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) | ₹2911 Cr | ₹4251 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 | -2.27% | -1.45% |
6 Month | 5.92% | 9.16% |
1 Year | -0.63% | 1.36% |
3 Year | 18.23% | 21.06% |
5 Year | 19.53% | 21.94% |
SIP Return Analysis
Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
6 Month | 6.63% | 6.39% |
1 Year | 6.62% | 7.24% |
3 Year | 18.26% | 20.34% |
5 Year | 16.61% | 18.84% |
Rolling Lumpsum Returns
Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
1 Year | 13.53% | 13.62% |
3 Year | 14.78% | 14.24% |
5 Year | 15.55% | 13.28% |
Risk Management
Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Standard Deviation | 13% | 14.68% |
Sharp | 1.1% | 1.20% |
Beta | 0.98% | 0.96% |
Alpha | 0.54% | 4.60% |
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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 | 8.27 | 3.61 |
Large Cap | 41.36 | 47.17 |
Small Cap | 22.14 | 26.11 |
Mid Cap | 28.23 | 23.11 |
Sector Allocation
Scheme Name |
Invesco India ELSS Tax Saver Fund - Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Others | 1.04 | 1.19 |
Energy | 2.14 | 4.37 |
Technology | 11.04 | 10.93 |
Consumer Cyclical | 23.04 | 20.22 |
Healthcare | 8.75 | 5.18 |
Basic Materials | 5.78 | 5.83 |
Financial Services | 23.86 | 25.06 |
Industrials | 14.96 | 17.01 |
Utilities | 1.74 | 3.29 |
Consumer Defensive | 3.54 | 3.24 |
Communication Services | 2.36 | 2.21 |
Real Estate | 1.75 | 1.48 |
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