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) | ₹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 | 1.43% | 4.13% |
| 6 Month | 1.24% | 7.98% |
| 1 Year | 30.19% | 26.69% |
| 3 Year | 24.77% | 15.58% |
| 5 Year | 24.26% | 18.99% |
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 23.93% | 30.54% |
| 3 Year | 33.42% | 27.43% |
| 5 Year | 29.76% | 23.32% |
| 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 | 1.24% | 0.68% |
| Beta | 0.98% | 0.97% |
| Alpha | 7.54% | -0.32% |
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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 |
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