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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) | ₹16579 Cr | ₹2822 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 | 1.57% | -1.81% |
| 6 Month | 11.97% | 11.52% |
| 1 Year | 6.38% | -0.08% |
| 3 Year | 22.01% | 16.66% |
| 5 Year | 24.81% | 18.88% |
SIP Return Analysis
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 6 Month | 3.37% | 2.04% |
| 1 Year | 8.32% | -0.03% |
| 3 Year | 19.77% | 14.93% |
| 5 Year | 21.14% | 14.56% |
Rolling Lumpsum Returns
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 1 Year | 17.03% | 13.26% |
| 3 Year | 15.38% | 14.85% |
| 5 Year | 15.1% | 15.63% |
Risk Management
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Standard Deviation | 11.55% | 13% |
| Sharp | 1.29% | 0.87% |
| Beta | 0.86% | 1% |
| Alpha | 6.92% | 0.74% |
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 | 6.64 | 9.25 |
| Large Cap | 77.83 | 39.81 |
| Small Cap | 11.09 | 21.7 |
| Mid Cap | 4.44 | 29.24 |
Sector Allocation
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Others | 6.07 | 0.72 |
| Communication Services | 4.55 | 2.31 |
| Energy | 1.19 | 0.9 |
| Technology | 5.21 | 10.96 |
| Industrials | 5.69 | 15.06 |
| Basic Materials | 6 | 5.51 |
| Financial Services | 42.46 | 23.32 |
| Healthcare | 9.73 | 8.23 |
| Consumer Cyclical | 16.05 | 23.25 |
| Utilities | 1.76 | 1.79 |
| Real Estate | 0.49 | 4.56 |
| Consumer Defensive | 0.81 | 3.4 |
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