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
| 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) | ₹25732 Cr | ₹2848 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 | BSE 500 |
| Turn Over | 15% | 69% |
| Expense Ratio | 1.61 | 1.91 |
| Manager | Dinesh Balachandran | Dhimant Kothari |
| ISIN Code | INF200K01495 | INF205K01270 |
| Exits Load | Nil/365 | Nil/365 |
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 1 Month | -6.36% | -5.82% |
| 6 Month | 8.85% | 13.09% |
| 1 Year | 41.24% | 32.05% |
| 3 Year | 21.08% | 12.02% |
| 5 Year | 23.97% | 18.35% |
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 25.6% | 24.91% |
| 3 Year | 32.61% | 24.33% |
| 5 Year | 29.34% | 21.72% |
| 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 | 1.16% | 0.59% |
| Beta | 0.99% | 0.97% |
| Alpha | 7.42% | -0.65% |
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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 | 11 | 2.46 |
| Large Cap | 52.27 | 54.75 |
| Small Cap | 14.68 | 22.13 |
| Mid Cap | 22.05 | 20.66 |
| Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Others | 9.03 | 0.68 |
| Automobile | 7.87 | 5.45 |
| Energy | 15.89 | 10.13 |
| Technology | 5.41 | 6.43 |
| Materials | 2.39 | 1.7 |
| Construction | 1.76 | 2.04 |
| Metals & Mining | 5.52 | 1.61 |
| Financial | 20.96 | 24.93 |
| Healthcare | 7.61 | 10.06 |
| Insurance | 3 | - |
| Consumer Staples | 2.64 | 5.82 |
| Services | 3.69 | 7.55 |
| Capital Goods | 9 | 11.04 |
| Consumer Discretionary | 0.58 | 6.93 |
| Communication | 3.2 | 0.81 |
| Chemicals | 1.45 | 4.82 |
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