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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) | ₹16908 Cr | ₹2911 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 | -3.16% | -4.84% |
| 6 Month | 5.43% | 0.5% |
| 1 Year | 4.71% | -1.14% |
| 3 Year | 21.39% | 15.98% |
| 5 Year | 24.85% | 18.58% |
SIP Return Analysis
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 6 Month | 3.76% | 3.06% |
| 1 Year | 6.28% | -1.72% |
| 3 Year | 19.04% | 14.35% |
| 5 Year | 20.72% | 14.22% |
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% | 1.1% |
| Beta | 0.84% | 0.98% |
| Alpha | 6.76% | 0.54% |
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 | 8.04 | 8.27 |
| Large Cap | 76.8 | 41.36 |
| Small Cap | 10.58 | 22.14 |
| Mid Cap | 4.58 | 28.23 |
Sector Allocation
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Others | 7.69 | 1.04 |
| Communication Services | 4.74 | 2.36 |
| Energy | 1.19 | 2.14 |
| Technology | 5.84 | 11.04 |
| Industrials | 5.54 | 14.96 |
| Basic Materials | 5.69 | 5.78 |
| Financial Services | 41.29 | 23.86 |
| Healthcare | 9.08 | 8.75 |
| Consumer Cyclical | 15.83 | 23.04 |
| Utilities | 1.78 | 1.74 |
| Real Estate | 0.49 | 1.75 |
| Consumer Defensive | 0.84 | 3.54 |
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