Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Invesco India ELSS Tax Saver Fund vs HDFC ELSS Tax saver Fund compare

Link copied to clipboard!

tortoise-icon HDFC ELSS Tax saver Fund - Growth Plan

Invest Now

tortoise-icon Invesco India ELSS Tax Saver Fund - Growth

Invest Now

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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Sector Allocation

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

Top Comparisons

Aditya Birla Sun Life Liquid Fund-Institutional (Growth) Aditya Birla Sun Life Liquid Fund-Institutional (Growth)

3Y Returns6.9%

VS

Mirae Asset Liquid Fund - Growth Mirae Asset Liquid Fund - Growth

3Y Returns6.87%

Compare Now

ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option

3Y Returns20.61%

VS

SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

3Y Returns17.54%

Compare Now

HDFC Overnight Fund - Growth Option HDFC Overnight Fund - Growth Option

3Y Returns6.25%

VS

UTI - Overnight  Fund - Regular Plan - Growth Option UTI - Overnight Fund - Regular Plan - Growth Option

3Y Returns6.34%

Compare Now

Franklin India Equity Hybrid Fund - Growth Plan Franklin India Equity Hybrid Fund - Growth Plan

3Y Returns17.41%

VS

Nippon India Equity Hybrid Fund - Growth Plan Nippon India Equity Hybrid Fund - Growth Plan

3Y Returns17.55%

Compare Now
Add to Cart Successfully