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)	₹15413 Cr	₹2764 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	1.91
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	3.15%	3.66%
6 Month	5.21%	-0.89%
1 Year	13.32%	10.02%
3 Year	25.08%	18.99%
5 Year	29.7%	23.21%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Invesco India ELSS Tax Saver Fund - Growth
6 Month	7.31%	4.3%
1 Year	11.23%	2.26%
3 Year	23.9%	18.67%
5 Year	23.79%	16.91%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Invesco India ELSS Tax Saver Fund - Growth
1 Year	17.75%	13.91%
3 Year	15.14%	14.82%
5 Year	14.93%	15.48%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Invesco India ELSS Tax Saver Fund - Growth
Standard Deviation	12.311%	13%
Sharp	1.077%	0.62%
Beta	0.848%	0.99%
Alpha	7.78%	-0.13%

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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	7.25	0.47
Large Cap	75.98	49.16
Mid Cap	6.34	28.72
Small Cap	10.42	21.65

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Invesco India ELSS Tax Saver Fund - Growth
Others	6.95	0.47
Communication Services	5.85	-
Energy	0.59	-
Technology	6.67	-
Basic Materials	5.51	-
Industrials	5.95	-
Financial Services	40.82	-
Healthcare	10.74	-
Consumer Cyclical	13.5	-
Utilities	1.27	-
Real Estate	1.15	-
Consumer Defensive	1.02	-
Petroleum Products	-	3.17
IT - Software	-	9.22
Retailing	-	5.72
Finance	-	7.26
Non - Ferrous Metals	-	0.42
Banks	-	16.06
Electrical Equipment	-	3.18
Automobiles	-	2.39
Aerospace & Defense	-	1.17
Auto Components	-	4.41
Ferrous Metals	-	0.78
Power	-	1.84
Commercial Services & Supplies	-	1.72
Pharmaceuticals & Biotechnology	-	4.79
Beverages	-	3
Construction	-	0.5
Healthcare Equipment & Supplies	-	2.12
Chemicals & Petrochemicals	-	3.98
Food Products	-	3.05
Consumer Durables	-	8.37
Leisure Services	-	2.88
Telecom - Services	-	2.19
Financial Technology (Fintech)	-	0.73
Healthcare Services	-	1.89
Capital Markets	-	0.85
Industrial Products	-	4.12
Industrial Manufacturing	-	2.72
Realty	-	1