Invesco India ELSS Tax Saver Fund vs Kotak ELSS Tax Saver Fund compare

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Kotak ELSS Tax Saver Fund-Scheme-Growth

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Invesco India ELSS Tax Saver Fund - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Invesco India ELSS Tax Saver Fund - Growth
Fund	Kotak ELSS Tax Saver Fund-Scheme-Growth	Invesco India ELSS Tax Saver Fund - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹5893 Cr	₹2764 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	23 Nov 2005	29 Dec 2006
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	BSE 500
Turn Over	14.27%	69%
Expense Ratio	1.77	1.91
Manager	Harsha Upadhyaya	Dhimant Kothari
ISIN Code	INF174K01369	INF205K01270
Exits Load	Data not available./365	Data not available./365

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Invesco India ELSS Tax Saver Fund - Growth
1 Month	5.22%	4.98%
6 Month	1.13%	0.37%
1 Year	4.08%	11.42%
3 Year	20.1%	20.37%
5 Year	26.37%	23.93%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Invesco India ELSS Tax Saver Fund - Growth
6 Month	5.66%	4.3%
1 Year	2.18%	2.26%
3 Year	16.84%	18.67%
5 Year	17.88%	16.91%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Invesco India ELSS Tax Saver Fund - Growth
1 Year	13.07%	13.91%
3 Year	12.97%	14.82%
5 Year	13.04%	15.48%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Invesco India ELSS Tax Saver Fund - Growth
Standard Deviation	13.913%	13%
Sharp	0.496%	0.62%
Beta	0.925%	0.99%
Alpha	0.931%	-0.13%

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Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Invesco India ELSS Tax Saver Fund - Growth
Name	Harsha Upadhyaya	Dhimant Kothari
Total AUM	₹139411 Cr	₹8118 Cr
Funds Managed	11	7
	Kotak ELSS Tax Saver Fund-Scheme-Growth	Invesco India ELSS Tax Saver Fund - Growth

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Invesco India ELSS Tax Saver Fund - Growth
Others	0.47	0.47
Large Cap	67.49	49.16
Mid Cap	15.72	28.72
Small Cap	16.32	21.65

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Invesco India ELSS Tax Saver Fund - Growth
Others	0.4	0.47
Communication Services	3.79	-
Energy	5.98	-
Financial Services	26.37	-
Technology	15.12	-
Consumer Cyclical	9.78	-
Healthcare	4.3	-
Consumer Defensive	4.93	-
Industrials	13.07	-
Basic Materials	9.32	-
Utilities	6.93	-
Petroleum Products	-	3.17
IT - Software	-	9.22
Retailing	-	5.72
Finance	-	7.26
Non - Ferrous Metals	-	0.42
Banks	-	16.06
Electrical Equipment	-	3.18
Automobiles	-	2.39
Aerospace & Defense	-	1.17
Auto Components	-	4.41
Ferrous Metals	-	0.78
Power	-	1.84
Commercial Services & Supplies	-	1.72
Pharmaceuticals & Biotechnology	-	4.79
Beverages	-	3
Construction	-	0.5
Healthcare Equipment & Supplies	-	2.12
Chemicals & Petrochemicals	-	3.98
Food Products	-	3.05
Consumer Durables	-	8.37
Leisure Services	-	2.88
Telecom - Services	-	2.19
Financial Technology (Fintech)	-	0.73
Healthcare Services	-	1.89
Capital Markets	-	0.85
Industrial Products	-	4.12
Industrial Manufacturing	-	2.72
Realty	-	1