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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) | ₹6201 Cr | ₹2787 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 | 2.48% | 4.55% |
| 6 Month | 14.81% | 16.11% |
| 1 Year | -3.54% | -2.87% |
| 3 Year | 15.1% | 16.54% |
| 5 Year | 21.17% | 19.12% |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 6 Month | 3.22% | 4.27% |
| 1 Year | 8.3% | 9.48% |
| 3 Year | 14.04% | 16.87% |
| 5 Year | 15.5% | 15.54% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 1 Year | 12.35% | 13.26% |
| 3 Year | 13.3% | 14.85% |
| 5 Year | 13.28% | 15.63% |
Risk Management
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Standard Deviation | 12.90% | 13% |
| Sharp | 0.64% | 0.74% |
| Beta | 0.92% | 1% |
| Alpha | 1.52% | 1.03% |
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 | 4.19 | 9.25 |
| Large Cap | 71.77 | 39.81 |
| Mid Cap | 16.29 | 29.24 |
| Small Cap | 7.75 | 21.7 |
Sector Allocation
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Others | 0.63 | 0.72 |
| Communication Services | 4.52 | 2.31 |
| Energy | 6.51 | 0.9 |
| Financial Services | 30.04 | 23.32 |
| Technology | 10.04 | 10.96 |
| Consumer Cyclical | 10.34 | 23.25 |
| Healthcare | 4.43 | 8.23 |
| Consumer Defensive | 4.75 | 3.4 |
| Industrials | 12.83 | 15.06 |
| Basic Materials | 10.18 | 5.51 |
| Utilities | 5.73 | 1.79 |
| Real Estate | - | 4.56 |
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