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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) | ₹446 Cr | ₹2866 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 | -1.28% | -2.3% |
| 6 Month | 3.63% | 1.74% |
| 1 Year | 2.63% | -0.78% |
| 3 Year | 19.12% | 16.03% |
| 5 Year | 17.53% | 16.56% |
SIP Return Analysis
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 6 Month | 0.4% | -0.87% |
| 1 Year | 10.91% | 5.64% |
| 3 Year | 16.39% | 13.98% |
| 5 Year | 16.49% | 14% |
Rolling Lumpsum Returns
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 1 Year | 16.07% | 12.89% |
| 3 Year | 18.72% | 15.04% |
| 5 Year | 19.35% | 15.96% |
Risk Management
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Standard Deviation | 15.29% | 13% |
| Sharp | 0.89% | 0.82% |
| Beta | 1.08% | 0.99% |
| Alpha | 3.36% | 0.66% |
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 | 10.26 | 12.24 |
| Small Cap | 47.4 | 23.39 |
| Large Cap | 35.74 | 37.61 |
| Mid Cap | 6.59 | 26.75 |
Sector Allocation
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Others | 2.35 | 0.69 |
| Communication Services | 1.76 | 2.38 |
| Consumer Defensive | 2.69 | 3.78 |
| Industrials | 22.98 | 16.21 |
| Financial Services | 33.06 | 19.88 |
| Consumer Cyclical | 7.7 | 24.49 |
| Healthcare | 2.64 | 9.55 |
| Technology | 6.11 | 11.58 |
| Basic Materials | 10.87 | 4.84 |
| Utilities | 6.26 | 1.4 |
| Real Estate | 3.58 | 5.21 |
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