- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹435 Cr | ₹2911 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 | -5.3% | -4.84% |
| 6 Month | 3.36% | 0.5% |
| 1 Year | -2.92% | -1.14% |
| 3 Year | 19.58% | 15.98% |
| 5 Year | 19.29% | 18.58% |
SIP Return Analysis
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 6 Month | 4.01% | 3.06% |
| 1 Year | 0.74% | -1.72% |
| 3 Year | 16.3% | 14.35% |
| 5 Year | 16.01% | 14.22% |
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% | 1.1% |
| Beta | 1.05% | 0.98% |
| Alpha | 4.48% | 0.54% |
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 | 7.45 | 8.27 |
| Small Cap | 46.52 | 22.14 |
| Large Cap | 37.23 | 41.36 |
| Mid Cap | 8.8 | 28.23 |
Sector Allocation
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Others | 0.89 | 1.04 |
| Communication Services | 2.87 | 2.36 |
| Consumer Defensive | 2.7 | 3.54 |
| Basic Materials | 11.04 | 5.78 |
| Industrials | 20.96 | 14.96 |
| Financial Services | 30.97 | 23.86 |
| Consumer Cyclical | 8.51 | 23.04 |
| Technology | 8.3 | 11.04 |
| Healthcare | 2.09 | 8.75 |
| Energy | 1.05 | 2.14 |
| Utilities | 6.38 | 1.74 |
| Real Estate | 4.25 | 1.75 |
Top Comparisons
Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth
3Y Returns6.91%
HSBC Dynamic Bond Fund - Regular Growth
3Y Returns7.12%
ITI ELSS Tax Saver Fund Regular - Growth
3Y Returns19.58%
Sundaram Diversified Equity (ELSS) Regular Plan - Growth
3Y Returns13.24%
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
3Y Returns20.87%
Axis Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns15.98%
Kotak Banking and PSU Debt - Growth
3Y Returns7.62%
Tata Banking & PSU Debt Fund-Regular Plan-Growth
3Y Returns4.96%
