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) | ₹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% |
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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 |
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