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Invesco India ELSS Tax Saver Fund vs Kotak ELSS Tax Saver Fund compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
Invesco India ELSS Tax Saver Fund - Growth
Chart Comparison
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) | ₹6516 Cr | ₹2838 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 | 1.93 |
| Manager | Harsha Upadhyaya | Dhimant Kothari |
| ISIN Code | INF174K01369 | INF205K01270 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 1 Month | -1.51% | -2.44% |
| 6 Month | -0.95% | -3.42% |
| 1 Year | 1.14% | -3.34% |
| 3 Year | 14.99% | 16.39% |
| 5 Year | 16.81% | 14.26% |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 6 Month | 1.17% | -1.24% |
| 1 Year | 8.99% | 4.21% |
| 3 Year | 11.51% | 11.75% |
| 5 Year | 13.82% | 12.79% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 1 Year | 11.96% | 12.81% |
| 3 Year | 13.68% | 15.08% |
| 5 Year | 13.59% | 15.95% |
Risk Management
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Standard Deviation | 11.32% | 13% |
| Sharp | 0.73% | 0.75% |
| Beta | 0.92% | 1% |
| Alpha | 0.01% | 0.41% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Others | 6.67 | 14.66 |
| Large Cap | 70.66 | 34.15 |
| Mid Cap | 15.75 | 25.87 |
| Small Cap | 6.92 | 25.32 |
Sector Allocation
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Others | 1.46 | 0.16 |
| Communication Services | 4.4 | 2.01 |
| Energy | 6.81 | - |
| Financial Services | 30.53 | 20.88 |
| Technology | 9.85 | 11.7 |
| Consumer Cyclical | 11.78 | 23.84 |
| Healthcare | 5.22 | 10.05 |
| Consumer Defensive | 6.27 | 5.49 |
| Industrials | 10.36 | 17.14 |
| Basic Materials | 9.69 | 2.56 |
| Utilities | 3.62 | 1.1 |
| Real Estate | - | 5.05 |
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