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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) | ₹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 | 1.52% | 3.42% |
| 6 Month | -7.77% | -6.04% |
| 1 Year | -0.37% | 6.83% |
| 3 Year | 19.04% | 15.21% |
| 5 Year | 21.32% | 20.74% |
SIP Return Analysis
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 6 Month | 1.06% | -0.26% |
| 1 Year | -8.23% | -4.98% |
| 3 Year | 18.33% | 16.79% |
| 5 Year | 17.27% | 16.08% |
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% | 0.37% |
| Beta | 0.917% | 1% |
| Alpha | 3.597% | -1.27% |
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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 | 2.19 |
| Large Cap | 41.83 | 49.67 |
| Small Cap | 44.62 | 20.03 |
| Mid Cap | 9.14 | 28.1 |
Sector Allocation
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Others | 1.66 | 0.82 |
| Communication Services | 2.67 | 2.08 |
| Industrials | 20.77 | 15.73 |
| Consumer Defensive | 3.66 | 6.21 |
| Basic Materials | 10.08 | 6 |
| Financial Services | 26.02 | 24.73 |
| Consumer Cyclical | 11.66 | 17.09 |
| Technology | 9.68 | 11.8 |
| Healthcare | 2.53 | 10.1 |
| Energy | 1 | 3.02 |
| Real Estate | 4.73 | 0.72 |
| Utilities | 5.53 | 1.7 |
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