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Invesco India ELSS Tax Saver Fund vs HSBC ELSS Tax saver Fund compare
Invesco India ELSS Tax Saver Fund - Growth
HSBC ELSS Tax saver Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Fund | Invesco India ELSS Tax Saver Fund - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2787 Cr | ₹4021 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 29 Dec 2006 | 27 Feb 2006 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 69% | 70% |
| Expense Ratio | 1.93 | 1.89 |
| Manager | Dhimant Kothari | Gautam Bhupal |
| ISIN Code | INF205K01270 | INF677K01064 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 1 Month | 4.55% | 3.46% |
| 6 Month | 16.11% | 16.73% |
| 1 Year | -2.87% | -0.84% |
| 3 Year | 16.54% | 18.82% |
| 5 Year | 19.12% | 20.83% |
SIP Return Analysis
| Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 6 Month | 4.27% | 4.43% |
| 1 Year | 9.48% | 11.31% |
| 3 Year | 16.87% | 19.31% |
| 5 Year | 15.54% | 17.89% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 1 Year | 13.26% | 13.26% |
| 3 Year | 14.85% | 14.33% |
| 5 Year | 15.63% | 13.37% |
Risk Management
| Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13% | 14.15% |
| Sharp | 0.74% | 0.79% |
| Beta | 1% | 0.96% |
| Alpha | 1.03% | 4.23% |
Fund Managers
| Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Name | Dhimant Kothari | Gautam Bhupal |
| Total AUM | ₹8118 Cr | ₹25949 Cr |
| Funds Managed | 7 | 13 |
| Invesco India ELSS Tax Saver Fund - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
Market Cap
| Scheme Name |
Invesco India ELSS Tax Saver Fund - Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Others | 9.25 | 3.03 |
| Large Cap | 39.81 | 47.12 |
| Small Cap | 21.7 | 26.66 |
| Mid Cap | 29.24 | 23.19 |
Sector Allocation
| Scheme Name |
Invesco India ELSS Tax Saver Fund - Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Others | 0.72 | 1.06 |
| Energy | 0.9 | 4.21 |
| Technology | 10.96 | 10.45 |
| Consumer Cyclical | 23.25 | 21.11 |
| Healthcare | 8.23 | 5.43 |
| Basic Materials | 5.51 | 5.85 |
| Financial Services | 23.32 | 24.72 |
| Industrials | 15.06 | 17.07 |
| Real Estate | 4.56 | 1.5 |
| Utilities | 1.79 | 3.04 |
| Consumer Defensive | 3.4 | 3.4 |
| Communication Services | 2.31 | 2.16 |
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