Invesco India ELSS Tax Saver Fund vs DSP ELSS Tax Saver Fund compare
Invesco India ELSS Tax Saver Fund - Growth
DSP ELSS Tax Saver Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Fund | Invesco India ELSS Tax Saver Fund - Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2764 Cr | ₹15985 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 29 Dec 2006 | 18 Jan 2007 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 69% | 35% |
Expense Ratio | 1.91 | 1.64 |
Manager | Dhimant Kothari | Rohit Singhania |
ISIN Code | INF205K01270 | INF740K01185 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
1 Month | 5.69% | 5.04% |
6 Month | 0.42% | 4.32% |
1 Year | 11.95% | 16.07% |
3 Year | 20.19% | 23.41% |
5 Year | 23.15% | 28.04% |
SIP Return Analysis
Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
6 Month | 4.3% | 6.36% |
1 Year | 2.26% | 7.57% |
3 Year | 18.67% | 22.44% |
5 Year | 16.91% | 21.29% |
Rolling Lumpsum Returns
Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
1 Year | 13.91% | 14.52% |
3 Year | 14.82% | 16.2% |
5 Year | 15.48% | 15.57% |
Risk Management
Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 13% | 12.57% |
Sharp | 0.62% | 0.89% |
Beta | 0.99% | 0.95% |
Alpha | -0.13% | 3.67% |
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Fund Managers
Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Name | Dhimant Kothari | Rohit Singhania |
Total AUM | ₹8118 Cr | ₹46862 Cr |
Funds Managed | 7 | 7 |
Invesco India ELSS Tax Saver Fund - Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Invesco India ELSS Tax Saver Fund - Growth |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 0.47 | 5.1 |
Large Cap | 49.16 | 63.81 |
Small Cap | 21.65 | 13.38 |
Mid Cap | 28.72 | 17.71 |
Sector Allocation
Scheme Name |
Invesco India ELSS Tax Saver Fund - Growth |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 0.47 | 5.1 |
Petroleum Products | 3.17 | 3.28 |
IT - Software | 9.22 | 6.41 |
Retailing | 5.72 | - |
Finance | 7.26 | 4.68 |
Non - Ferrous Metals | 0.42 | 1.49 |
Banks | 16.06 | 27.45 |
Electrical Equipment | 3.18 | - |
Automobiles | 2.39 | 3.7 |
Aerospace & Defense | 1.17 | - |
Auto Components | 4.41 | 3.53 |
Ferrous Metals | 0.78 | 1.11 |
Power | 1.84 | 2.15 |
Commercial Services & Supplies | 1.72 | - |
Pharmaceuticals & Biotechnology | 4.79 | 8.76 |
Beverages | 3 | - |
Construction | 0.5 | 4.59 |
Healthcare Equipment & Supplies | 2.12 | - |
Chemicals & Petrochemicals | 3.98 | 2.1 |
Food Products | 3.05 | - |
Consumer Durables | 8.37 | 3.07 |
Leisure Services | 2.88 | - |
Telecom - Services | 2.19 | 4.81 |
Financial Technology (Fintech) | 0.73 | - |
Healthcare Services | 1.89 | 1.75 |
Capital Markets | 0.85 | - |
Industrial Products | 4.12 | 0.77 |
Industrial Manufacturing | 2.72 | - |
Realty | 1 | - |
Cement & Cement Products | - | 1.68 |
Diversified FMCG | - | 3.51 |
Transport Services | - | 0.72 |
Insurance | - | 3.04 |
Gas | - | 1.85 |
Fertilizers & Agrochemicals | - | 0.91 |
Oil | - | 1.07 |
Personal Products | - | 1.55 |
Textiles & Apparels | - | 0.92 |
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