Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0
Diwali Decoration Items Diwali Decoration Items

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

Link copied to clipboard!

tortoise-icon ITI ELSS Tax Saver Fund Regular - Growth

Invest Now

tortoise-icon Invesco India ELSS Tax Saver Fund - Growth

Invest Now

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) ₹409 Cr ₹2793 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 -0.4% -0.03%
6 Month 9.58% 9.64%
1 Year -2.6% -0.35%
3 Year 21.11% 18.85%
5 Year 19.54% 18.87%

SIP Return Analysis

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Invesco India ELSS Tax Saver Fund - Growth
6 Month 1.19% 2.41%
1 Year 12.06% 11.09%
3 Year 17.27% 16.41%
5 Year 16.85% 15.36%

Rolling Lumpsum Returns

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Invesco India ELSS Tax Saver Fund - Growth
1 Year 16.96% 13.06%
3 Year 18.57% 14.93%
5 Year 19.32% 15.79%

Risk Management

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Invesco India ELSS Tax Saver Fund - Growth
Standard Deviation 15.30% 13%
Sharp 0.89% 0.82%
Beta 1.08% 1%
Alpha 4.07% 0.8%

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 9.84 11.61
Small Cap 46.12 22.55
Large Cap 37.42 38.78
Mid Cap 6.62 27.06

Sector Allocation

Scheme Name

ITI ELSS Tax Saver Fund Regular - Growth

Invesco India ELSS Tax Saver Fund - Growth

Others 1.86 0.66
Communication Services 2.59 2.18
Consumer Defensive 2.5 3.69
Basic Materials 9.86 5.19
Industrials 22.31 16.07
Financial Services 33.95 20.44
Consumer Cyclical 8.62 25.22
Technology 6.5 11.56
Healthcare 2.09 8.58
Utilities 6.24 1.36
Real Estate 3.48 5.05

Top Comparisons

Nippon India Liquid Fund -Growth Plan Nippon India Liquid Fund -Growth Plan

3Y Returns6.97%

VS

Axis Liquid Fund - Regular Plan - Growth Option Axis Liquid Fund - Regular Plan - Growth Option

3Y Returns7.04%

Compare Now

Franklin India Corporate Debt Fund - Growth Franklin India Corporate Debt Fund - Growth

3Y Returns7.86%

VS

ICICI Prudential Corporate Bond Fund - Growth ICICI Prudential Corporate Bond Fund - Growth

3Y Returns7.97%

Compare Now

Canara Robeco Liquid Fund - Regular Plan - Growth Option Canara Robeco Liquid Fund - Regular Plan - Growth Option

3Y Returns7.03%

VS

Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION

3Y Returns6.95%

Compare Now

BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth

3Y Returns7.83%

VS

SBI Conservative Hybrid Fund - Regular Plan - Growth SBI Conservative Hybrid Fund - Regular Plan - Growth

3Y Returns10.2%

Compare Now
Add to Cart Successfully