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Invesco India ELSS Tax Saver Fund vs ITI ELSS Tax Saver Fund Regular compare
ITI ELSS Tax Saver Fund Regular - Growth
Invesco India ELSS Tax Saver Fund - Growth
Chart Comparison
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) | ₹420 Cr | ₹2822 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 | 1.93 |
| 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 | -4.95% | -3.61% |
| 6 Month | 12.37% | 9.32% |
| 1 Year | -2.71% | -0.01% |
| 3 Year | 19.37% | 15.96% |
| 5 Year | 18.96% | 18.92% |
SIP Return Analysis
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 6 Month | 1.64% | 2.04% |
| 1 Year | 0.67% | -0.03% |
| 3 Year | 16.32% | 14.93% |
| 5 Year | 16.15% | 14.56% |
Rolling Lumpsum Returns
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 1 Year | 17.67% | 13.26% |
| 3 Year | 18.44% | 14.85% |
| 5 Year | 19.61% | 15.63% |
Risk Management
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Standard Deviation | 15.25% | 13% |
| Sharp | 0.94% | 0.87% |
| Beta | 1.05% | 1% |
| Alpha | 4.48% | 0.74% |
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 | 9.18 | 9.25 |
| Small Cap | 47.59 | 21.7 |
| Large Cap | 36.05 | 39.81 |
| Mid Cap | 7.19 | 29.24 |
Sector Allocation
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Others | 2.46 | 0.72 |
| Communication Services | 2.7 | 2.31 |
| Consumer Defensive | 1.92 | 3.4 |
| Basic Materials | 10.66 | 5.51 |
| Industrials | 21.84 | 15.06 |
| Financial Services | 30.65 | 23.32 |
| Consumer Cyclical | 9.4 | 23.25 |
| Technology | 7.39 | 10.96 |
| Healthcare | 2.03 | 8.23 |
| Energy | 0 | 0.9 |
| Utilities | 6.47 | 1.79 |
| Real Estate | 4.47 | 4.56 |
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