
Telecom - Services	3.48	2.19
Chemicals & Petrochemicals	0.58	3.98
Fertilizers & Agrochemicals	0.67	-
Beverages	0.88	3
Leisure Services	0.72	2.88
Realty	0.68	1
Power	3.01	1.84
Aerospace & Defense	-	1.17
Auto Components	-	4.41
Commercial Services & Supplies	-	1.72
Healthcare Equipment & Supplies	-	2.12
Food Products	-	3.05
Financial Technology (Fintech)	-	0.73
Industrial Manufacturing	-	2.72