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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) | ₹16525 Cr | ₹2787 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 | 3.32% | 5.02% |
| 6 Month | 15.73% | 17.66% |
| 1 Year | 3.32% | -1.82% |
| 3 Year | 22.26% | 17.92% |
| 5 Year | 25.23% | 18.86% |
SIP Return Analysis
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 6 Month | 4.07% | 4.27% |
| 1 Year | 14.05% | 9.48% |
| 3 Year | 20.56% | 16.87% |
| 5 Year | 21.38% | 15.54% |
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 | 11.49% | 13% |
| Sharp | 1.16% | 0.74% |
| Beta | 0.86% | 1% |
| Alpha | 7.12% | 1.03% |
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 | 7.15 | 10.06 |
| Large Cap | 77.84 | 40.05 |
| Small Cap | 11.01 | 21.34 |
| Mid Cap | 4 | 28.54 |
Sector Allocation
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Others | 6.56 | 0.32 |
| Communication Services | 4.51 | 2.24 |
| Energy | 1.15 | 0 |
| Technology | 5.18 | 10.95 |
| Industrials | 5.72 | 15.7 |
| Basic Materials | 5.76 | 4.93 |
| Financial Services | 41.13 | 22.27 |
| Healthcare | 10.02 | 8.73 |
| Consumer Cyclical | 17.51 | 24.46 |
| Utilities | 1.67 | 1.55 |
| Real Estate | 0 | 4.91 |
| Consumer Defensive | 0.79 | 3.94 |
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