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Invesco India ELSS Tax Saver Fund vs ITI ELSS Tax Saver Fund Regular compare

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tortoise-icon ITI ELSS Tax Saver Fund Regular - Growth

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tortoise-icon Invesco India ELSS Tax Saver Fund - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Invesco India ELSS Tax Saver Fund - Growth
Fund ITI ELSS Tax Saver Fund Regular - Growth Invesco India ELSS Tax Saver Fund - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹374 Cr ₹2764 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 18 Oct 2019 29 Dec 2006
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI BSE 500
Turn Over % 69%
Expense Ratio 2.32 1.91
Manager Vishal Jajoo Dhimant Kothari
ISIN Code INF00XX01374 INF205K01270
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Invesco India ELSS Tax Saver Fund - Growth
1 Month 7.34% 5.99%
6 Month 1.48% -0.15%
1 Year 6.37% 12.44%
3 Year 24.74% 20.32%
5 Year 23.97% 23.03%

SIP Return Analysis

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Invesco India ELSS Tax Saver Fund - Growth
6 Month -2.17% -2.18%
1 Year -13.69% -8.64%
3 Year 15.07% 14.67%
5 Year 15.25% 14.7%

Rolling Lumpsum Returns

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Invesco India ELSS Tax Saver Fund - Growth
1 Year 20.61% 13.91%
3 Year 18.2% 14.82%
5 Year 17.5% 15.48%

Risk Management

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Invesco India ELSS Tax Saver Fund - Growth
Standard Deviation 13.905% 13%
Sharp 0.774% 0.62%
Beta 0.917% 0.99%
Alpha 3.597% -0.13%

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Fund Managers

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Invesco India ELSS Tax Saver Fund - Growth
Name Vishal Jajoo Dhimant Kothari
Total AUM ₹762 Cr ₹8118 Cr
Funds Managed 3 7
ITI ELSS Tax Saver Fund Regular - Growth Invesco India ELSS Tax Saver Fund - Growth

Market Cap

Scheme Name

ITI ELSS Tax Saver Fund Regular - Growth

Invesco India ELSS Tax Saver Fund - Growth

Others 4.4 0.47
Large Cap 41.83 49.16
Small Cap 44.62 21.65
Mid Cap 9.14 28.72

Sector Allocation

Scheme Name

ITI ELSS Tax Saver Fund Regular - Growth

Invesco India ELSS Tax Saver Fund - Growth

Others 1.66 0.47
Communication Services 2.67 -
Industrials 20.77 -
Consumer Defensive 3.66 -
Basic Materials 10.08 -
Financial Services 26.02 -
Consumer Cyclical 11.66 -
Technology 9.68 -
Healthcare 2.53 -
Energy 1 -
Real Estate 4.73 -
Utilities 5.53 -
Petroleum Products - 3.17
IT - Software - 9.22
Retailing - 5.72
Finance - 7.26
Non - Ferrous Metals - 0.42
Banks - 16.06
Electrical Equipment - 3.18
Automobiles - 2.39
Aerospace & Defense - 1.17
Auto Components - 4.41
Ferrous Metals - 0.78
Power - 1.84
Commercial Services & Supplies - 1.72
Pharmaceuticals & Biotechnology - 4.79
Beverages - 3
Construction - 0.5
Healthcare Equipment & Supplies - 2.12
Chemicals & Petrochemicals - 3.98
Food Products - 3.05
Consumer Durables - 8.37
Leisure Services - 2.88
Telecom - Services - 2.19
Financial Technology (Fintech) - 0.73
Healthcare Services - 1.89
Capital Markets - 0.85
Industrial Products - 4.12
Industrial Manufacturing - 2.72
Realty - 1

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