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)	₹16645 Cr	₹2793 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	2%	1.84%
6 Month	6.92%	8.06%
1 Year	8.96%	2.01%
3 Year	21.24%	17.26%
5 Year	25.43%	18.53%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Invesco India ELSS Tax Saver Fund - Growth
6 Month	3.91%	2.43%
1 Year	16.36%	10.23%
3 Year	19.8%	15.53%
5 Year	20.76%	14.77%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Invesco India ELSS Tax Saver Fund - Growth
1 Year	16.69%	13.06%
3 Year	15.49%	14.93%
5 Year	15.17%	15.79%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Invesco India ELSS Tax Saver Fund - Growth
Standard Deviation	11.22%	13%
Sharp	1.21%	0.82%
Beta	0.83%	1%
Alpha	5.77%	0.8%

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	6.45	-
Large Cap	78.27	41.49
Small Cap	11.34	27.09
Mid Cap	3.94	31.42

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Invesco India ELSS Tax Saver Fund - Growth
Others	5.89	0.66
Communication Services	4.44	-
Energy	1.17	-
Technology	4.93	-
Industrials	5.64	-
Basic Materials	6	-
Financial Services	41.44	-
Healthcare	10.25	-
Consumer Cyclical	17.76	-
Utilities	1.69	-
Consumer Defensive	0.8	-
IT - Software	-	10.16
Retailing	-	9.07
Non - Ferrous Metals	-	1.31
Banks	-	10.18
Automobiles	-	4.01
Electrical Equipment	-	2.38
Commercial Services & Supplies	-	3.86
Auto Components	-	7.03
Ferrous Metals	-	1.6
Power	-	1.36
Finance	-	7.15
Pharmaceuticals & Biotechnology	-	2.74
Construction	-	1.32
Healthcare Equipment & Supplies	-	2.3
Realty	-	2.9
Chemicals & Petrochemicals	-	2.51
Food Products	-	3.69
Consumer Durables	-	7.9
Leisure Services	-	2.77
Telecom - Services	-	2.18
Financial Technology (Fintech)	-	1.01
Healthcare Services	-	2.63
Capital Markets	-	2.09
Industrial Products	-	2.81
Transport Services	-	2.1
Industrial Manufacturing	-	2.28