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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) | ₹6278 Cr | ₹2793 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 | 2.09% | 2.48% |
| 6 Month | 6.16% | 7.74% |
| 1 Year | 1.46% | 1.21% |
| 3 Year | 15.4% | 17.24% |
| 5 Year | 20.43% | 18.9% |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 6 Month | -0.06% | -0.34% |
| 1 Year | 5.96% | 4.8% |
| 3 Year | 11.52% | 13.48% |
| 5 Year | 13.92% | 13.63% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 1 Year | 12.21% | 13.06% |
| 3 Year | 13.41% | 14.93% |
| 5 Year | 13.38% | 15.79% |
Risk Management
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Standard Deviation | 12.65% | 13.73% |
| Sharp | 0.69% | 0.76% |
| Beta | 0.91% | 0.99% |
| Alpha | 0.07% | 1.12% |
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 | 6.25 | 11.61 |
| Large Cap | 69.53 | 38.78 |
| Mid Cap | 16.46 | 27.06 |
| Small Cap | 7.76 | 22.55 |
Sector Allocation
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Others | 2.96 | 0.66 |
| Communication Services | 4.29 | 2.18 |
| Energy | 6.77 | - |
| Financial Services | 30.3 | 20.44 |
| Technology | 10.04 | 11.56 |
| Consumer Cyclical | 11.2 | 25.22 |
| Healthcare | 4.61 | 8.58 |
| Consumer Defensive | 5.01 | 3.69 |
| Industrials | 10.97 | 16.07 |
| Basic Materials | 9.77 | 5.19 |
| Utilities | 4.1 | 1.36 |
| Real Estate | - | 5.05 |
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