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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) | ₹2838 Cr | ₹4184 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 | -1.78% | -2.02% |
| 6 Month | 1.03% | 2.93% |
| 1 Year | -4.1% | -1.82% |
| 3 Year | 16.19% | 18.88% |
| 5 Year | 14.9% | 16.88% |
SIP Return Analysis
| Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 6 Month | -2.15% | -0.9% |
| 1 Year | 3.45% | 7.05% |
| 3 Year | 12.2% | 15.41% |
| 5 Year | 13.08% | 16.03% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 1 Year | 12.81% | 12.92% |
| 3 Year | 15.08% | 14.57% |
| 5 Year | 15.95% | 13.6% |
Risk Management
| Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.77% | 14.06% |
| Sharp | 0.69% | 0.85% |
| Beta | 0.99% | 0.99% |
| Alpha | 0.94% | 3.41% |
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 | 14.66 | 4.4 |
| Large Cap | 34.15 | 46.47 |
| Small Cap | 25.32 | 26.54 |
| Mid Cap | 25.87 | 22.6 |
Sector Allocation
| Scheme Name |
Invesco India ELSS Tax Saver Fund - Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Others | 0.16 | 1.46 |
| Technology | 11.7 | 13.11 |
| Consumer Cyclical | 23.84 | 21.23 |
| Healthcare | 10.05 | 5.26 |
| Basic Materials | 2.56 | 5.48 |
| Financial Services | 20.88 | 24.69 |
| Industrials | 17.14 | 14.54 |
| Real Estate | 5.05 | 1.46 |
| Consumer Defensive | 5.49 | 2.97 |
| Utilities | 1.1 | 2.86 |
| Communication Services | 2.01 | 2.35 |
| Energy | - | 4.58 |
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