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)	₹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

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Invesco India ELSS Tax Saver Fund - Growth
1 Month	0.37%	-0.61%
6 Month	3.41%	-2.18%
1 Year	11.56%	-2.54%
3 Year	21.84%	17.44%
5 Year	21.46%	13.96%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Invesco India ELSS Tax Saver Fund - Growth
6 Month	2.58%	-0.04%
1 Year	14.16%	6.75%
3 Year	17.75%	12.12%
5 Year	19.45%	12.89%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Invesco India ELSS Tax Saver Fund - Growth
1 Year	16.4%	12.75%
3 Year	16.41%	15.09%
5 Year	15.81%	15.92%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Invesco India ELSS Tax Saver Fund - Growth
Standard Deviation	11.39%	13%
Sharp	1.2%	0.75%
Beta	0.83%	1%
Alpha	5.13%	0.41%

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	5.2	0.16
Large Cap	80.95	37.39
Small Cap	10.28	28.85
Mid Cap	3.57	33.6

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Invesco India ELSS Tax Saver Fund - Growth
Others	5.2	0.16
Telecom - Services	4.5	2.01
Petroleum Products	0.18	-
IT - Software	5.4	10.62
Construction	1.06	1.25
Ferrous Metals	3.48	1.07
Banks	37.58	9.83
Non - Ferrous Metals	0.47	0.73
Pharmaceuticals & Biotechnology	6.17	2.78
Agricultural, Commercial & Construction Vehicles	1.37	-
Automobiles	13.16	3.54
Consumer Durables	2.02	7.45
Healthcare Services	3.08	3.17
Insurance	6.23	-
IT - Services	0.44	-
Transport Services	1.62	2.95
Oil	0.99	-
Entertainment	0.24	-
Fertilizers & Agrochemicals	0.24	-
Leisure Services	0.49	3.78
Auto Components	1.18	7.17
Cement & Cement Products	1.44	-
Retailing	0.62	7.84
Power	1.57	1.1
Beverages	0.84	-
Commercial Services & Supplies	0.43	3.76
Electrical Equipment	-	2.36
Other Consumer Services	-	1.36
Finance	-	8.21
Healthcare Equipment & Supplies	-	2.43
Realty	-	2.8
Chemicals & Petrochemicals	-	2.1
Food Products	-	4.13
Financial Technology (Fintech)	-	0.96
Capital Markets	-	1.87
Industrial Products	-	2.5
Industrial Manufacturing	-	2.07