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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) | ₹2793 Cr | ₹4088 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 | -0.56% | 1.15% |
| 6 Month | 5.05% | 8.09% |
| 1 Year | 1.95% | 5.69% |
| 3 Year | 16.69% | 19.65% |
| 5 Year | 17.26% | 19.33% |
SIP Return Analysis
| Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.1% | 1.32% |
| 1 Year | 6.5% | 11.1% |
| 3 Year | 13.95% | 17.2% |
| 5 Year | 13.81% | 16.68% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 1 Year | 13% | 13.04% |
| 3 Year | 15.03% | 14.52% |
| 5 Year | 15.92% | 13.54% |
Risk Management
| Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13% | 14.03% |
| Sharp | 0.82% | 0.88% |
| Beta | 0.99% | 0.98% |
| Alpha | 0.66% | 3.06% |
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 | 11.61 | 3.17 |
| Large Cap | 38.78 | 46.94 |
| Small Cap | 22.55 | 26.6 |
| Mid Cap | 27.06 | 23.29 |
Sector Allocation
| Scheme Name |
Invesco India ELSS Tax Saver Fund - Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Others | 0.66 | 0.9 |
| Technology | 11.56 | 13.04 |
| Consumer Cyclical | 25.22 | 21.93 |
| Healthcare | 8.58 | 5.08 |
| Basic Materials | 5.19 | 5.96 |
| Financial Services | 20.44 | 23.46 |
| Industrials | 16.07 | 15.66 |
| Real Estate | 5.05 | 1.44 |
| Utilities | 1.36 | 3.12 |
| Consumer Defensive | 3.69 | 3.05 |
| Communication Services | 2.18 | 2.15 |
| Energy | - | 4.2 |
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