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Invesco India ELSS Tax Saver Fund vs HDFC ELSS Tax saver Fund compare
HDFC ELSS Tax saver Fund - Growth Plan
Invesco India ELSS Tax Saver Fund - Growth
Chart Comparison
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) | ₹17241 Cr | ₹2838 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 1 Month | -1.2% | -1.78% |
| 6 Month | 4.14% | 1.03% |
| 1 Year | 7.96% | -4.1% |
| 3 Year | 20.21% | 16.19% |
| 5 Year | 21.94% | 14.9% |
SIP Return Analysis
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 6 Month | 0.4% | -2.15% |
| 1 Year | 10.12% | 3.45% |
| 3 Year | 17.36% | 12.2% |
| 5 Year | 19.47% | 13.08% |
Rolling Lumpsum Returns
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 1 Year | 16.48% | 12.81% |
| 3 Year | 16.39% | 15.08% |
| 5 Year | 15.78% | 15.95% |
Risk Management
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Standard Deviation | 11.17% | 13% |
| Sharp | 1.12% | 0.75% |
| Beta | 0.83% | 1% |
| Alpha | 5.39% | 0.41% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Others | 5.76 | 14.66 |
| Large Cap | 79.75 | 34.15 |
| Small Cap | 10.26 | 25.32 |
| Mid Cap | 4.23 | 25.87 |
Sector Allocation
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Others | 5.21 | 0.16 |
| Communication Services | 4.74 | 2.01 |
| Energy | 1.17 | - |
| Technology | 5.39 | 11.7 |
| Industrials | 5.66 | 17.14 |
| Basic Materials | 5.72 | 2.56 |
| Financial Services | 43.43 | 20.88 |
| Healthcare | 9.63 | 10.05 |
| Consumer Cyclical | 16.63 | 23.84 |
| Utilities | 1.57 | 1.1 |
| Consumer Defensive | 0.84 | 5.49 |
| Real Estate | - | 5.05 |
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