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)	₹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

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Invesco India ELSS Tax Saver Fund - Growth
1 Month	0.98%	3.76%
6 Month	1.08%	-5.67%
1 Year	8.29%	6.67%
3 Year	25.74%	21.24%
5 Year	27.32%	21.68%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Invesco India ELSS Tax Saver Fund - Growth
6 Month	6.81%	7.67%
1 Year	8.83%	4.87%
3 Year	21.97%	18.47%
5 Year	22.62%	16.77%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Invesco India ELSS Tax Saver Fund - Growth
1 Year	17.4%	13.53%
3 Year	15.3%	14.78%
5 Year	15.03%	15.55%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Invesco India ELSS Tax Saver Fund - Growth
Standard Deviation	12.311%	13%
Sharp	1.077%	0.84%
Beta	0.848%	1%
Alpha	7.78%	0.25%

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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	7.25	0.85
Large Cap	75.98	48.15
Mid Cap	6.34	28.66
Small Cap	10.42	22.34

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Invesco India ELSS Tax Saver Fund - Growth
Others	6.95	0.85
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	-	3.41
IT - Software	-	8.87
Retailing	-	6.45
Non - Ferrous Metals	-	1.24
Banks	-	15.5
Electrical Equipment	-	3.22
Automobiles	-	3.05
Aerospace & Defense	-	1.05
Auto Components	-	4.51
Ferrous Metals	-	0.69
Power	-	1.79
Commercial Services & Supplies	-	1.61
Finance	-	6.62
Pharmaceuticals & Biotechnology	-	4.72
Beverages	-	2.64
Construction	-	0.48
Healthcare Equipment & Supplies	-	2.36
Chemicals & Petrochemicals	-	3.87
Food Products	-	3.06
Consumer Durables	-	7.66
Leisure Services	-	2.98
Telecom - Services	-	2.31
Financial Technology (Fintech)	-	0.72
Healthcare Services	-	1.79
Capital Markets	-	1.31
Industrial Products	-	3.7
Industrial Manufacturing	-	2.52
Realty	-	1.02