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 | 1.84% | 2.32% |
| 6 Month | 8.06% | 10.97% |
| 1 Year | 2.01% | 5.28% |
| 3 Year | 17.26% | 19.47% |
| 5 Year | 18.53% | 20.24% |
SIP Return Analysis
| Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.43% | 3.78% |
| 1 Year | 10.23% | 14.71% |
| 3 Year | 15.53% | 18.78% |
| 5 Year | 14.77% | 17.65% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 1 Year | 13.06% | 13.09% |
| 3 Year | 14.93% | 14.4% |
| 5 Year | 15.79% | 13.43% |
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 | 1% | 0.98% |
| Alpha | 0.8% | 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 |
|---|---|---|
| Large Cap | 41.49 | 46.94 |
| Mid Cap | 31.42 | 23.29 |
| Small Cap | 27.09 | 26.6 |
| Others | - | 3.17 |
Sector Allocation
| Scheme Name |
Invesco India ELSS Tax Saver Fund - Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Others | 0.66 | 0.9 |
| IT - Software | 10.16 | - |
| Retailing | 9.07 | - |
| Non - Ferrous Metals | 1.31 | - |
| Banks | 10.18 | - |
| Automobiles | 4.01 | - |
| Electrical Equipment | 2.38 | - |
| Commercial Services & Supplies | 3.86 | - |
| Auto Components | 7.03 | - |
| Ferrous Metals | 1.6 | - |
| Power | 1.36 | - |
| Finance | 7.15 | - |
| Pharmaceuticals & Biotechnology | 2.74 | - |
| Construction | 1.32 | - |
| Healthcare Equipment & Supplies | 2.3 | - |
| Realty | 2.9 | - |
| Chemicals & Petrochemicals | 2.51 | - |
| Food Products | 3.69 | - |
| Consumer Durables | 7.9 | - |
| Leisure Services | 2.77 | - |
| Telecom - Services | 2.18 | - |
| Financial Technology (Fintech) | 1.01 | - |
| Healthcare Services | 2.63 | - |
| Capital Markets | 2.09 | - |
| Industrial Products | 2.81 | - |
| Transport Services | 2.1 | - |
| Industrial Manufacturing | 2.28 | - |
| Energy | - | 4.2 |
| Industrials | - | 15.66 |
| Technology | - | 13.04 |
| Consumer Defensive | - | 3.05 |
| Consumer Cyclical | - | 21.93 |
| Healthcare | - | 5.08 |
| Financial Services | - | 23.46 |
| Basic Materials | - | 5.96 |
| Utilities | - | 3.12 |
| Communication Services | - | 2.15 |
| Real Estate | - | 1.44 |
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