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

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tortoise-icon Kotak ELSS Tax Saver Fund-Scheme-Growth

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tortoise-icon 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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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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 0.47 0.47
Large Cap 67.49 49.16
Mid Cap 15.72 28.72
Small Cap 16.32 21.65

Sector Allocation

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

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