Invesco India ELSS Tax Saver Fund vs HDFC ELSS Tax saver Fund compare

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HDFC ELSS Tax saver Fund - Growth Plan

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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	HDFC ELSS Tax saver Fund - Growth Plan	Invesco India ELSS Tax Saver Fund - Growth
Fund	HDFC ELSS Tax saver Fund - Growth Plan	Invesco India ELSS Tax Saver Fund - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹16454 Cr	₹2845 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	02 Apr 1996	29 Dec 2006
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	BSE 500
Turn Over	36.4%	69%
Expense Ratio	1.7	1.93
Manager	Dhruv Muchhal	Dhimant Kothari
ISIN Code	INF179K01BB8	INF205K01270
Exits Load	Data not available./365	Data not available./365

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Invesco India ELSS Tax Saver Fund - Growth
1 Month	3.33%	2.18%
6 Month	6.52%	-2.15%
1 Year	7.05%	3.13%
3 Year	26.43%	21.98%
5 Year	26.74%	21.15%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Invesco India ELSS Tax Saver Fund - Growth
6 Month	9.5%	10.67%
1 Year	15.23%	10.44%
3 Year	24.12%	20.3%
5 Year	23.86%	17.77%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Invesco India ELSS Tax Saver Fund - Growth
1 Year	17.4%	13.53%
3 Year	15.3%	14.78%
5 Year	15.03%	15.55%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Invesco India ELSS Tax Saver Fund - Growth
Standard Deviation	12.39%	13%
Sharp	1.29%	0.84%
Beta	0.85%	1%
Alpha	6.78%	0.25%

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Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Invesco India ELSS Tax Saver Fund - Growth
Name	Dhruv Muchhal	Dhimant Kothari
Total AUM	₹520687 Cr	₹8118 Cr
Funds Managed	40	7
	HDFC ELSS Tax saver Fund - Growth Plan	Invesco India ELSS Tax Saver Fund - Growth

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Invesco India ELSS Tax Saver Fund - Growth
Others	8.98	0.83
Large Cap	76.21	47.21
Mid Cap	4.68	28.38
Small Cap	10.14	23.58

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Invesco India ELSS Tax Saver Fund - Growth
Others	8.65	0.83
Communication Services	4.48	-
Energy	1.19	-
Technology	5.71	-
Basic Materials	5.38	-
Industrials	5.39	-
Financial Services	41.81	-
Healthcare	8.97	-
Consumer Cyclical	15.01	-
Utilities	1.76	-
Real Estate	0.71	-
Consumer Defensive	0.92	-
Petroleum Products	-	2.9
IT - Software	-	7.77
Retailing	-	6.46
Non - Ferrous Metals	-	1.2
Banks	-	14.37
Electrical Equipment	-	3.49
Automobiles	-	3.1
Aerospace & Defense	-	1.18
Auto Components	-	4.82
Ferrous Metals	-	0.75
Power	-	1.89
Commercial Services & Supplies	-	2.06
Finance	-	6.93
Pharmaceuticals & Biotechnology	-	4.67
Beverages	-	2.13
Construction	-	0.57
Healthcare Equipment & Supplies	-	1.78
Chemicals & Petrochemicals	-	4.48
Food Products	-	3.02
Consumer Durables	-	7.85
Leisure Services	-	2.82
Telecom - Services	-	2.4
Financial Technology (Fintech)	-	1.03
Healthcare Services	-	1.69
Capital Markets	-	1.63
Industrial Products	-	3.42
Transport Services	-	0.92
Realty	-	1.29
Industrial Manufacturing	-	2.55